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 the ThomasPartners Strategies.
ThomasPartners' philosophy was founded in 2001 at a time where there appeared to be a clear need for investment solutions that combine not only dependable, regular income but also income that keeps pace with inflation. Today, over 15 years later, 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.
The data on this page is as of December 31, 2017.