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Asset
Management Asset
Management

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Asset Management

Stifel’s asset management affiliates provide investment management and services to institutions and individuals over a variety of asset classes.

While backed by the extensive resources of Stifel, these standalone asset managers operate independently, allowing them to focus on their unique individual strengths.

Together, with common leadership and shared vision, our asset management affiliates offer investment management that can be tailored to any client need.

Click to learn more about Stifel’s asset management affiliates.


Our asset management affiliates employ a diverse range of active equity, fixed income, asset allocation, and alternative investment strategies.

Strategies Matrix

ACTIVE EQUITY 1919 INVESTMENT
COUNSEL		 EQUITYCOMPASS* NORTH ATLANTIC
CAPITAL MANAGEMENT		 STIFEL CAPITAL
MANAGEMENT		 WASHINGTON
CROSSING ADVISORS
Large Cap Core 1919 Investment Counsel offers Active Equity, Large Cap Core EquityCompass offers Active Equity, Large Cap Core
Large Cap Value/
Equity Income		 1919 Investment Counsel offers Active Equity, Equity Income EquityCompass offers Active Equity, Equity Income Washington Crossing Advisors offers Active Equity, Equity Income
Large Cap Growth 1919 Investment Counsel offers Active Equity, Large Cap Growth EquityCompass offers Active Equity, Large Cap Core
Financial Services 1919 Investment Counsel offers Active Equity, Financial Services
Global/International Equity 1919 Investment Counsel offers Active Equity, Global/International Equity EquityCompass offers Active Equity, Global/International Equity
All Cap 1919 Investment Counsel offers Active Equity, All Cap EquityCompass offers Active Equity, All Cap Washington Crossing Advisors offers Active Equity, All Cap
Socially Responsible 1919 Investment Counsel offers Active Equity, Socially Responsible
ALTERNATIVE INVESTMENTS
SBIC Private Funds North Atlantic Capital Management offers Alternative Investments, SBIC Private Funds
ASSET ALLOCATION
Equity/Fixed Combination 1919 Investment Counsel offers Asset Allocation, Fixed Combination EquityCompass offers Asset Allocation, Fixed Combination Washington Crossing Advisors offers Asset Allocation, Fixed Combination
FIXED INCOME
Short Duration Stifel Capital Management offers Fixed Income, Short Duration Washington Crossing Advisors offers Fixed Income, Short Duration
Intermediate Fixed 1919 Investment Counsel offers Fixed Income, Intermediate Fixed Stifel Capital Management offers Fixed Income, Intermediate Fixed Washington Crossing Advisors offers Fixed Income, Intermediate Fixed
Core Fixed 1919 Investment Counsel offers Fixed Income, Core Fixed EquityCompass offers Fixed Income, Core Fixed Stifel Capital Management offers Fixed Income, Core Fixed Washington Crossing Advisors offers Fixed Income, Core Fixed
Customized 1919 Investment Counsel offers Fixed Income, Customized Stifel Capital Management offers Fixed Income, Customized Washington Crossing Advisors offers Fixed Income, Customized
Municipal Bond 1919 Investment Counsel offers Fixed Income, Municipal Bond EquityCompass offers Fixed Income, Municipal Bond Stifel Capital Management offers Fixed Income, Municipal Bond
Socially Responsible 1919 Investment Counsel offers Fixed Income, Socially Responsible
Hybrid Preferred Stifel Capital Management offers Fixed Income, Hybrid Preferred
*EquityCompass Fixed Income strategies utilize Exchange Traded Funds and Closed End Funds.

1919 Investment Counsel, LLC, (1919) EquityCompass Investment Management, LLC (EquityCompass), North Atlantic Capital Management, LLC (NACM), Stifel Capital Management, LLC (SCM), and Washington Crossing Advisors, LLC (WCA) are wholly owned subsidiaries of Stifel Financial Corp. (Stifel). 1919, EquityCompass, SCM, and WCA are SEC Registered Investment Advisers. Registration with the SEC does not imply a certain level of skill or training. NACM is regulated by the Small Business Administration.

Individuals

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ALL RIGHTS RESERVED.

This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC.