We invite you to explore our capabilities and learn about the investment management teams by clicking on any of the links below for more information.
Leveraging its strong research focus and the quantitative models that implement them, EquityCompass offers a comprehensive range of benchmark-relative, absolute-return, and risk-management portfolio strategies through Stifel to Financial Advisors and institutional clients in the U.S. and Europe.
Missouri Valley Partners
The firm manages assets for a wide range of U.S. and international clients, including corporate, public, Taft-Hartley, endowment, foundation, and high net worth individuals. The firm's specialties include asset allocation, large cap and small cap equity, and fixed income portfolio management.
Thomas Weisel Global Growth Partners
Venture capital fund of funds and individually managed separate accounts; Global Growth Partners also is an active buyer of secondary interests in private equity funds and portfolios of direct interests in venture-backed companies.
Timberline Asset Management LLC
Timberline Asset Management LLC (“TAM”) specializes in creating small and small/mid growth portfolios for institutional investors. TAM offers U.S. equity growth portfolio management through separately managed accounts, sub-advisory services, and a mutual fund, Timberline Small Cap Growth Fund, to public and corporate retirement funds, corporations, foundations, endowments, Taft-Hartley trusts, family offices, and high net worth individuals.
Washington Crossing Advisors
Washington Crossing Advisors uses disciplined, time-tested approaches to wealth management through global tactical asset allocation, laddered bond portfolios, and all cap value equity strategies, offering a variety of separately managed accounts through Stifel.
Washington Crossing Advisors is a Stifel investment advisory program. EquityCompass Strategies is a research and investment advisory unit of Choice Financial Partners. Choice Financial Partners, and Missouri Valley Partners are wholly owned subsidiaries and affiliated SEC Registered Investment Advisers of Stifel Financial Corp. Timberline Asset Management LLC ("TAM") and Thomas Weisel Global Growth Partners are SEC Registered Investment Advisers and indirect subsidiaries of Stifel Financial Corp.