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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-07-2020
- Office Locations
- 1
Office Locations
About Champion Investments LLC
Champion Investments LLC is a boutique RIA providing customized portfolio management for individuals, high-net-worth clients, and small businesses. Portfolios use individual equities plus ETFs and mutual funds, guided by fundamental valuation and short-term statistical signals to target risk-adjusted returns. Led by Dr. Jordan S. Moore (MIT, PhD Rochester), a finance professor; trades are executed via Interactive Brokers.
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Investment Themes
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Owner & Executives
JORDAN SEAN MOORE
Chief Compliance Officer, Managing Member, President, Senior Financial Analyst
- CRD
- #3075553
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,699,921,968 | 35.5% |
| Cash | $4,905,492,027 | 64.5% |
| Total | $7,605,413,995 | 100.0% |