Stifel Separate Account Portfolios

Individual investors can access professionally managed EquityCompass portfolios exclusively through Stifel Nicolaus financial advisors. An objective and disciplined investment approach, EquityCompass has adapted its methodology of identifying mispriced securities to these four portfolios available through the Stifel Core Portfolios Program:

Redline 15
The Stifel Redline 15 focuses on stocks experiencing the most extreme over-/underreaction from within the S&P 500 index.

Select Quality
The Stifel Select Quality is a sector-balanced portfolio of 30 high-quality stocks purchased at opportune entry points. EquityCompass Strategies employs proprietary models to evaluate stocks based on quality and timeliness.

Quality Dividend
The Stifel Quality Dividend identifies high-yielding stocks that exhibit favorable quality and valuation attributes. A high level of current income compounded with modest appreciation has been shown to produce superior long-term performance.

Research Opportunity
The Stifel Research Opportunity combines a favorable opinion derived from fundamental research with the near-term opportunism identified from the EquityCompass Redline model.

See the Disclosures link above for important information on the Stifel Core Portfolios Program, a fee-based advisory program.