What we believe

The ThomasPartners investment philosophy embraces the concept that a meaningful and increasing portfolio dividend income stream can provide investors a predictable source of income with the potential for income growth, without sacrificing the portfolio's total return potential over time.

Having enough income is one thing.

Having an income stream that lasts is another.

You need income that adjusts to inflation - true whether you are working or retired.

Assuming a 3.5% rate of inflation, the cost of living doubles every 20 years.5

About 1 in every 4 people who reach the age of 65 will live past 90.1

1 Additional statistics—from the Social Security Actuarial Life Table 2014: Assuming average health and average family longevity for both husband and wife, there is a 54% chance either will live to age 89, a 43% chance either will live to age 91, a 37% chance either will live to age 92, and a 25% chance either will live to age 94. However, for a single female age 65 today, there is a 29% chance she will live to age 91, and a 14% probability she will live to age 95.

5 Based on 40 year average annual inflation rate from the Bureau of Labor Statistics.

Perspectives

INVEST FOR TODAY AND TOMORROW: ONE SIMPLE APPROACH

Join us in this three minute video of Greg Thomas, Founder of the ThomasPartners Strategies, as he shares his own retirement journey and the need to create a dependable income stream to replace the employment check you might once have had. The ThomasPartners Strategies were founded in late 2001 with the objectives of monthly income, income growth and competitive total returns overtime.

Q1 2018 OBSERVATIONS

In this quarter’s Observations the Portfolio Management Team provides commentary on the return of volatility to the markets, how having a disciplined approach to building our portfolios can help clients achieve their long term goals, and illustrates how income producing assets can affect the value of an investor’s portfolio during period of volatility.

PORTFOLIO CONSTRUCTION AT THOMASPARTNERS

Join us in this video as we discuss our approach to dividend investing, its benefits and our overall philosophy on income oriented strategies through dividend growth securities and fixed income investments.

Q4 2017 OBSERVATIONS

In this quarter’s Observations the Portfolio Management Team provides commentary on the current valuations of stocks and bonds, consumer and corporate free cash flow, and what investors should be looking at to find the right balance of risk and reward in their portfolios.

PREVIOUSLY HIGHLIGHTED PERSPECTIVE PIECES