June 21, 2017

Is Your Investment Portfolio Right For You?

This new blog series will highlight our unique approach to investment strategies and customizing portfolios as we dive deep into the steps we carefully take to make sure we achieve customer satisfaction and ensure we take the right risks, utilizing our stop-loss principles. Check back every month to read about CEO Fred Fern and President Randy Conner’s expert insights with in-depth commentary on Churchill Management Group’s investment services and strategies.

As we look into the various approaches Registered Investment Advisors use for each of their individual clients, some wonder why others excel in Assets Under Management (AUM), client satisfaction and trust. At Churchill, CEO Fred Fern developed his stop-loss principle from the very beginning at the firm’s inception in 1963. Under the mentorship of now IBD’s editor-in-chief, Fern grasped an opportunity and studied the market to its core over the past 50 years.

Following technical, fundamental and sentiment factors that are the base in making investment decisions, Churchill has charted the market’s performance dating back to 1915 on a daily basis. The charts illuminate high and low risk points which may signal investment opportunities. Fred developed his own investment philosophy, which stresses three key points:

  • History repeats itself.
  • You have got to have discipline.
  • It is important to have the goal of keeping your losses small.

“Aim to grow capital in favorable markets and protect it in less favorable, high-risk environments.”  – CEO Fred Fern

The tactical strategies can be blended with fully invested strategies aiming to best achieve clients’ individual goals. But what makes a good RIA and what sets them apart? Let’s break this down.

Speaking to the client and laying out their goals and objectives is crucial.

Below are a few standard questions we ask our clients in order to gauge individual risk tolerance to make they’re in an allocation of Tactical and Fully Invested strategies to suit their unique goals.

  • Will you be comfortable with your level of risk in both good and bad markets?
  • Do you have a protection plan?
  • What is your primary purpose for investing?
  • What is your investment time horizon for this account?

These questions, along with additional insight from a one on one discussion with our dedicated advisors, will help you to better understand your unique risk profile.

Every month we will provide a guide of our unique investment strategies: tactical, fully invested, combination, and fixed income.

Tactical: Tactical investment strategies aim to stay invested in low risk markets, and reduce exposure in high risk markets.

Fully Invested: Fully Invested strategies stay invested at all times, regardless of overall market risks.

Combination: When one strategy doesn’t fit your needs, the right combination can help alleviate risk.

Fixed Income: A solid approach for your desired level of risk.

If you would like to set up a meeting with one of our representatives please contact us here:

About Churchill Management Group

Churchill charted the market’s performance dating back to 1915 on a daily basis. Churchill’s experience and in-depth research places an emphasis on the goal of growth with preservation of capital under its tactical strategies, while aiming to help investors achieve their financial goals. To create an investment approach that is suited to each client’s needs, the firm offers a selection of both tactical and fully invested equity strategies along with a fixed income approach. In addition, the firm may offer complimentary Financial Planning which assists in achieving Clients’ expectations and goals. Churchill offers this dual equity approach to navigating various markets, understanding that each approach may perform better or worse depending on where we are in the stock market cycle. To date, Churchill manages over $4 billion with an average client account size of approximately $750k for around 5,000 clients with offices across the country from California to New York.**

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