News

Santa Barbara, CA - October 13th - 16th, 2004

Partnervest Financial Group, LLC held its third annual Partners Conference October 13th-15th 2004 at the Montecito Country Club in Santa Barbara California. The three day event marked the third year of exponential growth for Partnervest from a startup, to a full service Wealth Management Group advising over $575 Million in assets. Partnervest Financial Advisors service 10,000 clients in 46 states throughout the U.S. The focus of this year's conference was education and the continued dedication to providing superior unbiased Wealth Management solutions for our clients' and the advisors that serve them.


About Partnervest Financial Group

Partnervest Financial Group LLC, headquartered in Santa Barbara, California, is a privately owned full-service financial services, technology and consulting company. Partnervest and its wholly owned subsidiaries, Partnervest Securities, Inc. (Member NASD/SIPC), Partnervest Advisory Services LLC, a Registered Investment Advisor, and Partnervest Insurance Services LLC, an Insurance Agency, provide the full spectrum of financial services and products, as well as back-office operations, compliance, and business consulting services. Partnervest Technology Group provides multi tiered applications and an ASP model for account aggregation, electronic imaging, portfolio reporting, reconciliation, and integration management of financial service databases. For further information, contact Partnervest at (888) 991-9969 or at www.partnervest.com.