ASAE - Campion Asset Management LLC

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About

Financial / Investment Services / Retirement Services, Financial Reporting / Tracking

1 More

Consultants

Investment, Asset Management

Headquarters

1934 Old Gallows Rd, Vienna, VA 22182-4008, USA

Campion Asset Management LLC

Exemplifying Excellence: Tailored Investment Solutions with Integrity & Innovation.

Established to cater to the unique needs of the Association industry, this firm exemplifies excellence in investment management. It is dedicated to safeguarding the assets most cherished by its clients, demonstrating a rigorous commitment to independence, integrity, and innovation. The firm prides itself on acting with ethical integrity and prudent judgment, striving always to place the clients' interests above its own. By focusing on improving its people, processes, and performance, the firm continuously enhances the client experience, offering in-depth portfolio reviews and transparent explanations of investment actions.

Founded in 2005 by an experienced industry professional who recognized the gaps in investment management services, the firm stands out for its bespoke approach to investment advice. Eschewing the "cookie-cutter" solutions typical of larger institutions, it provides tailored, independent advice complete with transparent performance reporting. Emphasizing the importance of professionalism and personalized service, the firm's philosophy is deeply rooted in actively listening to clients and catering to their specific objectives. This commitment to ethical conduct and excellence continues to guide its operations, ensuring that it remains a model of best practices within the industry.