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 Article: ETF’s Everywhere by Andrew Bary
October 10, 2010 Investment News Article- TD Ameritrade pushes options trading to custodial clients
May 2010 New Investing Platform Reaches for the Stars Read Press Release
Partnervest OKed for TDAmeritrade Separate Account Exchange Read Press Release
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. Read Article
January 26, 2009 Partnervest’s President and CEO Ken Hyman in Transitions. Read Article
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
News Releases
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 Article: ETF’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?”
Read Memo
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
Read Memo
May 20, 2010
Jim Herrell’s Talking Points
Read Memo
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
Read Press Release
February 25, 2010
Read Article
What Kind of Advisor Uses Options?
January 11, 2010
Jim Herrell, CFA discusses purchasing ETFs after a decline in a February, 2009 Smart Money Stock Watch column.
January 4, 2010
Partnervest’s Director of Investments, Jim Herrell, CFA discusses dividend ETFs in the March, 2009 edition of Financial Advisor magazine.
December 21, 2009
Check out OIC Advisor’s latest client strategy article and legislative update.
December 19, 2009
Partnervest’s Director of Investments, Jim Herrell, CFA comments on this week’s Striking Price column in Barron’s.
January 26, 2009
Partnervest’s President and CEO Ken Hyman in Transitions.
January 25, 2009
Ex-Hedgie Combines Options with All ETF Portfolio featured in SeekingAlpha.com.
January 20, 2009
Partner and CMO Marcy Burton discusses outsourcing in article published in Financial Advisor.
January 14, 2009
Partnervest’s Director of Investments, Jim Herrell, CFA, on CNBC.