Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Evans is a financial advisor with Thompson Investment Management, Inc. located in Madison, WI. James is a registered investment advisor in Wisconsin. James has been with Thompson Investment Management, Inc. since March 2005. James has a designation as a Chartered Financial Analyst. James's specializations include: Portfolio Management for individuals, Portfolio Management for businesses, Portfolio Management for Investment Companies, and Pension Consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
03/05/2024 - Present
Thompson Investment Management, Inc. (MADISON WI)
Active
Inactive
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