Through a partner firm, Sorrento Pacific Financial, LLC, Partnervest provides a full array of brokerage and investment services to independent advisors and their clients.
The broker dealer combines “high-tech” with “high-touch” to meet the needs of independent advisors. They can expect the technology-based tools and smooth paperless workflow needed for an efficient practice. Advisors are then able to focus on serving their client base and growing their business.
At the same time, advisors will find a “real voice” on the phone when they need it. The broker dealer does not use technology to replace staff. The 75 back office professionals in operations, trading, compliance, program development and marketing have extensive experience serving independent advisors and understand what it means to provide day to day service.
Broker Dealer Partnership
Through a partner firm, Sorrento Pacific Financial, LLC, Partnervest provides a full array of brokerage and investment services to independent advisors and their clients.
The broker dealer combines “high-tech” with “high-touch” to meet the needs of independent advisors. They can expect the technology-based tools and smooth paperless workflow needed for an efficient practice. Advisors are then able to focus on serving their client base and growing their business.
At the same time, advisors will find a “real voice” on the phone when they need it. The broker dealer does not use technology to replace staff. The 75 back office professionals in operations, trading, compliance, program development and marketing have extensive experience serving independent advisors and understand what it means to provide day to day service.