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.
Montibus Capital Management LLC
Montibus Capital Management LLC specializes in creating small and small/mid growth portfolios for institutional investors. Montibus offers U.S. equity growth portfolio management through separately managed accounts, sub-advisory services, and a mutual fund, Montibus Small Cap Growth Fund, to public and corporate retirement funds, corporations, foundations, endowments, Taft-Hartley trusts, family offices, and high net worth individuals.
Thomas Weisel Capital Management LLC Fixed Income Management
TWCM provides comprehensive taxable and tax-exempt fixed income strategies for high net worth individuals, trusts, and foundations. The portfolio managers have over 40 years combined experience in structuring and managing portfolios positioned to meet investors’ goals.
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.
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.
Ziegler Capital Management, LLC
Ziegler Capital Management, LLC is based in Chicago and provides investment solutions for institutions, mutual fund sub-advisory clients, municipalities, pension plans, Taft Hartley, and individual investors.
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, Missouri Valley Partners, and Ziegler Capital Management, LLC are wholly owned subsidiaries and affiliated SEC Registered Investment Advisers of Stifel Financial Corp. Montibus Capital Management LLC, Thomas Weisel Global Growth Partners, and Thomas Weisel Capital Management LLC are SEC Registered Investment Advisers and indirect subsidiaries of Stifel Financial Corp.