Who We Are

Partnervest Financial Group LLC, headquartered in Santa Barbara, California, is a privately owned full-service financial services, technology, and consulting company. Partnervest and its wholly owned subsidiaries, Partnervest Securities, Inc. (Member FINRA/MSRB/SIPC, www.finra.org), Partnervest Advisory Services LLC, a Registered Investment Advisor, and Partnervest Insurance Services LLC, an Insurance Agency, provide the full spectrum of Investment Management, Financial Planning, and Business Consulting Services. Areas of specialty include: Retirement Planning Business Continuation Planning Estate Planning Investment Management Partnervest specializes in creating solutions that are tailored to the client's specific needs; including In-House Outsourced Solution™, the ultimate integrated back-office, compliance, and consulting service for investment advisors.

Our Mission Statement
Partnervest provides superior, unbiased wealth management solutions for investors and the advisors that serve them.

We are dedicated to:

• Service With Excellence
• High Ethical Standards
• Needs-based Customized Solutions
• Independence and Freedom of Choice
• Cultivating Partnering Relationships
• Leading Edge Technology
• Superior Profit Margins
• Opportunity for Equity Participation

Partnervest Organizational Structure


Partnervest Advisory Services LLC
Partnervest Advisory Services LLC ("Partnervest") ®, is a multidisciplinary financial, investment, life-planning and business-practice advisory firm, and advises clients on the most effective ways to handle such matters as financial planning, investment strategies, retirement plans, business or practice matters and personal development.
Partnervest utilizes its own financial planners, retirement specialists, investment analysts, 3rd party investment managers, as well as estate planning and business practice experts. These specialists work to produce financial, investment, life and business solutions custom tailored for individual needs.

Partnervest’s programs are based upon well-tested and validated methodologies as well as cutting-edge investment and planning approaches.


Partnervest Securities, Inc. Member FINRA/MSRB/SIPC
Partnervest Securities, Inc. (PSI) is a full service broker-dealer and provides a full array of brokerage investments and services to investors and Independent Representatives.

In this day of "too much information" and "not enough value" do it your self solutions, we work to enable our Investment Professionals and Private Clients to make appropriate decisions as they relate to a structured comprehensive financial strategies and personalized investment needs.

Our trading professionals have extensive experience and understand what it means to "serve" and provide service. This gives us a unique advantage in the ability to understand, design, and offer comprehensive integrated financial solutions, products, platforms, systems, and procedures with you in mind.


Custody and Clearing
Partnervest Securities, Inc. has a custody, execution, and clearing arrangement with Pershing LLC on a fully disclosed Introducing Broker/Dealer basis. Pershing's behind the scenes people, services, and technologies seemlessly interface with Partnervest to provide high quality and reliable delivery to help make successful investments possible. They are the source for a diverse array of securities trading, clearing, information management, and financial products and services. Their framework is made up of more than 3,000 highly focused, experienced people developing and supporting the interests of financial organizations.

Pershing is a member of every major exchange in the United States. On the New York Stock Exchange alone, they are responsible for approximately 10 percent of the total daily volume.

Their strategically zoned network of floor brokers on each of the major exchanges, combined with their institutional trading desk, assures quality executions.

Their professional traders make markets in more than 200 securities on the National Securities Dealers Automated Quotron System (NASDAQ) and are also linked both electronically and by voice to the trading desks of several major market makers throughout the country.


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