Our Vision

To create a highly respected investment management team dedicated to serving our clients’ best interests and known for its independence, integrity and innovation.


Our mission is to preserve and enhance our clients' wealth by providing truly independent and objective investment advice and the highest level of client service.


We act with integrity, competence, dignity, and in an ethical manner; exercise prudent judgment; and take special care to maintain independence and objectivity. We place our clients' interests above all else at all times.


Our passion for investments, transparency, and the pursuit of excellence is pervasive and unrelenting. We look constantly for ways to enhance our clients' experience by improving our people, processes, and performance.

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Our Commitments to You


Independent Advice

As fiduciaries, we hold our clients’ interest above all else, providing them with independent investment advice completely void of proprietary product recommendations.


Investment Professionalism

Chartered Financial Analysts with years of investing experience will be responsible for managing your portfolio.


Client Services

Our dedication to client service is unparalleled. We provide in-person quarterly reviews, clear explanations of investment actions, and prompt follow up.


Competitive Fees

Our investment management fees are extremely competitive. When you consider the high level of expertise and service provided, Campion Asset Management is an unmatched value.

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