The Partnervest team works tirelessly to provide solutions for both the advisors and their clients; asset management, access to alternative investments, the ability to run an efficient and growing practice and finally, to provide service solutions in a professional and timely manner.
Parternvest advantages at a glance
- RIA Affiliation - Maintain exclusive ownership of your business while partnering with a comprehensive advisory services team.
- Flexible Branding - Create your own DBA (i.e. Retirement Planning Solutions) or piggyback on our branding, whichever best serves your practice.
- Flexibility to build your practice according to your vision - The entrepreneurial spirit is not only embraced, but also encouraged at Partnervest. We work with you to fulfill this vision.
- Back Office Support Services - Manned by 12 experienced, professional staff members, Partnervest provides comprehensive performance reporting, fee calculation & billing, operations and compliance all under one roof to serve you, our partner.
- Customized Technology Solutions - Utilizing Orion software, we provide fully customizable technology solutions.
- Solicitor Affiliate Program - We offer a unique program, designed to maximize the advisor’s ability to generate new clients through a powerful acquisition process.
We are committed to treating advisors, solicitors and investors with integrity and take a strictly ethical approach to advising, investing and managing assets. Our firm is proud of its flawless reputation, creative thinking and entrepreneurial spirit.