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Thomas Partners Events

The power of dividend growth.

With ThomasPartners®.

Greg Thomas

Presented by Greg Thomas,
Founder and Chief Investment Strategist, ThomasPartners Investment Management®

Read bio

Greg Thomas is the founder and chief investment strategist of ThomasPartners Investment Management (“ThomasPartners”), which specializes in dividend-growth equity strategies. ThomasPartners manages over $4.5 billion in assets as of February 28, 2014.

Greg has been in the investment banking, investment advisory, and private equity industries for over 30 years. Formerly a partner of William Blair & Company and the vice chairman of Tucker Anthony Sutro, Greg spent many years making private equity, real estate, and venture capital investments for a small group of independent investors.

In 2001, Greg acquired an investment firm to manage dividend-growth portfolios for investors seeking current income, annual income growth, and competitive total returns over time. In 2012, The Charles Schwab Corporation acquired ThomasPartners; Greg is now dedicated to combining his investment philosophy with Schwab’s distribution capabilities.

Barron’s named Greg to its list of “Top 100 Independent Financial Advisors” for each of the six years prior to the acquisition, ranking him 16th in 2012. He holds a bachelor of arts degree from Yale University and a master of business administration degree from the University of Chicago.

Through a rigorous focus on dividend-growing stocks, ThomasPartners strives to deliver monthly income, annual income growth, and competitive returns over time. At this presentation, you’ll learn how the simple sophistication of this strategy can help you put the power of dividend growth to work in your portfolio.

The ThomasPartners Dividend Growth Strategy has an investment minimum of $100,000.

Reserve your seats today.

Seats are limited.

Register Now

Or call 866-663-5252.

Event Information

Hyatt Regency Bethesda
One Bethesda Metro Center
Bethesda, MD 20814
Wednesday, May 14,
at 6:00 p.m.

The Hilton McLean Tysons Corner
7920 Jones Branch Dr.
McLean, VA 22102
Thursday, May 15,
at 11:30 a.m.

The Mandarin Oriental
1330 Maryland Ave. SW
Washington, DC 20024
Thursday, May 15,
at 6:00 p.m.

Windhaven Events

Proactive risk management.

With Windhaven® Strategies.

Jason E. Young

Presented by Jason E. Young,
Managing Director,
Windhaven Investment Management, Inc.

Read bio

Jason E. Young has over 10 years of financial services and investment industry experience, the last five at Charles Schwab & Co., Inc. As a Schwab Financial Consultant, he provided a full range of financial services to his client base, representing over $500 million in assets. He also served as a senior associate for an Institutional Public Funds team at Evergreen Investment Corp. and as a financial advisor at Smith Barney. Jason earned a bachelor of science degree in environmental health at Western Carolina University, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, and is pursuing a master of finance degree at the University of Maryland.

A different kind of managed portfolio solution, Windhaven strives to capture growth in rising markets while attempting to reduce exposure in declining ones. At this presentation, you’ll learn about the current state of the global capital markets, as well as how Windhaven’s innovative approach to diversification and risk management can help you plan for the unexpected.

Windhaven has an investment minimum of $100,000 for brokerage and IRA accounts and $25,000 for eligible ERISA accounts.

Reserve your seats today.

Seats are limited.

Register Now

Or call 866-663-5252.

Event Information

Bethesda Branch
7401 Wisconsin Ave., Suite 100
Bethesda, MD 20814
Tuesday, June 3,
at 6:00 p.m.

Tysons Corner Branch
1650 Tysons Blvd., Suite 150
Tysons Corner, VA 22102
Wednesday, June 4,
at 12:00 p.m.

Washington, DC Branch
1845 K St. NW
Washington, DC 20006
Wednesday, June 4,
at 6:00 p.m.

The Schwab Accountability Guarantee™

At Schwab, we believe every investor deserves accountability. If for any reason you’re not happy with Windhaven Strategies or ThomasPartners, The Schwab Accountability Guarantee means we’ll refund your program fee from the previous quarter. While it’s no guarantee against loss, and other fees and expenses may still apply, we stand by our word and will work with you to make things right.

See below for important information regarding The Schwab Accountability Guarantee.*