The Stairs inside of an office building
Stairs inside of an office building

Risk Analysis

As your advisory firm, we aim to put your financial goals first, understanding that everyone has their own unique level of risk. Your investment advisor can help you develop the best investment strategy possible, aiming to achieve both your personal and financial goals while managing risk. At Churchill Management Group, we understand that a careful and thorough risk analysis is one of the most important elements of any successful investment strategy. After this process, you will be able to determine whether the rate of return you would need justifies the risk involved. Our experts are capable of evaluating the risk associated with each possible level of return, putting our clients in a position to measure which options are best given what they are trying to accomplish.

All investments and investment strategies have expected amounts of risk. For example, during certain periods of a market cycle, a Fully-Invested strategy may potentially offer higher returns but typically involves more risk than a more conservative Tactical investment approach. By understanding your individual goals and objectives and by comparing them to factors like the strategy’s overall volatility, the team at Churchill Management Group can help you make better and more informed decisions regarding your financial future.

To learn more about our innovative blend of risk analysis services, or to speak to one of our team members contact Churchill Management Group today.

Speak With A Financial Advisor →

Our Risk Analysis Process

1. A Personal
Approach
Churchill Management Group’s team of professionals typically begins by first identifying your risk tolerance by taking a close look at your unique beliefs, investment goals, your experiences, and any other financial resources that may be available to you.
2. Careful
Analysis
Once the risk tolerance is identified, Churchill Management Group will assist in determining your risk capacity by carefully evaluating your current investments and cash flows, all of which will help us make better and more informed decisions moving forward.
3. Planning
Solutions
Armed with an understanding of your risk tolerance and risk capacity, we have all the actionable information we need to allow you to put a plan in place that will help maintain a proper balance between your risk tolerance and your risk capacity.
4. Periodic
Adjustments
As your situation or your general risk tolerance changes, we can update and revise your plan accordingly to aim to make sure that you are always moving closer to accomplishing your personal financial goals.

To review our privacy policy and your rights please click here.

To review our Terms of Use, please click here.

Get a Free Financial Assessment

Start Your Financial Assessment →

Please Read Our Privacy Policy

Click Here →
Home
Firm
About
Culture
Team
Careers
Locations
Investment Management
Individual
Institutional
Financial Planning
Perspectives
Client Services
Client Portal Login
Book Now
Documents
Send Files
Contact

Churchill Management Group

5900 Wilshire Boulevard
Suite 400
Los Angeles, California 90036

+1 877.937.7110

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.

Privacy Policy
|
Cookie Policy
|
Terms Of Use
|
Tech Requirements
|
Disclosures
|
ADV2
|
Form CRS
|
© 2023 Churchill Management Group.