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Enduring Investment Strategies for a Dynamic Global Economy

Learn more about EquityCompass

"Our portfolios have the responsibility of addressing their expected risk and reward performance consistent with their investment objective."

Richard Cripps, CFA

Chief Investment Officer

"The end client is the cornerstone that drives our investment strategies."

Michael Scherer

Senior Portfolio Manager

"The emotional strains of investing can be a paralyzing force. Our goal is to provide clients with investment solutions designed to keep them along the path toward achieving their financial goals, even during periods of market stress."

Bernard J. Kavanagh III, CMT®

Senior Portfolio Manager

"Our portfolios have the responsibility of addressing their expected risk and reward performance consistent with their investment objective."

Richard Cripps, CFA

Chief Investment Officer

"The end client is the cornerstone that drives our investment strategies."

Michael Scherer

Senior Portfolio Manager

"The emotional strains of investing can be a paralyzing force. Our goal is to provide clients with investment solutions designed to keep them along the path toward achieving their financial goals, even during periods of market stress."

Bernard J. Kavanagh III, CMT®

Senior Portfolio Manager

A Partner for Financial Advisors

EquityCompass provides advisors with complementary skills, shared responsibility, and common purpose. We seek to protect, preserve, and grow the assets entrusted to us through an enduring commitment to excellence. We drive results by combining our veteran team’s experience and talents with premier, client-driven service.

The Drive for Successful Performance

While investment results over time are a result of factors such as asset allocation, risk tolerance, and time horizon, successful performance can be attributed to the investment process or decision-making that helps guide a portfolio to achieving financial goals. At EquityCompass, we dedicate a great deal of time to the investment process because we believe thoroughly researched and consistently applied decision-making has the greatest likelihood of producing successful performance.

Portfolios & Strategies

Core Portfolios

U.S. Equities

Global and Alternative Strategies

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