Yes. Our primary service is managing investment portfolios. Our investment team can manage your portfolio for you, and make the purchase and sale decisions therein on your behalf according to your investment plan and goals.
Yes. We provide online access to portfolio holdings, transactions and performance.
If you decide to set up an investment account or retirement plan with us, our client services team will gather all information from you that is necessary to begin service. They will then review the paperwork with you to ensure that you understand how things will work in practice, and initiate the creation of your account.
If you would like to learn about our Mutual Funds, please visit thompsonim.com.
Most of our investment portfolio management and retirement plan services clients have ties to Wisconsin, though we have clients in over 30 states.
Our mutual funds are distributed nationally.