Thompson Investment Management, Inc.

Thompson Investment Management, Inc. is a registered investment adviser that provides discretionary investment management services to various clients, including individuals, retirement plans, corporate clients, and registered investment companies. The firm was established in December 2003 and is controlled by James T. Evans, Penny M. Hubbard, and Jason L. Stephens. TIM's services include discretionary investment management, investment management for Thompson IM Funds, Inc., ERISA account management, retirement plan consulting, participant education services, and services to other advisers. The firm's fee structure is negotiable and based on the market value of assets under management, with minimum account sizes ranging from $100,000 to $10,000,000 depending on the type of account. TIM does not charge performance-based fees and acts as a fiduciary, aiming to act in the best interests of clients. The investment philosophy focuses on industry-leading companies with strong fundamentals and attractive growth rates, as well as a preference for companies returning capital to shareholders. Clients have the option to grant TIM investment discretion, allowing Portfolio Managers to make buy and sell decisions on their behalf. The firm also provides detailed information on its brokerage practices, proxy voting policies, and the educational backgrounds and business experiences of its key personnel, who hold the Chartered Financial Analyst (CFA) designation. TIM does not have any disciplinary information to report regarding its advisory personnel.