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About Us

People. Responsibility. Perfomance.

Learn more about us.

About EquityCompass

EquityCompass is a Baltimore-based SEC registered investment adviser offering a broad range of portfolio strategies and custom plans for individuals, financial intermediaries, and institutional clients in the U.S. and Europe. Formally organized in 2008, EquityCompass provides portfolio strategies with respect to total assets over $4.0 billion as of June 30, 2018.

The EquityCompass team of professionals represents deep industry experience in security analysis, capital markets, and portfolio management. We are committed to a consistent investment process that relies on enduring principles, sound empirical reasoning, and the recognition of a dynamic investment environment with a global reach.

Extensive Investment Experience

  • Average Senior Portfolio Manager industry experience of over 25 years
  • Our investment team has been providing research and stock recommendations since 1991
  • The investment team is led by Richard Cripps, CIO — former Managing Director of Portfolio Strategy at Stifel and former Chief Market Strategist and Co-Chairman of the investment committee at Legg Mason Wood Walker, Inc.

Mission

At EquityCompass, our mission as an asset management company is to provide investment solutions that address the needs of clients accumulating, preserving, and decumulating wealth. We aim to accomplish these goals with an organizational culture that prizes intellectual honesty, open dialogue among colleagues, and a commitment to continually improve ourselves and the investment process.

Our investment approach relies on establishing a consistent and repeatable methodology for each of our stated portfolio objectives. We strive for an investment process that comports with relevant capital market theories, validates from independent empirical testing, and incorporates active portfolio involvement from experienced professionals. Fundamentally, we focus on the “will and ability” to sustain and grow cash flows for dividends or to be reinvested for long-term economic compounding. Quantitatively, we seek to identify temporary mispricing and measure quality from non-price sensitive criteria. Our portfolio strategies are focused, purposely diversified, and generally equal-weighted among stock positions. We have a fiduciary responsibility to clients, partnership responsibility with Financial Advisors, and responsibility among ourselves to be supportive, dependable, and trustworthy.

Values

People

We are a team of experienced, successful, and committed investment professionals. Our formula is to seek professionals who are passionate about investing and willing to engage in a diligent and collaborative effort to produce successful results. We recognize the value of diverse thinking, open dialogue, and mutual support.

Led by founder Richard Cripps, the EquityCompass investment team represents deep industry experience in security analysis, capital markets, and portfolio management.

Responsibility

EquityCompass has a fiduciary responsibility to clients, partnership responsibility with Financial Advisors, and responsibility among ourselves to be supportive, dependable, and trustworthy.

We adhere to a “best practice” approach for compliance oversight and a “high touch” approach for communicating relevant portfolio policies consistent with client risk and performance expectations.

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.

Investing embodies a set of accepted principles such as diversification, intrinsic value analysis, and financial risk assessment. While these principles endure, they also evolve in the context of a competitive marketplace and global economy driven by technological and political change. Beyond accepted principles, investing is also a challenge of qualitative and behavioral factors that can be both opportunistic and expose potential pitfalls to successful performance.

Passive approaches minimize the investment process by replicating an index and following the lead of the marketplace. At EquityCompass, we believe successful investing is purposeful and likely to produce the desired results if directed with thorough research, thoughtful judgment, and consistent decision-making.