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Charles Schwab Recommends ThomasPartners – Is It a Good Investment for You?

Posted by WrapManager's Investment Policy Committee

January 9, 2014

Many investors are increasingly seeking out alternative income sources such as dividends. Perhaps recognizing this, Charles Schwab strategically acquired dividend money manager ThomasPartners and their Dividend-Driven Income strategy to provide this investment option to their clients.

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Thomas Partners

Thomas Partners Acquired by Charles Schwab for $85 Million

October 16, 2012
Charles Schwab recently announced that it agreed to purchase money manager ThomasPartners for $85 million. The move comes as Schwab is trying to expand its money manager offering to clients. ThomasPartners dividend-growth strategy was particularly attractive, with $2.3 billion in the strategy. Charles Schwab's other high profile acquisitions was Windhaven Investments in late 2011. Get Free Research Reports about Thomas Partners [+] Read More
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Gabriel Burczyk
Founder & CEO
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Valerie De Vol, IACCP®
Chief Operating Officer
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Seton McAndrews, CFP® 
Vice President - Investments
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Director of Research and Trading
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Katie O'Connor,
Director of Client Services
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