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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® Strategies?

When you realize your investments must cover most of the expenses you have today, maintaining your lifestyle in retirement can seem challenging. Greg Thomas, founder of the ThomasPartners strategies, 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 strategies.

Today, over 15 years later1, our focus remains the same by helping you achieve and maintain the retirement you want through income-oriented strategies that meet your needs today and in the future.

ThomasPartners Investment Management (ThomasPartners) is a division of Charles Schwab Investment Advisory, Inc.

“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, ThomasPartners Strategies

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 strategies, we'll refund your program fee from the previous quarter and work with you to make things right.*
*The guarantee applies only to accounts managed by investment advisors affiliated with Schwab: Charles Schwab Investment Advisory, 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 Schwab Private Client, Schwab Managed Portfolios™, Schwab Intelligent Advisory™, and Connection services.

Questions? We’re ready to help.

Find out more about ThomasPartners strategies and how we can help you generate income and meet your retirement goals.