ThomasPartners Strategies: Performance

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


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

  • Income Growth from the Dividend Growth Strategy Since Inception

    Dividend Growth Indicated

    The illustrated Income Growth from the Dividend Growth Strategy Since Inception chart assumes that a client invested $1 million in the ThomasPartners Dividend Growth Strategy on March 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 not representative of any actual account.1

  • Growth of a $1 Million Investment in the Dividend Growth Strategy

    This chart compares ThomasPartners Dividend Growth Strategy with other indices. See “About the charts” for more information.

    The growth of a $1 million investment chart assumes the client was invested in the ThomasPartners Dividend Growth Strategy Composite beginning March 31, 2003 (the strategy's inception date).  The ThomasPartners Dividend Growth Strategy Composite, as shown, is for illustrative purposes only and is not available for direct investment.1


ThomasPartners Balanced Income Strategy

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

  • Income Growth from the Balanced Income Strategy Since Inception

    This chart compares ThomasPartners Balanced Income Strategy with other indices. See “About the charts” for more information.

    The illustrated Income Growth from the Balanced Income Strategy Since Inception chart assumes that a client invested $1 million in the ThomasPartners Balanced Income Strategy on May 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 not representative of any actual account.2

  • Growth of a $1 Million Investment in the Balanced Income Strategy

    This chart compares ThomasPartners Balanced Income Strategy with other indices. See “About the charts” for more information.

    The growth of a $1 million investment chart assumes that the client was invested in the ThomasPartners Balanced Income Strategy Composite beginning May 31, 2003 (the strategy's inception date). 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.2

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.

  • Income Growth from the Balanced Income Conservative Strategy Since Inception

    This chart compares ThomasPartners Balanced Income Conservative Strategy with other indices. See “About the charts” for more information.

    The illustrated Income Growth from the Balanced Income Conservative Strategy Since Inception chart assumes that a client invested $1 million in the ThomasPartners Balanced Income Conservative Strategy on May 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 not representative of any actual account.3

  • Growth of a $1 Million Investment in the Balanced Income Conservative Strategy

    This chart compares ThomasPartners Balanced Income Conservative Strategy with other indices. See “About the charts” for more information.

    The growth of a $1 million investment chart assumes that the client was invested in the ThomasPartners Balanced Income Conservative Strategy Composite beginning May 31, 2003 (the strategy's inception date). 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.3

Common questions

  1. Always Positive
  2. Significant Contribution to Returns, Over Time
  3. Dividend Growers Out-Perform Over Time

Each company is carefully analyzed. Its dividend-growth track record—and its ability to sustain that growth in the future—is considered, questioned, and evaluated. And, once selected, the company is continuously reevaluated. If a company fails to meet our high standards, it’s eliminated.

The fixed income objective is to seek reliable yields that appropriately compensate investors for the risks taken on their behalf, while dampening overall portfolio volatility. We accomplish this with careful analysis of the major fixed income sectors and opportunistic purchases of fixed income investments with yield characteristics that the ThomasPartners Strategies Portfolio Management Team believes fairly compensate investors for the risks to which they are exposed.


Questions? We're ready to help.