Churchill Management Group

Each Churchill Balanced Account or Equity Account is constructed with the client's goals and objectives in mind. The equity account is comprised of a mix of common stock investments for capital gains. The balanced account also uses yield-oriented debt instruments for current income and risk reduction.

In order to design the optimal account it is essential that we understand the client's needs, goals and concerns. This requires an understanding of issues, such as investment horizon, tolerance for risk, current income requirements, tax considerations, future requirements for income or principal, what kind of reporting is needed and the overall goals and objectives of the client.

As a client's needs change and as the Investment Team at Churchill maps changes in the investment environment, the balance of a client's account is continuously reassessed and may be modified as necessary and appropriate.