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For the income you need now and in the future.


Invest in the power of dividend growth.

Why ThomasPartners®?

When you realize your investments must cover most of the expenses you have today, maintaining your lifestyle in retirement can seem challenging. Our founder, Greg Thomas, faced this when he reached his own retirement. Like most retirees, he started questioning his financial readiness. His quest to find answers led him to create ThomasPartners.

Today, over 14 years later, ThomasPartners manages over $8 billion.1 Our focus is on helping you achieve and maintain the retirement you want through income-oriented strategies that meet your needs today and in the future.

“When I retired in 1992, I knew exactly what I wanted from my investment strategy: dependable, regular income. And income that kept pace with inflation. I found, though, that typical strategies could deliver one or the other but never both. And that got me thinking.”

—Greg Thomas, Founder and Chief Investment Strategist

One philosophy, two strategies.

ThomasPartners offers two investment approaches: an equity strategy and a strategy blended with equities and fixed income. Both strive to deliver a reliable source of income to help you reach retirement and have the funds you need to get through it.

The Schwab Accountability Guarantee™
At Schwab, we believe every investor deserves accountability. If for any reason you’re not happy with one of our participating investment advisory services listed below, the Schwab Accountability Guarantee means we’ll refund your program fee from the previous quarter and work with you to make things right.*
*Schwab Accountability Guarantee: The guarantee applies to the following investment advisory services (“Participating Services”) and associated program fees: (i) Schwab Private Client (“SPC”); (ii) Schwab Managed Portfolios™ (“SMP”); and (iii) Managed Account Connection® (“Connection”) for accounts that are managed by investment advisors affiliated with Charles Schwab & Co., Inc. (“Schwab”): Windhaven Investment Management, Inc. (“Windhaven®”), ThomasPartners, Inc. (“ThomasPartners®”), and Charles Schwab Investment Management, Inc. (“CSIM”). The guarantee does not apply to (i) accounts managed by investment advisors that are not affiliated with Schwab; (ii) accounts managed by Schwab-affiliated advisors outside of the SPC, Connection, and SMP programs; or (iii) any other product or service made available by Schwab or its affiliates. SPC, SMP, and Connection are wrap fee programs sponsored by Schwab.

See below for important information regarding The Schwab Accountability Guarantee.

Questions? We’re ready to help.

Learn more about our modern approach to wealth management.

Find out more about ThomasPartners and how we can help you generate income and meet your retirement goals.

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Thank you for your interest in Portfolio Management Services.

You can expect a response by email or phone within approximately 48 hours. If you’d like to speak with a Schwab investment professional immediately, please call us at 866-232-9890. We appreciate the opportunity to work with you to meet your goals.

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