A complete list of active advisors currently associated with Champion Advisors LLC
Warmer can help you find a great advisor at Champion Advisors LLC or one who fits your needs even better.
Champion Advisors LLC provides discretionary investment management and tailored advisory services for individuals, high-net-worth clients, trusts, estates and foundations, managing accounts on a customized basis and allowing written client restrictions. The firm manages roughly $137 million for a small client base and negotiates fees case-by-case while delivering periodic performance reporting and annual reviews. The firm follows a long-term, buy-and-hold approach grounded in Modern Portfolio Theory, emphasizing strategic asset allocation and global diversification through passively managed mutual funds, laddered bond portfolios and investment-grade fixed income. For clients who want broader exposures the firm may include REITs, commodities index funds, alternative investments and evaluates insurance products as part of overall planning. A distinguishing feature is that a firm principal is also licensed to sell life insurance and fixed annuities and may receive commissions from those sales, with clients free to implement insurance recommendations elsewhere. The firm also participates in an institutional custody program that provides access to institutional-only fund share classes and operational services, which the firm cites as part of its service model.
To learn more about the advisors currently working at Champion Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Houston, TX
| 21
| |
Houston, TX
| 5
|
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