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 both individual and institutional clients, including retirement accounts, pension and profit‑sharing plans, trusts, charitable organizations and corporations. The firm implements and monitors discretionary portfolios across publicly traded equities, fixed‑income instruments, mutual funds, ETFs and options and is compensated primarily through asset‑based advisory fees. The firm’s investment process blends fundamental review with technical analysis, relying on securities market databases, stock chart patterns and mathematical measures of accumulation or distribution to inform buy, hold and sell decisions. Client objectives are documented via an Investment Objective Questionnaire, and the adviser may materially increase cash equivalents during market declines as a capital‑preservation tactic. Distinctive features include the firm’s role managing assets for institutional entities such as pension and profit‑sharing plans and corporate clients, a client mix that is uncommon among independent advisers. The brochure also notes the adviser does not receive commission‑based product compensation and relies on custodial research/soft‑dollar support, which informs how execution and research are sourced.

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.