Investment Management

Institutional

Institutional Investment Management

Since 1963, Churchill Management Group has helped Institutional Clients achieve their investment goals with our Multi-Strategy approach that combines our time-tested Fully Invested and Tactical Strategies.

Institutional clients may choose from a menu of fully invested and tactical equity strategies to create a unique blend designed specifically for the clients’ needs and goals.

Why Churchill?

Experience Since 1963
With numerous years of market insight and portfolio management experience, Churchill Management Group has a track record of success with our time-tested Multi-Strategy approach over multiple market cycles.
Full Transparency
We are committed to going beyond the industry standard when it comes to transparency and trust. As a GIPS® Compliant firm, we can provide accurate, credible and reliable performance metrics to our clients.
Access & Communication
Our dedicated client service team enables our institutional clients to stay up to date with their portfolio, having access to Portfolio Managers to ensure that they are always updated and well-informed.

Churchill Management Group is a registered investment advisor. For GIPS® purposes the firm definition does not include direct real estate assets. Churchill Management Group claims compliance with the Global Investment Performance Standards (GIPS®).The firm maintains a complete list and description of composites, which is available upon request. A compliant presentation and/or a list of the firm’s composite descriptions are available upon request. Please contact us at info@churchillmanagement.com. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

Strategies

At Churchill Management Group, we utilize two main strategies in our portfolios: Tactical Strategies and Fully Invested Strategies. Using strategies from one of those categories or a unique mix of both, we aim to achieve superior and consistent returns while reducing risk and volatility.
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

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