Partnervest employs a disciplined approach focused on risk adjusted returns across all market cycles.
Our approach is different. We believe to build Optimal Portfolios, and properly evaluate the performance of an investment, we must first quantify and understand the risk taken to achieve that return.
Our Core and Satellite Approach
Our Core Asset Classes remain constant while the individual Fund selections can change. The core funds are positioned to capture positive returns wherever they occur. Satellite investments are tactically used to take advantage of opportunities in the market, beyond that of the Core Asset Classes.
STAR Methodology
The Partnervest Investment management team utilizes a proprietary quantitative modeling process that seeks to find investments that provide consistent returns with low risk and high relative returns.
The selection process covers multiple time periods to ensure investments rise to the top of their class in all market environments.
STAR Differentiators
Unbiased Security Selection
Proprietary Models that produce - Consistent, Repeatable Returns
STAR™ II – Model Portfolios
STAR™ II Investment Philosophy
Partnervest employs a disciplined approach focused on risk adjusted returns across all market cycles.
Our approach is different. We believe to build Optimal Portfolios, and properly evaluate the performance of an investment, we must first quantify and understand the risk taken to achieve that return.
Our Core and Satellite Approach
Our Core Asset Classes remain constant while the individual Fund selections can change. The core funds are positioned to capture positive returns wherever they occur. Satellite investments are tactically used to take advantage of opportunities in the market, beyond that of the Core Asset Classes.
STAR Methodology
The Partnervest Investment management team utilizes a proprietary quantitative modeling process that seeks to find investments that provide consistent returns with low risk and high relative returns.
The selection process covers multiple time periods to ensure investments rise to the top of their class in all market environments.
STAR Differentiators