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
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.