Investment Management Services — Smart Investing Starts Here

Thompson Investment Management, Inc. investment professionals manage portfolios of stocks, bonds and other securities for high net worth individuals, trusts, corporations, non-profits, endowments, profit-sharing plans, and foundations. In this capacity, clients give us the discretion to buy and sell securities for their investment accounts based on their specific needs, goals and tax sensitivity. We are an independent advisor, so we can work with your existing broker, custodian or trust company; or we can assist you in choosing a custodian. We employ sophisticated accounting and trading systems that allow us to interface with over 40 brokerage firms and provide comprehensive detailed reporting to meet the diverse needs of our clients. Thompson Investment Management, Inc. also manages three proprietary mutual funds.

 

Wealth Management Services — The Focus is on YOU

Thompson Investment Management, Inc.'s independence allows us the freedom to work in our clients' best interests, as we are not limited to a particular investment product or fund. Our team will personally meet with you to develop a plan to help you achieve your financial goals within your risk tolerance. In addition to making purchase and sale decisions in investment portfolios, our highly qualified and experienced investment professionals help clients with a number of financial concerns and issues. This includes determining appropriate asset allocation targets, assessing complicated financial alternatives (should I buy an investment property or a bond?), and dealing with a wide range of general financial advice. We also work with companies to develop retirement plans, strategically partnering with plan administration firms. We can advise on annual fund selection and monitoring to enable organizations to have a low-cost retirement plan available for employees and owners. Rely on Our Independent Advice for:

  • Asset Allocation

  • Broad Financial Questions

  • Investment Tax Planning

  • Retirement Plan Advising

  • Family Wealth Management

  • Charitable Giving Decisions

  • Developing Charitable Foundation and Endowment Investment Policies

 

Investment Planning Services — Building a Secure Future Together

Day-to-day investment decisions should not happen in a vacuum. Everyone has different needs, goals and circumstances that can be at odds with the conventional wisdom of the moment. It can be quite inappropriate to follow generic "rules of thumb." We offer investment planning as a comprehensive, ongoing approach to managing all areas of your financial life that takes into consideration your income, expenses, investments and debt; your short-term and long-term goals such as paying for college or retiring comfortably; and, finally, leaving a legacy. Our team can help you prepare for the life-changing events that impact your finances. We will take a look at your overall financial needs, including your current situation and your goals for the future. Together, we'll work with you to create a financial plan based on your dreams and goals, and track your progress toward achieving them. Core Services Offered with a Comprehensive Plan:

  • Cash Flow Management
  • Investment Planning
  • Education Planning
  • Goal Planning
  • Employee Benefit Analysis

Retirement Plans Services — Focusing on You & Your Employees

Thompson Investment Management, Inc.'s Retirement Plan Advisory Team consists of highly educated investment professionals that provide retirement plan sponsors comprehensive consulting services. As a retirement plan consultant, our role is to objectively assist corporate retirement plans in establishing and/or maintaining a consistent and ongoing documented process of prudent oversight and due diligence.

Retirement plan fiduciaries face unprecedented liability and require independent, objective counsel. Unlike many brokers and advisors, our expertise can be found in our independence and objectivity and our desire to form strong partnerships with our clients.

Core Services Offered with our Retirement Plan Advisory Services:

  • Addressing Fiduciary Obligations
  • Consulting Solutions
  • Investment Analysis & Monitoring

© 2012 THOMPSON INVESTMENT MANAGEMENT, INC.