News Releases

December 19, 2013
Cinque Partners  teams with Partnervest Advisory Group LLC.  Cinque Partners will advise Partnervest’s VEGA separately managed account strategies. Click here to read more.

June 19, 2013
Jim Herrell, CFA appearance on CNBC Closing Bell: Tomorrow in:30

June 10, 2013
Jim Herrell, CFA appearance on CNBC Closing Bell: Tomorrow in:30

May 20, 2013
Jim Herrell, CFA appearance on CNBC Closing Bell: Tomorrow in:30

May 2, 2013
Jim Herrell, CFA appearance on CNBC Closing Bell: Tomorrow in: 30

April 11, 2013
Jim Herrell, CFA appearance on CNBC Closing Bell: Tomorrow in:30

March 5, 2013
ETF Trends  -  “Generating Income with the New Put-Write ETF” by Tom Lydon

March 4, 2013
Seeking Alpha – “Mapping the Options and Volatility ETP Landscape” by Bill Luby

January 28, 2013
Jim Herrell, CFA talking points on “Reintegrating the TLT into STAR III
Read Memo

November 6th, 2012
Jim Herrell quoted in Reuters Article:  Your Practice: No guts, no gains for anxious clients, by Jennifer Hoyt Cummings.

September 13th, 2012
PR Newswire  -   AdvisorShares Announces the Launch of the STAR Global Buy-Write ETF (VEGA)  New Actively Managed ETF Seeks Structured Returns in All Market Conditions

BETHESDA, Md., Sept. 13, 2012 — /PRNewswire/ – AdvisorShares, a leading sponsor of actively managed Exchange Traded Funds (ETFs), announced today that the STAR Global Buy-Write ETF (NYSE Arca: VEGA) will open for trading on Tuesday, September 18, 2012.  VEGA is sub-advised by Partnervest Advisory Services (Partnervest), a Santa Barbara, Calif.-based investment advisor.   Read more….

March 30th, 2012
Santa Barbara Independent  School District in the Running for half a Billion Dollars.  Parnervest Financial Group has donated a single ticket to the district.

January 17th, 2012
Gary Strom, CFP, CLU, ChFC named President of Local Chapter of the Financial Planning Association.

March 20th, 2011
Investment News Article:  Options:  The logic of puts and calls:  More advisers are tackling the tools to mitigate and boost returns

November 13th, 2010
Barron’s ArticleETF’s Everywhere by Andrew Bary

October 10, 2010
Investment News Article - TD Ameritrade pushes options trading to custodial clients

Summer 2010
Partnervest teams with Options Industry Council - The benefits of using options in portfolios.
http://advisor.optionseducation.org/newsletter/Q32010/index.html

July 1, 2010
Jim Herrell, CFA Talking Points on “Where are the TLT’s?”
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June 8, 2010
Ken Hyman’s comments on “What’s Better Than Buy and Hold?”
article in
advisors4advisors
Read Article Comments

June 1, 2010
Jim Herrell’s Talking Points
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May 20, 2010
Jim Herrell’s Talking Points
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May 6, 2010
Pacific Coast Business Times  – “Investing In Santa Barbara”

May 2010
New Investing Platform Reaches for the Stars
Read Press Release

Partnervest OKed for TDAmeritrade Separate Account Exchange
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February 25, 2010
What Kind of Advisor Uses Options?
Read Article


January 11, 2010

Jim Herrell, CFA discusses purchasing ETFs after a decline in a February, 2009 Smart Money Stock Watch column.
Read Article


January 4, 2010

Partnervest’s Director of Investments, Jim Herrell, CFA discusses dividend ETFs in the March, 2009 edition of Financial Advisor magazine.
Read Article


December 21, 2009

Check out OIC Advisor’s latest client strategy article and legislative update.
Read Article


December 19, 2009

Partnervest’s Director of Investments, Jim Herrell, CFA comments on this week’s Striking Price column in Barron’s.
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January 26, 2009

Partnervest’s President and CEO Ken Hyman in Transitions.
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January 25, 2009

Ex-Hedgie Combines Options with All ETF Portfolio featured in SeekingAlpha.com.
Read Article


January 20, 2009

Partner and CMO Marcy Burton discusses outsourcing in article published in Financial Advisor.
Read Article


January 14, 2009

Partnervest’s Director of Investments, Jim Herrell, CFA, on CNBC.
Watch Video