Thompson, Siegel & Walmsley provides professional investment management services across a wide range of strategies, including domestic and international equities, fixed income, and balanced portfolios. Thompson, Siegel & Walmsley serves institutions, high-net-worth individuals, and retail channels through separately managed accounts, wrap-fee programs, and pooled investment vehicles. The firm utilizes a bottom-up research process combining proprietary quantitative screening and fundamental analysis to select securities designed to outperform specific market benchmarks over a full market cycle. While Thompson, Siegel & Walmsley primarily focuses on discretionary portfolio management, certain strategic advisory clients receive additional support regarding investment objectives, asset allocation, and performance evaluation. The firm does not provide tax or legal advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Rates shown are for the Asset Allocation (Balanced) strategy. Other strategies have separate fee schedules, and fees are negotiable.