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Risk Blended Strategies

Risk Blended Strategies: A Two-Pronged Approach

Risk Blended Strategies combine the benefits of a tactical strategy with a fully invested strategy. This allows the client to tailor their allocation within a single account so that a minimum percentage always remains invested in the stock market.

Why Risk Blended?

By combining Churchill’s Premier Wealth Tactical Core and ETF Sector Rotation strategies, you can benefit from the best of both strategies, combining statistically tested indicators with fundamental and technical analysis.

PWTC + ETF SR = Risk Blended Strategies

Premier Wealth Tactical Core

Aims to preserve capital during times of high risk through the use of cash and cash equivalents
Purchases Exchange Traded Funds believed to demonstrate significant growth appreciation potential
Utilizes both technical analysis and continuous fundamental research to achieve results

ETF Sector Rotation

Aims to achieve superior returns using a largely quantitative systematic approach, taking the emotion out of investing
Seeks to invest in outperforming sectors of the S&P 500 while underweighting areas that are lagging
Purchases Exchange Traded Funds within sectors, as defined by the S&P 500, that may own equities that are not within the S&P 500

Risk Blended Strategies

Receives benefit of both tactical and fully invested approach
Remains continuously invested through ETF Sector Rotation, while aiming to preserve capital during high-risk periods with Premier Wealth Tactical Core
Added flexibility and opportunity with a more tailored approach

Risk blended strategies image

Risk blended strategies

Our Risk Blended Strategies

Risk Blended Strategies support the portfolio through a combination of Premier Wealth Tactical Core (PWTC) and ETF Sector Rotation (ETF SR). Tailored to the clients’ objectives and risk tolerance, Churchill Management Group offers three different allocation options between Premier Wealth Tactical Core and ETF Sector Rotation.

Churchill Moderate

Chart moderate

ETF SR 30%

PWTC 70%

Churchill Moderately Aggressive

Chart moderately aggressive

ETF SR 50%

PWTC 50%

Churchill Aggressive

Chart aggressive

ETF SR 70%

PWTC 30%

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Investing involves risk of loss. Please review strategy descriptions and investment risks set forth in the Schedule F of Churchill’s Form ADV2 located in the Churchill Documents section of this website. No guarantee can be made as to performance results. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Investment Risk
Clients should invest with a long-term time frame and understand that no one can guarantee investment results. Investing in the securities markets entails the risk of loss. In all events, each account is assigned general investment percentage goals/guidelines and an investment strategy, both of which may change from time to time upon direction from the Client. The Client understands these goals/guidelines are approximate and the actual amount invested in each asset class may vary considerably depending on Management’s assessment of market risk and the specific investment strategy chosen by the Client. At times, Churchill Management Group may choose to invest accounts, including accounts which have assets with a fixed income and equity goal/guideline, above the equity goal/guideline set by the Client, effectively adjusting the balance of the portfolio, as Churchill Management Group determines in its sole discretion, that under present market conditions so doing would be in the reasonable best interests of the portfolio. Churchill Management Group may employ defensive investment strategies notwithstanding Clients’ investment strategies and restrictions. Clients should understand that both Fully Invested and Tactical investment approaches come with the risk of loss. Fully Invested strategies are not concerned with overall market risks, staying invested even during bear markets. While Tactical strategies aim to reduce exposure prior to bear markets, no guarantee can be made as to success. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Financial Planning Services
Churchill provides financial planning services to Clients that specifically engage Churchill for that service. The planning can include defining goals, designing a plan, assisting with implementing the plan, and evaluating and adjusting the plan over time, at the request of the client. The financial planning includes advice regarding securities investing, and may include discussions of a client’s tax, insurance, employee benefits, estate planning and other issues. Churchill, however, does not provide legal, insurance, employee benefit, estate planning, tax or accounting advice, and the client must rely on legal, insurance and accounting professionals for that advice and documentation.

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