Our clients benefit from our affiliates being part of a world-class financial institution with tremendous resources while at the same time maintaining the independence that allows each manager to focus on its proven strengths. Together as a group, with common leadership and business vision, we provide the next generation of investment management that can be catered to address any client need.
- Active Equity
- Fixed Income
- Asset Allocation
- Separate Accounts
- Managed Accounts
- Institutional and Retail Mutual Funds
- Exchange Traded Funds (ETFs)
* Investment strategies provided by the firms discussed herein.
EquityCompass Strategies is a research and investment advisory unit of Choice Financial Partners, Inc. (“Choice”). Choice and Ziegler Capital Management LLC are wholly owned subsidiaries and affiliated SEC Registered Investment Advisers of Stifel Financial Corp. (“Stifel”). 1919 Investment Counsel consists of 1919 Investment Counsel & Trust Company, N.A. (“1919 IC&T”) and 1919 Investment Counsel, LLC (“1919ic”). 1919ic and Thomas Weisel Capital Management LLC are SEC Registered Investment Advisers and indirect subsidiaries of Stifel. 1919 IC&T is an OCC-regulated national trust company that is a wholly owned subsidiary of Stifel. Washington Crossing Advisors is a Stifel investment advisory program. Assets Under Management represents the aggregate fair value of all discretionary and non-discretionary assets, including fee paying and non-fee paying portfolios. Assets Under Advisement represent advisory-only assets where the firm provides a model portfolio and does not have trading authority over the assets.”