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 research advisory firms like us at investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers and investing.
Item 2. Relationships and Services
What investment services and advice can you provide me?
Services: We provide independent advisory services to institutional clientele. Our primary goal is to improve the quality of information available to clients through asset allocation modeling, tactical strategies, alternative investment due diligence, and asset/liability management. We also provide independent verification analyses, economic forecasts, yield curve analyses, manager research and due diligence, investment policy design and implementation, emerging market research, and asset liability analyses. RIAs appoint us as an investment subadvisor to design, invest, trade, manage and administer portfolio assets. CCR considers all of these sub-advised assets to be managed on a non-discretionary basis. When you grant us discretionary authority, you provide us the authority to determine the investments to buy or sell in your account on an ongoing basis. This means that we will continuously monitor your account(s) and make trades in your accounts when necessary. You will have the opportunity to place reasonable written restrictions on the types of investments to be held in the portfolio and should notify us in writing of any changes in your investment objectives, policies, or restrictions. In cases where we have non-discretionary trading authority, you are responsible for making your own trading decisions.
Requirements to open and maintain an account: Our required minimum investment amount for establishing an account is $3,000,000.
ADDITIONAL INFORMATION: Additional information can be found in our Form ADV, Part 2A, Items 4, 7, 8, 12, & 13 available at: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=634583
Item 3: Fees, Costs, Conflicts and Standard of Conduct
What fees will I pay?
Principal Fees and Costs: We are generally compensated for our investment advisory services as a percentage of the value of your accounts we are managing (charged quarterly in advance). The annual management fee charged for this service will be negotiated with you and varies based upon the value of your account and type of services performed. Fees you pay us for investment advisory services are separate and distinct from other fees and expenses charged to your accounts and investments, such as brokerage, custodial, trading, account maintenance, costs of the investment and related fees. The more assets there are in your advisory account, the more you will pay in fees, and we may therefore have an incentive to encourage you to increase the assets in your account. You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying.
ADDITIONAL INFORMATION: For more information, please visit and see Items 5-6 & 12 in Form ADV, Part 2A, available at https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=634583
Standard of Conduct/Conflicts of Interest
What are your legal obligations to me when acting as my investment adviser? How else does your firm make money and what conflicts of interest do you have?
When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you. Here are some examples to help you understand what this means. Our firm may buy, sell or hold in their personal accounts the same securities we recommend to our clients.
We are fiduciaries to you. That means we are required to act in your best interest throughout our entire advisory relationship.
Conversation Starter – How might your conflicts of interest affect me, and how will you address them?
ADDITIONAL INFORMATION: For more information on conflicts of interest, see Items 4, 9, 10, 11, 12 and 14 of our Form ADV, Part 2, available at https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=634583
How do your financial professionals make money?
Our firm’s personnel receive a salary and discretionary bonuses based on individual job performance and the profitability of the firm.
Item 4: Disciplinary History
Do you or your financial professionals have legal or disciplinary history?
No. For more information, you can visit Investor.gov/CRS for free and simple search tool to research us and our financial professionals.
Item 5: Additional Information
If you have any questions about our investment advisory services or if you wish to request a copy of the relationship summary, please contact us at firstname.lastname@example.org. Additional information about us is also available on the SEC’s website at investor.gov/CRS. You can also call us at 713-974-8883 for up-to-date information and request a copy of the relationship summary.
Conversation Starter – As a financial professional, do you have any disciplinary history? For what type of conduct?
Conversation Starter – Who is my primary contact person? Is he or she a representative of an investment adviser or broker-dealer? Who can I talk to if I have concerns about how this person is treating me?