ThomasPartners' philosophy was founded in 2001 at a time where there appeared to be a clear need for investment solutions that seek to generate not only regular income but also income that keeps pace with inflation. Today, over 15 years later, our focus remains the same by helping you achieve and maintain the retirement you want through income-oriented strategies that meet your needs today and in the future. ThomasPartners Investment Management (“ThomasPartners”), is a division of Charles Schwab Investment Advisory, Inc. (“CSIA”). CSIA is a registered investment adviser and an affiliate of Charles Schwab & Co., Inc. (“Schwab”). CSIA and Schwab are subsidiaries of The Charles Schwab Corporation. (0418-83GK)