Associations

Champion Research is proud to work with a number of client types, industry service providers and associations, non-profits, and higher education and research institutions.

fi360

Fi360, Inc. is a privately-held corporation offering an extensive range of education, certification, software and practice management solutions for financial service providers, including the AIF® and AIFA® designation programs, the fi360 Toolkit™ software, and fi360 Fiduciary Score®. The company’s vision is to be the leading provider of services that raise the level of professionalism in investment management. Fi360 was founded in 1999 and headquartered in Bridgeville, Pennsylvania.

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As an independent global assessment and certification organization, CEFEX works closely with investment fiduciaries and industry experts and provides an independent recognition of a firm’s conformity to a defined Standard of Practice, which implies that a firm can demonstrate adherence to the industry’s best practices and is positioned to earn the public’s trust.

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The Texas Association of Public Employee Retirement Systems, TEXpers, is a statewide voluntary non-profit association that provides education and legislative advisory services to the Trustees, administrators, professional service providers, and employee groups that manage the retirement money of police, fire fighters, municipal and district employees in cities across Texas. The association was founded in 1988 and represents nearly 130,000 active and retired participants and approximately $89 billion in assets.

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The CFA Institute is a non-profit association serving over 110,000 investment professionals in 140 countries. The organization offers the Chartered Financial Analyst (CFA) designation, the Certificate in Investment Performance (CIPM), and the Claritas Investment Certificate and provides continuing education conferences, seminars, webcasts, and publications to allow members and other participants to stay current on developments in the investment industry.

CFA Society Houston

Founded in 1955, the CFA Society Houston is a volunteer organization serving 895+ members and provides and promotes educational opportunities within its investment community.

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The National Society of Institutional Investment Professionals, NSIIP, is a nationwide, voluntary nonprofit educational organization promoting the exchange of information and education of institutional investor professionals.

Sentinel Benefits & Financial Group has become a trusted financial advisor and employee benefits administration service provider to businesses and individuals across the United States.

Canon Capital Management Group, LLC (Canon Capital) provides integrated financial and business services to businesses, individuals, government entities and non-profit enterprises. Canon Capital has built a large base of satisfied clients that trust our competent and capable professionals with their estate planning, financial planning, investments, tax reporting, payroll, technology and business consulting needs. Canon Capital provides a single source of financial and business services to help you make the right decisions.

Hardy Reed, LLC, is an independent investment advisory, fiduciary consulting and retirement plan services firm providing Objective Fiduciary Guidance. Our team of investment advisory, fiduciary consulting and retirement plan services professionals provides objective consulting and investment advisory guidance to high-net-worth individuals and their families, institutions such as endowments and foundations, and retirement plan administrators on strategies to help preserve and grow capital.

Loveland Consulting has consulted in the financial services sector for more than 30 years, providing consults on broker-dealer and investment adviser legal and compliance matters, including enforcement defense and expert testimony in arbitrations and litigation, and fiduciary training for firms and individuals nationwide, conducts fiduciary assessments and “mock audits” for advisors, broker-dealers, qualified plans, endowments and foundations.

Cornerstone Capital Advisors strives to deliver excellent customer service and personalized guidance to every one of our clients. We utilize goals-based financial planning to create a roadmap to guide you towards the future you envision. Our philosophy may seem simple, but it reminds us why we chose the financial services industry to begin with: We are here to help our clients actively pursue the life they have always imagined.

Plan Sponsor Consultants is a nationally recognized independent retirement plan consulting firm with offices in Georgia, Alabama, Michigan, and DC. We have developed and maintain a proprietary RFP of Record-keepers that focuses on their ability to assist plan sponsors in complying with the 22 Prudent Fiduciary Practices that comprise a Global Standard of Fiduciary Excellence. In 2018, Plan Sponsor Consultants was selected as a finalist for the 2018 PlanSponsor Adverser Team of the Year Award in the Large Team Category.

PIA specializes in showing sponsors of 401(k) and other retirement plans how a longstanding, yet little-known, legal mechanism in ERISA allows them to get rid of significant fiduciary responsibilities – and therefore significant liabilities – for the selection, monitoring and replacement of plan investment options and then transfer such responsibilities and liabilities to PIA. Our firm is totally independent of all plan vendors and its fully disclosed revenue comes only from its clients, thereby helping to avoid conflicts of interest and helping reduce the risk and increase the future wealth of any pool of money, long term, whether it is a 401(k) retirement plan, non-profit foundation or endowment, or private family trust.

FiduciaryPath’s mission is to ensure that investment fiduciaries are aware of their fiduciary responsibilities and that their investment process is managed to an appropriate fiduciary standard of care. FiduciaryPath offers Consulting Assessments and Certification Assessments of a firm’s conformance to the Global Fiduciary Standard of Excellence. FiduciaryPath acts as an accredited fiduciary consultant to Investment Advisors and Fiduciary Advisers, Investment Stewards, and Investment Managers.

Potomac Strategic Development Company (“PSD”) is a Washington, DC-based business development and Federal and state policy development and advocacy firm comprised of highly successful individuals in a wide variety of industries. Potomac Strategic provides organizations with successful solutions to complex challenges in development, marketing, advocacy, Federal funding, regulatory affairs, communications and business development. Without relying on a single strategy or uniform approach, we formulate and execute strategies from beginning-to-end by identifying effective strategies that match our clients’ unique capabilities and needs.