A complete list of active advisors currently associated with Thompson Investment Advisors

Warmer can help you find a great advisor at Thompson Investment Advisors or one who fits your needs even better.

Thompson Investment Advisors provides investment counsel and portfolio management to a mix of individual and institutional clients, including individual retirement accounts, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $57 million in client assets and offers both discretionary and non-discretionary management across publicly traded stocks, bonds, mutual funds, ETFs, options, and cash equivalents. The adviser uses a combination of technical and fundamental analysis, relying on securities market databases, chart patterns, and mathematical measures of accumulation or distribution to guide timing and asset allocation, and may materially increase cash-equivalent holdings during market declines. Client portfolios are established through an Investment Objective Questionnaire and the advisor typically operates under discretionary authority to implement the agreed investment guidelines. Compared with many independent peers, Thompson’s client mix explicitly includes institutional plan sponsors and charitable organizations, a service set that is relatively uncommon for firms of this size. The brochure also notes continuity of the firm (founded in 1990 and acquired by the current president in 2021), a stated code of ethics, no receipt of commissions or product sales compensation, and reliance on custodian-provided research (soft-dollar services).

To learn more about the advisors currently working at Thompson Investment Advisors, 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.