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Our Tactical Investing Strategy Gives You a Better Wealth Management Plan than “Just Ride it Out”

Aim to reduce your exposure to market drops and preserve your wealth with an investment strategy that has largely avoided the last 11 bear markets.

America’s Top RIAs & America’s Top 250 Wealth Advisors Churchill ranked #7 on Forbes America’s Top RIAs in October of 2023 and Randy Conner, President, named #15 in April of 2024 to the list of America’s Top Wealth Advisors*
ETF Sector Rotation Received a 5-Star Overall Morningstar TM Rating as of 3/31/24 in May of 2024*
Top 100 RIA Firms Churchill Management Group ranked a 2023 Top Independent Investment Advisor by Barron’s Magazine.*

If you want financial security during bear markets and slow economies then you need an investment strategy that aims to limit your exposure

Our Premier Wealth Tactical investment philosophy is designed with a simple approach– aiming to grow capital in favorable markets and protect in less favorable, high risk environments.

Our analysts look for signs that a drop is coming, then we may exit until the market stabilizes. Following this methodology we’ve helped our clients to largely avoid all 11 bear markets since we opened our doors in 1963.

There is more you can do than “just ride it out”. Protect your financial future with a wealth management plan that aims to not leave you exposed or force you to delay retirement. Talk with an advisor today for a free review of your portfolio.

Always behaving with integrity is part of Churchill’s foundation. It is our mission to put our clients first.
Randy Conner, President

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