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Seeking to deliver capital appreciation over the years.

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ThomasPartners™ aims to deliver long-term, index-beating total returns—and has demonstrated a 10-year track record of reliable dividend payouts and consistent income growth year after year.

ThomasPartners offers two versions of its strategy.

There are two versions of the ThomasPartners Dividend Growth Strategy available to you through Schwab. One has direct exposure to master limited partnerships (MLPs) and generates IRS Schedule K-1 tax forms; the other uses exchange-traded funds (ETFs) and operating companies to secure exposure to MLPs and therefore doesn't generate IRS Schedule K-1 tax forms. Questions about which version might be right for you? We're ready to help.


COMPOUND ANNUAL RETURNS (K-1 GENERATING COMPOSITE) AS OF 9/30/13

K-1 GENERATING COMPOSITE TOTAL RETURNS: 9/30/13


GROWTH OF A HYPOTHETICAL $1 MILLION INVESTMENT (K-1 GENERATING)

GROWTH OF A HYPOTHETICAL $1 MILLION INVESTMENT (K-1 GENERATING)

K-1 GENERATING COMPOSITE
TOTAL RETURNS (3/31/03 - 9/30/13)

COMPOUND ANNUAL RETURNS (K-1 GENERATING COMPOSITE) AS OF 9/30/13

COMPOUND ANNUAL RETURNS (NON-K-1 GENERATING COMPOSITE) AS OF 9/30/13

NON-K-1 GENERATING COMPOSITE

GROWTH OF A HYPOTHETICAL $1 MILLION INVESTMENT (NON-K-1 GENERATING)

GROWTH OF A HYPOTHETICAL $1 MILLION INVESTMENT (NON-K-1 GENERATING)

NON-K1 GENERATING COMPOSITE
TOTAL RETURNS (11/30/04 - 9/30/13)

COMPOUND ANNUAL RETURNS (NON-K-1 GENERATING COMPOSITE) AS OF 9/30/13

Learn more about ThomasPartners today.

All the potential benefits of the strategy—monthly income, annual income growth, and long-term capital appreciation—are available to you through Schwab.

To see if the ThomasPartners Dividend Growth Strategy is right for you, speak with your Schwab Financial Consultant or call 877-340-1714.


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 are not guaranteed, and a loss of principal may occur.

Please refer to ThomasPartners Form ADV, Part 2A, for more information.