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Seeking to deliver capital appreciation over the years.

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ThomasPartners® attempts to provide long-term, index-beating total returns—and since inception, has provided competitive total return performance compared to its benchmark.

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 6/30/14

K-1 GENERATING COMPOSITE TOTAL RETURNS: 6/30/14


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

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

K-1 GENERATING COMPOSITE
CUMULATIVE TOTAL RETURNS (3/31/03 - 6/30/14)

COMPOUND ANNUAL RETURNS (K-1 GENERATING COMPOSITE)

COMPOUND ANNUAL RETURNS (NON-K-1 GENERATING COMPOSITE) AS OF 6/30/14

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
CUMULATIVE TOTAL RETURNS (11/30/04 - 6/30/14)

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

Questions? We're ready to help.

Learn more about our modern approach to wealth management.     

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


Talk to us: phone# VAR

Visit your local Schwab branch to speak with a Financial Consultant.

 

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.