Thompson Investment Management

Overview

Thompson Investment Management is an independent registered investment advisor based in Madison, Wisconsin, offering investment portfolio management, retirement plan services, and mutual funds to individuals, businesses, and foundations. The firm specializes in managing portfolios of stocks, bonds, and other securities, developing long-term plans, and constructing custom portfolios tailored to each client's unique needs and objectives. They also provide retirement plan services for small-to-medium-sized businesses, including 401(k), 403(b), profit-sharing, cash balance, SEP, employee stock option plans, and SIMPLE IRAs. Additionally, their proprietary mutual funds are available for direct investment by individuals and through financial advisors. The firm's investment strategy involves fundamental research conducted internally, focusing on individual securities rather than third-party actively managed funds. Portfolio managers, each with over 10 years of experience and holding the Chartered Financial Analyst designation, collaborate to develop and implement strategies that align with clients' financial goals. They offer a range of account types, including individual and joint taxable portfolios, trust accounts, Roth and traditional IRAs, corporate portfolios, endowment portfolios, profit-sharing portfolios, and foundation portfolios. Regular communication with clients is emphasized, providing clear, detailed reports on portfolio performance, composition, and transactions, along with monthly assessments of the best and worst-performing securities. Thompson Investment Management has been recognized for its commitment to client service and financial expertise. In 2023, it was ranked No. 48 on CNBC's Financial Advisor 100 list, marking its first appearance on the list. The firm's dedication to understanding each client's distinct needs and identifying investment strategies in their best interest underscores its client-centric approach. With a team of experienced professionals, Thompson Investment Management strives to produce competitive risk-adjusted returns while paying special attention to each individual's unique financial needs, ensuring high-quality customer service across all client interactions.