Who we serve

ThomasPartners Strategies offer income oriented solutions while standing by our three objectives of monthly income, income growth, and competitive total returns overtime - in that order. We strive to deliver a reliable source of income to help you reach retirement and beyond by investing in equities and fixed income consistent with your objectives and risk tolerance.

PRE-RETIREES

We manage taxable and non-taxable accounts for high-net-worth individuals, investors, families and trusts, and help clients to plan for a future retirement, whether it be five years or thirty years away.

RETIREES

Our relationship with clients spans across the journey of retirement and seeks to provide a sustainable income stream over the long-term.

INSTITUTIONS

We work with a variety of institutional clients, including endowments and foundations, public and private pension funds, and corporate plans to provide long-term income growth strategies.