AN ASSET MANAGEMENT FIRM GUIDING INDIVIDUALS, FAMILIES, AND BUSINESSES THROUGH EVER-CHANGING MARKET ENVIRONMENTS SINCE 2002.
Our mission is to offer our clients quality service and solutions best suited to their individual needs. With an uncompromising commitment to integrity and a strict adherence to ethical and professional standards, we employ our knowledge and experience with the aim of helping our clients preserve and grow wealth, in order to achieve their goals. By aligning our interests with our clients, we are all stakeholders in the pursuit of better returns through intelligent investing.
Our Services
Wealth Management
A comprehensive approach to wealth management, defining client objectives to
create a tailored investment solution.
Financial Planning
A collaborative and continuous process,
helping individuals and families achieve
their short- and long-term financial goals
through intelligent planning.
Institutional Equity Research
In-depth industry and company-specific
research in five sectors: Building Materials; Engineering & Construction; Telecom
Equipment; Global Logistics; Supply Chain
Non Asset/Cargo Asset Based.
Latest News
TD&Co’s Keswick Getaway
The Thompson Davis & Co. team is just back from a company retreat at Keswick Hall. The outing offered us time away from the office to relax and share conversation (with lots of laughter) over delicious meals and to enjoy some beautiful fall weather. The weekend was a reminder that strong relationships — both at work and at home — are the foundation of everything we do.
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