Boston, MA Office

EquityCompass provides model portfolios, discretionary management and investment commentary primarily to financial intermediaries, sponsor firms and institutional clients, while also serving individual and trust accounts. As of December 31, 2025, the firm reported approximately $227.7 million in assets under management and about $5.524 billion in assets under advisement for advisory-only model delivery.

The firm’s investment process combines fundamental analysis with quantitative, rules-based models to construct focused, generally equal-weighted strategies that span equity, fixed income, tax-advantaged municipal allocations, and tactical equity risk management. EquityCompass delivers both non-discretionary model portfolios to sponsoring firms and discretionary management within wrap fee programs, and it provides quarterly performance reviews and periodic market overviews to sponsoring firms for use with their clients.

EquityCompass is a wholly owned subsidiary of Stifel Financial Corp. and operates alongside affiliated broker-dealers, trust companies, banks and other registered advisers, which it discloses as a material element of its business relationships and operations. The firm’s role as a model provider to affiliated and non‑affiliated sponsors, participation in wrap programs (with sponsor custodian oversight and internal control reporting), dual-contract arrangements where it can deduct fees, and a multi-office presence despite modest direct AUM together distinguish its operating model from many similarly sized advisory teams.