ThomasPartners® Strategies
At ThomasPartners Strategies, we focus on turning income into lasting income. Through the power of dividend investing, we aim to provide dependable, regular income your clients can rely on today and for years to come.
Our history
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 20 years later, our focus remains the same: helping clients achieve and maintain the retirement they want through income-oriented strategies that meet their needs today and in the future.
Our approach starts with three objectives:
Monthly Income
Seek to provide monthly income by investing in companies with predictable dividends and interest-paying fixed income investments.
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.
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 your clients.
Dividend Growth Strategy
Seeks to invest in companies that pay dividends and have the ability to grow those dividends.
Balanced Income Strategies
Seeks to invest in companies that pay and have the ability to grow their dividends, as well as primarily high-quality fixed income investments.
How we construct portfolios
An extensive bottom-up, fundamental research process is used to evaluate every candidate for the portfolio, and then the selections are strategically combined into a portfolio with an equal emphasis on seeking our three objectives: monthly income, income growth, and competitive total returns.
Equity Selection Process
Fixed Income Selection Process
Strategies’ Baseline Target Allocation
Equities and Fixed Income targets can be over- or under-weighted by the Portfolio Management Team.