Products and Services :: Wealth Management Services

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
  How much exposure should I have to domestic stocks, bonds, international markets, commodities, real estate, etc.?
  
  
• Broad Financial Questions
  What is the best way to pay for a new car: sell an investment holding or take out a loan?
  
  
• Investment Tax Planning
  We work with clients and their accountants to implement tax planning strategies. This includes determining the timing and nature of tax loss/gain harvesting, and assessing the value of investment vehicles and account types relative to the tax benefits they provide.
  
  
• Retirement Plan Advising
  In addition to managing portfolios for profit-sharing plans, we provide 401k construction advice. This includes determining which funds should be offered, and the development of asset allocation portfolios.
  
  
• Family Wealth Management
  Many of our clients require that we take a truly holistic view with respect to the advice we give, as their assets are interconnected with family members.
  
  
• Charitable Giving Decisions
  Should I write a check or gift stock? Which stock should I gift?
  
  
• Developing Charitable Foundation and Endowment Investment Policies
  We will draft the investment policy statement, based on the specific needs of the charity or foundation. This document describes the organization's investment goals, and the responsibilities and constraints applied to the manager of the funds held therein. Details would include, but are not limited to: asset allocation targets and ranges, bond quality guidelines, benchmark descriptions, and reporting requirements.