EquityCompass

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

Richard Cripps

Founder, EquityCompass

"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

Founder, EquityCompass

"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.

Enduring Investment Strategies for a Dynamic Global Economy

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

Richard Cripps

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

Michael Scherer

"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®

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

Richard Cripps

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

Michael Scherer

"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®

A Partner for Financial Advisors

The Drive for Successful Performance

Portfolios & Strategies

Core Portfolios

Core Retirement Portfolio

Core Investment Portfolio

Core Balanced Portfolio

Equity Portfolios

Quality Dividend Portfolio

Quality Dividend Fund

QDVAX | QDVCX | QDVIX

High-Dividend Portfolio

Global Leaders Portfolio

Select Quality Growth and Income Portfolio

Fixed Income Portfolios

Core Fixed Income Portfolio

Municipal Income Enhanced Portfolio

Alternative Strategies

Equity Risk Management Strategy

Learn More

About EquityCompass

Core Retirement Portfolio Explained

Core Investment Portfolio Explained

Global Leaders Portfolio Explained