A Wealth of Wisdom
Our Research Gives You the Edge
The Firm
Champion Capital Research is a fiduciary advisory firm. Our professionals are dedicated to trustees of
institutional clientele including foundations, endowments, retirement plans, and ultra-high net worth
individuals. We work with clients to define and execute successful investment policies and strategies
and are passionate that a successful investment strategy begins with fiduciary excellence.
Champion Capital Research was founded in 2003, is an SEC registered, employee-owned, advisory firm
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, composed of employees and associates, hold designations including Chartered Financial Analyst™ (CFA), Accredited Investment Fiduciary Analyst™ (AIFA), Certified Plan Fiduciary Advisor (CPFA), Certified Employee Benefits Specialist (CEBS), Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), and Doctor of Jurisprudence and Philosophy (J.D. and Ph.D.).
View Ensemble
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.
Company Updates
A Summary of Your Advisory Relationship with Champion Capital Research Inc.
Item 1. Introduction Champion Capital Research Inc. is registered with the U.S. Securities and Exchange Commission (“SEC”) as an investment adviser. Clients and prospective clients should be aware that brokerage and investment advisory services and fees differ, and it is important for retail investors to understand the differences. Free and simple tools are available to
National Fiduciary Day
On National Fiduciary Day, Champion’s MK Campion, Ph.D., CFA®, AIFA® served as an instructor for the AIF Designation Training event sponsored by fi360, Inc. in New York, NY. Campion, acting as an adjunct professor for the Center of Fiduciary Studies for 11 years, prepared colleagues to obtain an Accredited Investment Fiduciary (AIF®) certification. The (AIF®) credential provides
Campion Moderator for 2018 TEXPERS Conference
Mary Kathryn Campion, Ph.D., President of Champion Capital Research will serve as the moderator for the TEXPERS 2018 Annual Conference in South Padre Island, TX on April 17, 2018 over Global Fixed Income. This discussion will lead to an understanding of why currency movements holds an important role in determining risk and return on international