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 August 30, 2022, EquityCompass provided portfolio strategies with respect to assets of approximately $4.5 billion.
Learn more: www.equitycompass.com
Company Details
- Employees
- 8
- Founded
- -
- Address
- One South Street,
- Phone
- (443) 224-1231
- in****@****ass.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- equitycompass.com
- Keywords
- Portfolio Management.
- HQ
- Baltimore, MD
Equitycompass Investment Management, Llc Questions
Equitycompass Investment Management, Llc's helpline number is (443) 224-1231
Equitycompass Investment Management, Llc's website is equitycompass.com
Equitycompass Investment Management, Llc's LinkedIn profile is https://www.linkedin.com/company/equitycompass-strategies
Equitycompass Investment Management, Llc has
8 employees.
View email and phone details for 8
employees at Equitycompass Investment Management, Llc.
Equitycompass Investment Management, Llc's industry is
Financial Services
Equitycompass Investment Management, Llc's top competitors are
Apex Heating & Cooling,
Compass Group Equity Partners,
Wellington Management,
Franklin Templeton,
Stifel Financial Corp.,
Sands Brothers & Co,
Compass Equity Partners,
Valley Manor Investment Management,
1919 Investment Counsel,
Toucan Energy.
Equitycompass Investment Management, Llc's support email address is info@equitycompass.com
Equitycompass Investment Management, Llc's categories are Financial Services
Equitycompass Investment Management, Llc's founding year is 2008
