ThomasPartners Strategies: Performance

ThomasPartners® Strategies strive to deliver a reliable source of income to help you reach and maintain your retirement goals.

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Choose a strategy that's right for you.

ThomasPartners® Strategies are designed to deliver you a reliable source of income for today and for your retirement. The ThomasPartners portfolio management team focuses on three objectives: monthly income, income growth, and competitive total returns over time. Depending on your financial goals and tolerance for risk, you can choose from two strategies.

ThomasPartners Dividend Growth Strategy

  • Estimated Income Growth Since Inception

    Estimated income growth for the Dividend Growth Strategy since Inception chart

    The Estimated Income Growth Since Inception chart assumes that a client invested $1 million in the ThomasPartners Dividend Growth Strategy on 3/31/2003 (the strategy’s inception date). Each period’s estimated annual income shown is based on the composite's cumulative total return, less actual fees, since the inception date. Annual income shown is hypothetical and not representative of any actual account. Please see explanatory notes and disclosures at the end for additional information.

  • Growth of a Hypothetical $1 Million Investment

    Growth of a hypothetical $1 million investment in the Dividend Growth Strategy chart

    Growth of a hypothetical $1 million investment assumes the client was invested in the ThomasPartners Dividend Growth Strategy Composite beginning 3/31/2003. The ThomasPartners Dividend Growth Strategy Composite, as shown, is for illustrative purposes only and is not available for direct investment. Please see below for further information.


ThomasPartners Balanced Income Strategy

See the income growth and portfolio value performance of our Balanced Income strategies and how each compares with their benchmarks.

  • Estimated Income Growth Since Inception

    Estimated income growth for the Balanced Income Strategy since Inception chart

    The Estimated Income Growth Since Inception chart assumes that a client invested $1 million in the ThomasPartners Balanced Income Strategy on 5/31/2003 (the strategy’s inception date). Each period’s estimated annual income shown is based on the composite's cumulative total return, less actual fees, since the inception date. Annual income shown is hypothetical and not representative of any actual account. Please see explanatory notes and disclosures at the end for additional information.

  • Growth of a Hypothetical $1 Million Investment

    Growth of a hypothetical $1 million investment in the Balanced Income Strategy chart

    Growth of a hypothetical $1 million investment assumes that the client was invested in the ThomasPartners Balanced Income Strategy Composite beginning 5/31/2003. The Balanced Income Strategy is not representative of any single client account and, since the launch of the strategy on Connection, uses exchange-traded funds for fixed income exposure, rather than the historic use of both individual bonds and ETFs that are reflected in this performance chart. Please see below for further information.

ThomasPartners Balanced Income Conservative Strategy

See the income growth and portfolio value performance of our Balanced Income strategies and how each compares with their benchmarks.

  • Estimated Income Growth Since Inception

    Estimated income growth for the Balanced Income Strategy since Inception chart

    The Estimated Income Growth Since Inception chart assumes that a client invested $1 million in the ThomasPartners Balanced Income Conservative Strategy on 5/31/2003 (the strategy’s inception date). Each period’s estimated annual income shown is based on the composite's cumulative total return, less actual fees, since the inception date. Annual income shown is hypothetical and not representative of any actual account. Please see explanatory notes and disclosures at the end for additional information.

  • Growth of a Hypothetical $1 Million Investment

    Growth of a hypothetical $1 million investment in the Balanced Income Strategy chart

    Growth of a hypothetical $1 million investment assumes that the client was invested in the ThomasPartners Balanced Income Conservative Strategy Composite beginning 5/31/2003. The Balanced Income Conservative Strategy is not representative of any single client account and, since the launch of the strategy on Connection, uses exchange-traded funds for fixed income exposure, rather than the historic use of both individual bonds and ETFs that are reflected in this performance chart. Please see below for further information.

Common questions


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