Stifel’s Asset Management Division, comprised of several affiliated stand-alone asset managers, provides investment management and services to institutions and individuals over a breadth of asset classes. Our mission: to provide an exceptional client experience across all of our affiliates.
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 (“ZCM”) 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 2017 Stifel Financial Corp. All rights reserved.