A Wealth
of Wisdom
Retirement plans, foundations & endowments, registered investment advisors, and family offices.
A Wealth of Wisdom
Retirement plans, foundations & endowments, registered investment advisors, and family offices.
Our Firm
Champion Capital Research was founded in 2003, SEC registered, employee-owned, and headquartered in Houston, Texas.
We invite you to delve further into these offerings by clicking on the relevant menu choices at the top of this page.
Our Team
The wealth of wisdom at Champion Capital Resources springs from its ensemble of highly qualified and experienced professionals. Our team’s collective professional designations include Accredited Investment Fiduciary Analyst® (AIFA®), Accredited Investment Fiduciary® (AIF®), Board Certified Fiduciary™ (BCF™), and Chartered Financial Analyst (CFA). Leading the team is the founder and president, Mary Kathryn Campion, Ph.D., CFA, AIFA.
Our team applies the wealth of experience collected over the last 20 years to provide solid guidance for our clients, grounded in a proven process of fiduciary best practices. We understand the unique financial needs, opportunities, and challenges faced by institutional and accredited investors.
Through our financial expertise, management know-how, and investment fund experience, we help institutions and investors make better informed decisions, and ultimately achieve their goals and objectives.
Our Expertise
Champion Capital Research is an investment management firm that is considered a bellwether in the design and implementation of customized asset allocation and retirement income strategies. In fact, Champion earned the distinction of being the first firm to certify for fiduciary excellence of a $2.5 B public defined benefit plan.
The firm’s investment consulting services and products are designed, implemented, and monitored using a prudent fiduciary portfolio management process.
Additionally, Champion Capital Research’s fiduciary education literature and services provide other fiduciaries with training, education, and certification.
Recent News
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
