equitycompass strategies is a registered investment advisor and a wholly owned subsidiary of stifel financial corp. equitycompass offers a broad range of portfolio strategies based on its research-driven, rules-based investment process, which merges traditional investment theory with quantitative techniques. sma portfolios and equity-linked instruments based on equitycompass model portfolios are available primarily through affiliated broker dealer, stifel, nicolaus & company, incorporated. as of september 30, 2017, equitycompass provided portfolio strategies with respect to assets of approximately $3.5 billion.
finance
