THOMPSON INVESTMENT MANAGEMENT, LLC
HOLLYWOOD, FLORIDA

Thompson Investment Management, LLC (TIM) is an independent registered investment advisor based in Madison, Wisconsin. With a history dating back to 1984 and more than $4 billion in assets under management by January 2023, TIM provides expert financial services ranging from investment portfolio management and retirement plan services to mutual funds for individuals, businesses, and foundations. The firm’s proprietary mutual fund family, Thompson IM Funds, Inc., was established in 1987. Known for their dedication to client trust and meticulous securities research, the experienced team at TIM focuses on delivering bespoke investment strategies that align with each client's unique financial goals. The leadership of TIM boasts seasoned professionals with extensive industry experience. James T. Evans, CFA, serves as Chief Investment Officer and a portfolio manager, bringing his expertise from past roles and educational background in economics and finance. Similarly, Betty Kepley, CFA, directs research operations after notable service at American Family Insurance and the State of Wisconsin Investment Board. Morgan C. Mueller, CFA, is adept in retirement planning with comprehensive qualifications in finance, while Jason L. Stephens, CFA, holds senior management roles encompassing diverse aspects of investment advisory services. Thompson's founding Chairman, John W. Thompson, leads the firm with over four decades of financial leadership experience and academic credentials from prestigious institutions. The team's collective background embodies a strong commitment to navigating complex market challenges while maintaining superior client service standards, supported by an average staff tenure exceeding 14 years. While primarily based in Madison, Wisconsin, TIM also maintains legal registration and status as an investment advisor in Florida. With its broad presence including a mailing address at 5828 Washington St., Hollywood, FL, and multiple contact numbers (608) 827-5700; (877) 886-5777; and (608) 827-7300, the firm underscores accessibility and dedication to client relationships across regions. Further detailed information can be found on their website: thompsoninvestmentmanagement.com.