Thompson & Thompson Investment Advisors, Inc.

Overview

Thompson & Thompson Investment Advisors, Inc. is an independent, owner-operated registered investment adviser focused on individualized portfolio management and financial planning for individuals, families and small businesses. The firm runs a fee mix that includes asset-based fees, hourly and fixed fees, and the ability to negotiate performance-based arrangements. Its advisory activities emphasize traditional portfolio management and client education—financial planning, one-on-one portfolio oversight and periodic workshops are core offerings. Investmently, the firm shows a clear equity orientation. Exchange-traded equities are the dominant sleeve of client assets, reflecting a preference for liquid, publicly traded exposures that can be managed at the account level. The advisory model includes separately managed accounts (SMAs) alongside other account structures, allowing for customization of equity allocations and tax-aware trading. Thompson & Thompson does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

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Public Holdings

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Location & Offices