The Partnervest philosophy concentrates on producing structured returns, rather than trying to forecast or time the market. It offers investors rationale, sustainable strategies which can be applied to a range of investment levels and risk tolerance.
Behind the strategies are a series of beliefs that underpin the Partnervest investment philosophy:
No one can predict with any accuracy what the markets will do.
No one can time the markets.
Most investors cannot beat the market —including professional money managers (According to Morningstar 76% – 87% if active managers underperform the S&P Index)
We believe we are most likely to achieve our goals by structuring a targeted outcome.
Covered call writing on a consistent basis on a global basket of ETFs is designed to generate dependable returns. The income from the premiums is typically moved into a secure investment that is not subject to market risk.
Investment Philosophy
Behind the strategies are a series of beliefs that underpin the Partnervest investment philosophy:
(According to Morningstar 76% – 87% if active managers underperform the S&P Index)
Covered call writing on a consistent basis on a global basket of ETFs is designed to generate dependable returns. The income from the premiums is typically moved into a secure investment that is not subject to market risk.
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Form ADV Part 2A