If you are a board/committee member of a foundation or endowment, Champion Capital Research can develop and manage customized portfolio strategies to help you achieve the performance needed to support organizational strategies and goals.
Non-Profit Organization Services
We simplify investment and fiduciary decisions for non-profit organizations providing high quality investment options and risk oversight, plan governance, and custom strategy development and implementation. We help these organizations achieve their unique strategic goals by providing:
Fiduciary Audits & Assessments
Investment Policy Statement Development & Review
Investment Manager Due Diligence
Service Provider Analyses - Fees, Expenses, & Soft Dollar
Fiduciary and Investment Education for Board & Staff
To enroll or for more information, please contact our office.