Churchill Management Group Online Technical Requirements

We strongly recommend that you use or upgrade to the latest version of software supported by Churchill Management Group.

Browser Requirements

We recommend that you use the latest version of the supported browsers and keep your security settings up-to-date. In certain circumstances, with or without notice, we may block certain browsers and software from accessing Churchill Management Group’s internet websites and client portals (“Sites”) due to possible security risks.

Churchill Management Group’s minimum encryption requirement for accessing the Sites is 128-bit encrypted browsers.

Supported Browsers

We recommend using one of the following supported browsers.

Microsoft EdgeTM (most recently published version)
Firefox® (most recently published version)
Safari® (most recently published version)
Google ChromeTM (most recently published version)

PDF Requirements

While there are many pdf readers available, Churchill Management Group recommends Adobe® Reader® software to access documents being provided to you in PDF format. We recommend you keep Adobe® Reader® up to date at all times.

For Mac users: If you access a PDF document from a Mac, the PDF may be automatically copied to its desktop or to an easily accessible download folder.

For PC users: If you access a PDF document from a PC, the PDF may remain among its cached files.

Hardware and Operating System Requirements

Please consult with your browser vendor and pdf reader regarding the minimum hardware and operating system requirements that apply to the software versions you are currently using or wish to install.

Please Note: When you make changes to your computer software or equipment, the Site may require you to re-confirm your identity the next time you visit our Site to conduct online transactions.

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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.

Standard & Poor’s 500, Russell iShares and Vanguard are trademarks of their respective owners and are not affiliated with Churchill and have not endorsed Churchill in any way.