A complete list of active advisors currently associated with Thompson Capital Management, LLC

Warmer can help you find a great advisor at Thompson Capital Management, LLC or one who fits your needs even better.

Thompson Capital Management provides discretionary investment management, financial planning, and pension consulting primarily to individual and high-net-worth clients, and also acts as a sub-adviser to other investment advisers. The firm manages roughly $200 million across about 80 client relationships and typically implements services through separately managed accounts and written advisory agreements. The firm runs model-driven strategies that include equities, options, fixed income, and tactical overlays, and it may employ leverage, margin, inverse and leveraged ETFs, and other derivatives in separately managed accounts as part of its volatility and hedging approaches. Thompson Capital publicly discloses performance information, including predecessor track records, and uses quantitative and VIX-linked tools to manage risk and pursue its named strategies. Notable distinctions include its active sub-advisory and licensing relationships with another registered adviser and employment affiliations between the firms, which create cross-firm distribution and licensing arrangements. The adviser operates with a small, concentrated portfolio management team, uses promoter referral arrangements for client introductions, and routinely employs derivatives and higher-frequency trading in ways that are atypical for many peers in its category.

To learn more about the advisors currently working at Thompson Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.