Campion Asset Management, LLC

Campion Asset Management, LLC, founded in May 2005 by Terence E. Burns, CFA®, offers investment management services to individual and institutional clients. The firm operates independently with a focus on clients' financial health, guided by core values of independence, integrity, and innovation. Services include discretionary and non-discretionary investment management, tailored to clients' needs through Investment Policy Statements, Strategic Asset Allocation, macroeconomic analysis, and portfolio construction. Campion emphasizes ongoing monitoring, rebalancing, and performance evaluation to align portfolios with client objectives. The firm acts as a fiduciary at all times, ensuring clients' best interests are prioritized. With combined assets under management of approximately $204 million, Campion charges fees based on a percentage of assets managed, with negotiable options for specialized services. The firm does not engage in performance-based fees, ensuring transparency and client-focused practices. Campion does not accept soft dollars, maintains a Code of Ethics, and votes proxies in clients' best interests. The firm does not hold custody of client assets, ensuring an independent and client-centric approach to investment management.