Investment Management

Investment Approach

Our multi-strategy investment approach combines both Fully Invested and Tactical protection focused strategies to serve as a comprehensive investment strategy for our clients.

Our strategy is shaped by our client’s investment goals and completely customizable for various needs and risk profiles. Whether investors are looking for stable and long-term growth, preservation of capital, or something in-between, we’re here to craft a custom-tailored portfolio that aims to minimize risk while meeting those investment objectives.

Tactical vs. Fully Invested

Tactical Strategies

With our Tactical Strategies, the percentage invested in the stock market varies substantially upon market risks.

Fully Invested Strategies

Our Fully Invested Strategies take an active management approach that seeks to invest in the market leadership.

Strategies

We utilize two main strategies in our portfolios: Tactical Strategies and Fully Invested Strategies. Using strategies from one of these categories or a unique mix of both, we’re able to create an ideal blend aiming to achieve our clients’ individual goals.

Tactical Equity Strategies

Premier Wealth Tactical Core
Tactical Opportunity

Fully Invested Equity Strategies

Equity Growth Opportunity
Equity Dividend Income
ETF Sector Rotation
Equity Growth and Value

Risk Blended Strategies

Combining Tactical with Fully Invested
Premier Wealth Tactical Core/ ETF Sector Rotation Hybrid

Fixed Income

Yield-Oriented Instruments
Shorter-Term Yield-Oriented Instruments

Concentrated Option Solutions*

Covered Call Income
Protective Puts
Cashless & Credit Collars
Hedged Equity Exchanges
Covered Call Transition Direct Indexing

Why Churchill?

An Active Approach

Our multi-strategy approach aims to reduce risk and volatility while providing consistent returns through active money management.

Customized for You

Our strategies allow us to customize a client’s allocation to ensure their portfolio is tailored based on their current and future personal and investment goals.

Service & Communication

Our dedicated client service team is here to serve our clients and ensure they are always updated about their investment goals and portfolio.

Learn About Our Multi-Strategy Approach

*Offered through a sub-advisory arrangement. Depending upon the specific Option Solution, trading in these instruments can be highly speculative and entails risks that are greater than those of investing in other securities. Please refer to Churchill’s Form ADV, which can be provided at your request, for a further explanation of the risks involved.