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ThomasPartners®

 

For the income you need now and in the future.

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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 15 years later, ThomasPartners manages over $10 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 approaches.

ThomasPartners offers two different investment approaches that share a similar philosophy: Dividend Growth and Balanced Income strategies. All ThomasPartners portfolios strive to deliver a reliable source of income to help you reach and maintain your retirement goals.

Satisfaction Guarantee
At Schwab, we believe every investor deserves to work with a firm they can count on. Our commitment to your satisfaction is backed by a guarantee. If for any reason you're not happy with ThomasPartners, we'll refund your program fee from the previous quarter and work with you to make things right.*
*See below for important information regarding the Satisfaction 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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