A complete list of active advisors currently associated with Thompson & Thompson Investment Advisors, Inc.

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

Thompson & Thompson Investment Advisors, Inc. provides discretionary investment management, retirement income planning, and focused portfolios of U.S. stocks and bonds for individuals, trusts, charitable organizations, and small businesses. The firm serves a small client base (about 30 clients) with roughly $27.6 million in assets under management and charges customary percentage-of-assets fees for managed accounts. The firm combines Modern Portfolio Theory principles with both passive index-based allocations for more risk-averse clients and active, fundamental stock selection for clients seeking outperformance, tailoring plans to each client’s goals and risk profile. Accounts are generally managed on a discretionary basis, with regular monitoring, annual plan reviews, and monthly performance reports plus an annual performance letter that compares results to agreed benchmarks. What is distinctive about the firm is a set of services that are uncommon among peers: it offers optional performance-based fee arrangements for qualified clients that tie compensation to equity portfolio outperformance versus an agreed benchmark and uses a high-water mark, it provides regular performance reporting and an annual performance letter, and it conducts educational seminars and presentations (sometimes offered pro‑bono or fee‑based). The two-advisor firm also highlights professional backgrounds in law and taxation and an active teaching role among its principals, which inform its planning and educational offerings.

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