Investment Advisory

The EquityCompass proprietary methodology is offered in investment advisory accounts for institutions and individuals and is available on selective separate account platforms. Individuals may access EquityCompass through five portfolios offered exclusively through Stifel Nicolaus financial advisors.

  • Stifel Separate Account
  • Institutions
  • Third-Party
  • Research Subscribers
EquityCompass Strategies is a research and investment advisory unit of
Choice Financial Partners, a wholly owned subsidiary of Stifel Financial Corp. Registered Investment Advisory services offered through Choice Financial Partners.