​EquityCompass Investment Management, LLC is a Baltimore-based SEC-registered investment adviser and a wholly owned subsidiary of Stifel Financial Corp. Established in 2006, the firm offers a diverse range of portfolio strategies for individuals, financial intermediaries, and institutional clients across the U.S. As of July 31, 2024, EquityCompass managed over $5.0 billion in assets . The firm employs a research-driven, rules-based investment process that integrates traditional investment theory with quantitative techniques . EquityCompass’s portfolio offerings include Core Retirement, Core Investment, Core Balanced, Quality Dividend, High-Dividend, Global Leaders, Select Quality Growth and Income, Core Fixed Income, and Municipal Income Enhanced strategies . Additionally, they provide an Equity Risk Management Strategy aimed at adjusting equity exposure to manage downside risk and volatility . The firm’s investment team, led by Chief Investment Officer Robert Hagstrom, CFA, brings extensive experience in security analysis, capital markets, and portfolio management .​