EquityCompass Investment Management, LLC ("EquityCompass") is a registered investment adviser and a wholly owned subsidiary of Stifel Financial Corp. EquityCompass offers a broad range of portfolio strategies based on its research-driven, rules-based investment process, which merges traditional investment theory with quantitative techniques. SMA portfolios and equity-linked instruments based on EquityCompass model portfolios are available primarily through affiliated broker dealer, Stifel, Nicolaus & Company, Incorporated. As of August 30, 2022, EquityCompass provided portfolio strategies with respect to assets of approximately $4.5 billion. Learn more: www.equitycompass.com