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ThomasPartners Strategies

For the income you need now and in the future.


Be ready for tomorrow with ThomasPartners Strategies.

Like most retirees, Greg Thomas, founder of the ThomasPartners® Strategies, started questioning his financial readiness. His quest to find answers led him to create ThomasPartners Strategies.

Today, over 19 years later, our focus remains the same: helping you achieve and maintain the retirement you want through income-oriented strategies that meet your needs today and in the future.

ThomasPartners Strategies are managed by Charles Schwab Investment Management, Inc.

Ready to take your portfolio to the next level? Call 877-566-1032.


Our philosophy

ThomasPartners believes that a meaningful and increasing portfolio dividend income stream can provide a predictable source of income with the potential for income growth, without sacrificing the portfolio's total return potential over time.

Having enough income is one thing. Having an income stream that lasts is another.

ThomasPartners Strategies offer different investment strategies that share three objectives

  • Piggy bank icon

    Monthly Income

    Seek to provide monthly income by investing in companies with predictable dividends and interest-paying fixed income investments.

  • Hands holding coin icon

    Income Growth

    Strategically invest within and allocate across dividend-growth companies and fixed income investments in an effort to grow the portfolio’s income over time.

  • Line graph icon

    Competitive Total Returns Over Time

    Seek to deliver competitive total returns over time through income generation and price appreciation.


Choose a strategy that's right for you.

  • Dividend Growth Strategy

    Dividend Growth Strategy chart

    This may be the right strategy for you if you're looking for an equity-building solution designed to complement a broader portfolio.

  • Balanced Income Strategies

    Balanced Income Strategies chart

    This may be the right strategy if you want a blend of equities and fixed income based on your risk tolerance.

Make solid investments decisions by reviewing important details.

  • Dividend Growth - Annual Program Fee1
  • Balanced Income - Annual Program Fee1
  • Investment amount up to $500,000
  • Dividend Growth - Annual Program Fee1

    0.90%
  • Balanced Income - Annual Program Fee1

    0.80%
  • Next $500,000 (over $500,000 up to $1 million) 
  • Dividend Growth - Annual Program Fee1

    0.80%
  • Balanced Income - Annual Program Fee1

    0.70%
  • Next $1 million (over $1 million up to $2 million) 
  • Dividend Growth - Annual Program Fee1

    0.70%
  • Balanced Income - Annual Program Fee1

    0.60%
  • Over $2 million 
  • Dividend Growth - Annual Program Fee1

    0.50%
  • Balanced Income - Annual Program Fee1

    0.40%

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.*

 

*Go to schwab.com/satisfaction to learn what's included and how it works.

Kiplinger's logo

Schwab ranked #1 in Advisory Services in Kiplinger's 2019 Best Online Brokers review.

Questions? We're ready to help.