Partnervest Financial Group, headquartered in Santa Barbara, California, has been independently owned and operated by its founders since 2001. The firm was created to provide unbiased investment solutions for advisors and their clients. The firm uses state- of-the-art alternative strategies and investments to create portfolios designed to generate income and manage risk.
In addition to portfolio management the company provides a platform for advisors that want to pursue an independent advisory practice. Their expertise in RIA compliance, back office technology, and business development means that advisors have the tools they need to succeed.
At Partnervest the principals have over a century of combined experiences in all aspects of investment management. They are committed to treating advisors and investors with integrity and take a strictly ethical approach to advising, investing and managing assets. The firm is proud of its flawless reputation, creative thinking and entrepreneurial spirit.
About Partnervest
Partnervest Financial Group, headquartered in Santa Barbara, California, has been independently owned and operated by its founders since 2001. The firm was created to provide unbiased investment solutions for advisors and their clients. The firm uses state- of-the-art alternative strategies and investments to create portfolios designed to generate income and manage risk.
In addition to portfolio management the company provides a platform for advisors that want to pursue an independent advisory practice. Their expertise in RIA compliance, back office technology, and business development means that advisors have the tools they need to succeed.
At Partnervest the principals have over a century of combined experiences in all aspects of investment management. They are committed to treating advisors and investors with integrity and take a strictly ethical approach to advising, investing and managing assets. The firm is proud of its flawless reputation, creative thinking and entrepreneurial spirit.