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Thompson, Siegel & Walmsley LLC (TSW)
Traditional Asset Manager (as LP)
Thompson, Siegel & Walmsley LLC (TSW) is a registered investment adviser specializing in value investing with over five decades of experience. The firm is committed to delivering consistent excess returns and exceptional client service through a sound investment philosophy rooted in fundamental concepts of value. TSW caters to a diverse client base, including corporations, pensions, 401(k) plans, trusts, estates, and individuals.
Overview and Management
Establishment Year
1969
Mission
Our mission is to provide superior returns for our clients through disciplined, value-oriented investment strategies.
Values
Integrity, alignment of interests, client-first culture, and excellence in investment results and service.
Investment Roles
General Partner (GP)
Participant Demographics
Serves corporations, pensions, profit-sharing plans, 401(k) plans, high-net-worth individuals, families, family offices, endowments, and foundations.
Generational Wealth Planning
Focuses on growing wealth and preserving capital through personalized portfolio guidance and asset allocation plans.
Risk Tolerance
Moderate, with a focus on asymmetric return profiles offering greater upside potential than downside risk.
References or Case Studies
Team Experience
Team averages 24 years of experience.
Notable Achievements
$20.8 billion AUM with over five decades of experience.
Project Track Record
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
Registered Investment Adviser (RIA).
Compliance History
No major violations noted.
tswinfo@tswinvest.com
Phone Number
804-353-4500
Address
Richmond United States