EquityCompass Strategies
Financial Services - Baltimore, MD, US
EquityCompass Strategies Employees
EquityCompass Strategies Details
EquityCompass Investment Management, LLC ("EquityCompass") is a registered investment adviser and a wholly owned subsidiary of Stifel Financial Corp. EquityCompass offers a broad range of portfolio strategies based on its research-driven, rules-based investment process, which merges traditional investment theory with quantitative techniques. SMA portfolios and equity-linked instruments based on EquityCompass model portfolios are available primarily through affiliated broker dealer, Stifel, Nicolaus & Company, Incorporated. As of December 31, 2018, EquityCompass provided portfolio strategies with respect to assets over $3.8 billion.
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