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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

National Fiduciary Day

March 29, 2018

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

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Campion Moderator for 2018 TEXPERS Conference

January 9, 2018

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

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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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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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