Equitycompass Investment Management, LLC

Bernard Kavanagh is a financial advisor with EquityCompass Investment Management, LLC in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Stifel, Nicolaus & Company, Incorporated since 2013 and has been with Equity Compass Strategies since 2011. EquityCompass Investment Management provides model portfolios and discretionary investment management to financial intermediaries, institutions, and individual clients. The firm uses a research-driven, rules-based process that combines fundamental and quantitative analysis to implement focused, diversified, equal-weighted portfolios across various asset classes and strategies.

Bobby Thomas is a financial advisor with EquityCompass Investment Management, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been affiliated with Stifel, Nicolaus & Company, Incorporated and Choice Financial Partners since 2007. EquityCompass Investment Management provides model portfolios and discretionary investment management services to financial intermediaries, institutions, and individual clients. The firm uses a research-driven, rules-based process combining fundamental analysis with quantitative models to offer focused, diversified portfolios across various asset classes.

Robert Hagstrom is a CFA® charterholder with 24 years of industry experience. He has been with EquityCompass Investment Management, LLC since 2014. Outside of his advisory role, he is an author and publisher, writing books through John Wiley & Sons. EquityCompass Investment Management provides model portfolios and discretionary investment management to financial intermediaries, institutions, and individual clients. The firm employs a research-driven, rules-based process that combines fundamental and quantitative analysis, offering a range of focused, diversified strategies across multiple asset classes.

Michael Scherer is a financial advisor at EquityCompass Investment Management, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Choice Financial Partners since 2008 and at Stifel, Nicolaus & Company, Incorporated since 2005. EquityCompass provides model portfolios and discretionary investment management to financial intermediaries, institutions, and individual clients. The firm uses a research-driven, rules-based process combining fundamental and quantitative analysis, offering a range of strategies including multi-asset portfolios, equity income, tactical equity risk management, fixed-income ETFs, and tax-advantaged municipal allocations.

Timothy Mccann is a financial advisor with EquityCompass Investment Management, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Choice Financial Partners since 2008 and at Stifel, Nicolaus & Company, Incorporated since 2005. EquityCompass Investment Management provides model portfolios and discretionary investment management to financial intermediaries, institutions, and individual clients. The firm uses a research-driven, rules-based process combining fundamental analysis and quantitative models to implement focused, diversified portfolios across various asset classes.