THOMPSON INVESTMENT ADVISORS

Overview

Thompson Investment Advisors is a small, fee-based registered advisory firm that manages portfolios primarily for individual and family clients. The firm runs discretionary mandates and expresses a clear preference for equity exposure as the core of client portfolios. Thompson Investment Advisors identifies as an active ESG investor, which suggests environmental, social and governance criteria are incorporated into security selection, manager due diligence and portfolio construction. Their advisory activity covers both personal wealth management and portfolio services for small businesses or institutional clients on a discretionary basis. The firm charges based on a percentage of assets under management and is owned by an individual. Its investment approach centers on public-market equities as the principal source of return, supplemented by external manager allocations and private market exposure where relevant to client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices