ThomasPartners strives to prepare our clients for all possible market environments, not just those we favor. This is the distinguishing characteristic of our firm. Like others, we are careful stock pickers employing industry sector diversification in an effort to mitigate risk,. But, unlike others, we also endeavor to create and nurture recurring, and growing portfolio dividend income streams that we believe will continue to deliver positive returns.If you're looking for an investment that seeks to deliver a regular, growing stream of dividend income now and in the future, the ThomasPartners Dividend Growth Strategy may be right for you.Our commitment to the three objectives on monthly income, annual income growth and competitive total returns, over time, is disciplined and constant. All equities purchased for ThomasPartners client portfolios pay cash dividends and are expected to deliver annual dividend increases in the future. All equities purchased for ThomasPartners client portfolios are also expected to deliver earnings growth over time. All equities purchased for ThomasPartners client portfolios are priced, at the time of purchase, at levels ThomasPartners believes to be discounts to the underlying company’s intrinsic value. These companies also provide a significant free cash flow “cushion” over the current yield, thus providing confidence that the dividend is secure and that future dividend growth is well within the company’s financial capacity

Windhaven Investment Management, Inc. is a leading investment advisory firm with over $8.5 billion in assets under management1. A different kind of managed portfolio solution, Windhaven® offers clients a choice of three broadly diversified strategies consisting primarily of exchange-traded funds (ETFs). Using a proactive approach to global investment management, Windhaven dynamically adjusts asset allocations, striving to capture growth in rising markets while attempting to reduce exposure in declining ones. Windhaven Approach | Proactive Risk ManagementWindhaven's investing approach is informed by economic research, analysis, and expertise. The strategies attempt to mitigate downside risk and volatility through global diversification. Over full market cycles, Windhaven seeks to capture a portion of growth in rising markets while also reducing exposure to market declines. Windhaven Strategies Offer:Global diversification including exposure to stocks, bonds, real estate, and commodities.Upside growth potential through rigorous analysis of investment opportunities.Downside risk management through strategic positioning across asset classes.1. As of 3/31/2017.

In my role as a Schwab Financial Consultant, I’m dedicated to helping Schwab clients achieve their financial goals. I work closely with Schwab clients and provide them with guidance on retirement or education expense planning, portfolio reviews and finding investments geared towards their individual needs. I am committed to making sure that each Schwab client's relationship is customized to help address his or her unique needs by partnering with specialists and utilizing investing insights available at Schwab.