Champion Investments LLC

Champion Investments LLC provides discretionary portfolio management to individual investors, high‑net‑worth individuals and small businesses and does not offer financial planning, educational workshops, or serve as a wrap fee program manager. Like many independent advisers, the firm charges asset‑based fees and focuses its services on portfolio management for individual clients.

The firm follows an active, signals‑driven investment approach that blends fundamental and technical analysis to select individual U.S. equities and a range of ETFs (including equity and fixed‑income ETFs) and explicitly avoids leveraged and inverse ETFs. Portfolios are typically reviewed at least weekly, and trading is normally implemented on a discretionary basis to meet client risk tolerances and investment guidelines.

The firm’s advisory process is informed by the principal’s finance Ph.D. and current role as a university assistant professor together with prior professional trading experience, an arrangement that is less common among firms of this size and informs its proprietary signal methodology. The firm also recommends a specific custodian (Interactive Brokers) and participates in that custodian’s advisor support program—an operational relationship that provides firm‑level tools but may create potential conflicts related to order routing and execution—and it does not vote client proxies, leaving voting decisions to account holders.