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Fact Sheets & Investment Commentaries

STAR Brochure and Strategy Fact Sheets
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STAR Brochure
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Performance Reports
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Presentations
Harnessing Volatility
STAR II Asset Management Program
ORION Training

Investment Commentaries
Fourth Quarter, 2011
Third Quarter, 2011
Second Quarter, 2011
First Quarter, 2011

Investment Bulletins
Jim Herrell’s Talking Points, December 7, 2011
Jim Herrell’s Talking Points, October 7, 2011
Jim Herrell’s Talking Points, July 28, 2011

Required Advisory Documents
STAR II and III Disclosure Package
STAR II and III Enrollment Package (Partnervest IAR’s and Solicitors*)
TPAM STAR II and II Enrollment (Partnervest as Subadvisor)
Solicitor’s Written Disclosure

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      (888) 991-9969
Partnervest Financial Group LLC
(888) 991-9969 | 1216 State Street, 3rd Floor, Santa Barbara, CA 93101

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