Campion Asset Management was founded in 2005 by Terence Burns in order to serve both individuals and non-profit organizations. The firm was established to ensure that clients received both independent advice and the highest level of personalized service.

After working in the investment management industry for 10 years, Terence recognized a huge gap in service. Big firms seemed to offer “cookie-cutter” advice based on a fixed product line and impersonal service. Small firms seemed to lack the industry experience and expertise to provide thoughtful advice to clients.

Terence decided to use his years of experience to start a firm that would provide both high quality advice and personalized service. He knew that by providing his clients with truly objective advice, he could best meet their needs and preserve their interests. Terence had a strong belief that by actively listening to clients and offering tailored service, Campion would set an example for others to follow.

As Campion has grown, this same philosophy still guides our business. The initiative that Terence started years ago remains an example of industry excellence. While the tides of the market have changed, our core values have remained steadfast.