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The Firm

Champion Capital Research, Inc, (“Champion Research”) founded in 2003, is an SEC registered employee-owned investment advisory firm. Our experienced professionals offer independent advisory services to high net worth and institutional clientele. Champion Research is headquartered in Houston, Texas.

Our Commitment

Champion Research’s commitment is to provide exceptional research, portfolio management, investment advisory, and fiduciary assessment and education services so that clients may achieve their investment goals and meet fiduciary responsibilities. Through a low fee and transparent investment process, Champion Research manages its clients’ assets and demonstrates excellence in investment management.

Ensemble

Champion Research’s professionals are qualified and experienced in their field. The team members hold designations including Chartered Financial Analyst™ (CFA), Accredited Investment Fiduciary Analyst™ (AIFA), Certified Hedge Fund Professional (CHP) and Ph.D.

Clients Served

Champion Research’s clients include public and private pension plans, foundations, trusts and high net worth individuals.

Investment Market Research

Econometrics for the day trader, focusing on sector and industry rotational strategies.

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Recent Posts

AIF Designated Training in November

October 17, 2017

As adjunct professor for the Center of Fiduciary Studies, Champion’s Dr. Mary Kathryn Campion, Ph.D., CFA®, AIFA® will be serving as an instructor for the AIF Designation Training event being sponsored by fi360, Inc. in Irving, California November 09, 2017. The event will cover a range of topics in fiduciary studies and will prepare attendees

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Champion Presenting at TLFFRA Educational Pension Conference

September 14, 2015

From Sunday, September 13th to Tuesday, September 15th, the Texas Local Fire Fighters’ Pension Conference (TLFFRA) will be held at the Texas A&M International University in Laredo, TX.  Champion’s Dr. Mary Kathryn Campion will participate as one of the event’s speakers Monday afternoon.  Dr. Campion’s presentation entitled “Investments and Portfolio Construction” will inform participants of

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Champion Capital Research Offers Retirement Plan Sponsors New Way to Manage Fiduciary Risk

September 9, 2015

Champion Research is a proponent of the next generation of 401k plan management which reduces  risks through  process oriented investment management.  “Our solution  applies objective criteria for selection and monitoring of a plan’s investments”, says Dr. Mary Kathryn Campion, CFA, AIFA, the firm’s founder.  “We believe it is only a matter of time before more

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Recent Presentations

Managing Defined Contribution ERISA Liability

June 24, 2015

  The agenda topics include: 1. 404(a): Four Critical Responsibilities Every Sponsor Must Know; 2. Naming Fiduciaries: What, How, Who and Why; 3. Delegate vs. Allocate and 3(38); 4. Recent ERISA Litigation. Panelists include Jennifer Schneider, MBA, AIF and  Stephen O’Connell, CHP, AIF

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