For the income you need now and in the future.
Invest in the power of dividend growth.
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.
ThomasPartners Dividend Growth Strategy
This may be the right strategy for you if you are looking for an equity solution designed to complement a broader portfolio.
ThomasPartners Balanced Income Strategy
This may be the right strategy for you if you are looking for a blend of equities and fixed income.
For illustrative purposes only. Not representative of any specific investment or account.
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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.
1. All ThomasPartners data is updated as of 12/31/2015 unless otherwise noted.
Past performance does not guarantee future results; the value of investments and the income derived from them can go down as well as up. Future returns and the achievement of stated goals are not guaranteed and a loss of principal may occur.
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.
There are risks associated with any investment approach, and the ThomasPartners strategies have their 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 and decrease in price. Third, there are risks associated with investing in fixed income asset classes, including through the use of exchange-traded funds (ETFs) that include but are not limited to interest rate risk, credit risk, high yield risk, and government security risk. Please discuss these and other potential risks with your Financial Consultant prior to investing.
Portfolio management is provided by ThomasPartners, Inc. ("ThomasPartners"), a registered investment advisor. ThomasPartners and Charles Schwab & Co., Inc. ("Schwab") are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. ThomasPartners strategies are available through the Schwab Managed Account Connection® ("Connection") program. Please read Schwab's disclosure brochure for important information and disclosures relating to Connection and Schwab Managed Account Services.
If you are not completely satisfied for any reason, at your request Charles Schwab & Co., Inc. ("Schwab") or Charles Schwab Bank ("Schwab Bank"), as applicable, will refund any eligible fee related to your concern within the timeframes described below. Two kinds of "Fees" are eligible for this guarantee: (1) asset-based "Program Fees" for the Schwab Private Client ("SPC"), Schwab Managed Portfolios ("SMP"), Schwab Intelligent Advisory ("SIA"), and Managed Account Connection ("Connection") investment advisory services sponsored by Schwab (together, the "Participating Services"); and (2) commissions and fees listed in the Charles Schwab Pricing Guide for Individual Investors and the Schwab Bank Deposit Account Pricing Guide (together, "Account Fees"). Program Fee refund requests must be received no later than the next calendar quarter after the Fee was charged. Account Fee refund requests must be received within one year of the date that the Fee was charged.
Program Fees are calculated as a percentage of eligible assets in Participating Service accounts. For more information about Program Fees, please see the disclosure brochure for the Participating Service, made available at enrollment or any time at your request. The Connection service includes only accounts managed by investment advisors affiliated with Schwab: Windhaven Investment Management, Inc., ThomasPartners, Inc., and Charles Schwab Investment Management, Inc. The guarantee does not cover Program Fees for accounts managed by investment advisors who are not affiliated with Schwab or managed by Schwab-affiliated advisors outside of the SPC, SMP, SIA and Connection services.
The guarantee is only available to current clients. Refunds will only be applied to the account charged and will be credited within approximately four weeks of a valid request. No other charges or expenses, and no market losses will be refunded. Other restrictions may apply. Schwab reserves the right to change or terminate the guarantee at any time.