Invest in the power of dividend growth—with ThomasPartners®
ThomasPartners invests in companies that pay dividends—with the goal of growing those dividends in the future.
So if you're looking for an investment that seeks to deliver a regular, growing stream of dividend income now or in the future, the ThomasPartners Dividend Growth Strategy may be right for you.
ThomasPartners Investment Strategies:
Creating a paycheck in retirement
Learn more about ThomasPartners' approach to income generation and how it can assist you in getting to and through retirement
The strategy strives to provide you with a reliable source of income, designed to keep pace with inflation. Learn more about its three investment goals.
ThomasPartners invests in companies that pay dividends and have the ability to grow those dividends annually, even in down markets. Learn more about its investment approach.
A leading investment firm with approximately $7.01 billion in client assets under management. Since inception, ThomasPartners Dividend Growth Composite (net of fees) has delivered competitive total return performance compared to its benchmark. See its performance since inception.
Fees and minimums
You can start investing in the ThomasPartners strategy with an investment of $100,000 or more. Learn more about its investing minimum and management fees.
1. As of 6/30/2015
*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.
If at any time or for any reason you are not completely satisfied with a Participating Service, at your request Schwab will refund the associated program fee for the previous calendar quarter applicable to the Participating Service. The program fee is a percentage of the eligible assets in your Participating Service account(s). You will receive a credit to your Participating Service account(s) within approximately four weeks of your request. No other fees, commissions, charges, expenses, or market losses will be refunded. If Schwab is unable to address your concerns after consulting with you and refunding your program fee, Schwab will work with you to help meet your financial goals. Schwab reserves the right to change this guarantee in the future after providing notice. For additional information regarding associated program fees, please see the disclosure brochure for the Participating Service, available at the time you enroll or upon your request.
Past performance is not indicative of future results; the value of investments and the income derived from them can go down as well as up. Future returns and achievement of stated goals are not guaranteed and a loss of principal may occur.
Please refer to ThomasPartners Form ADV, Part 2A, for more information.
There are risks associated with any investment approach, and the ThomasPartners Dividend Growth Strategy has its own set of risks. First, there are the risks associated with investing in dividend-paying stocks, including but not limited to the risk that stocks in the strategy may reduce or stop paying dividends, affecting the strategy's ability to generate income. Second, investor sentiment could cause dividend-paying equities to fall out of favor or price earnings multiples to compress. Please discuss these and other potential risks with your Financial Consultant prior to investing.
Diversification strategies do not ensure a profit and do not protect against losses in declining markets. Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio.
Portfolio management is provided by ThomasPartners, Inc. ("ThomasPartners"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.
The ThomasPartners Dividend Growth Strategy is available through managed account programs sponsored by Schwab. Program fees may vary. There are two versions of the ThomasPartners Dividend Growth Strategy. ThomasPartners Dividend Growth Strategy (K-1 Generating) has direct exposure to master limited partnerships (MLPs) and generates IRS Schedule K-1 tax forms. The other version, ThomasPartners Dividend Growth Strategy (Non-K-1 Generating), uses exchange-traded funds (ETFs) to provide exposure to MLPs and therefore does not generate IRS Schedule K-1 tax forms. Please read Schwab’s applicable disclosure brochure for important information and disclosures. Schwab makes available other equity strategies in its managed account programs that focus on dividend-paying stocks, including strategies that are managed by firms that are unaffiliated with Schwab. Because Schwab and ThomasPartners are affiliates, Schwab and its affiliates generate more combined revenue if you choose ThomasPartners than if you choose an unaffiliated manager with a similar strategy.