EQUITYCOMPASS

EquityCompass is a Baltimore-based SEC registered investment adviser offering a broad range of portfolio strategies for individuals, financial intermediaries, and institutional clients in the U.S. The firm began managing investments in January 2006 and as of December 31, 2020, over $4.0 billion in assets were invested in its portfolio strategies... EquityCompass has a fiduciary responsibility to clients, partnership responsibility with Financial Advisors, and responsibility among ourselves to be supportive, dependable, and trustworthy. We adhere to the "best practice" approach for compliance oversight and "high touch" approach for communicating relevant portfolio policies consistent with client risk and performance expectations... EquityCompass provides advisors with complementary skills, shared responsibility, and common purpose. We seek to protect, preserve, and grow the assets entrusted to us through an enduring commitment to excellence. We drive results by combining our veteran..

Also known as: EquityCompass Investment Management, EquityCompass Investment Management, LLC

Primary location: Baltimore United States