INVESTOR SERVICES - WEALTH MANAGEMENT

Partnervest believes that Investors should budget and “spend” risk, not assets/dollars.

The STAR approach focuses on the view that diversification and allocation based on risk must be combined with traditional asset class diversification to achieve a more efficient portfolio. We seek to achieve our objectives by investing in segments of the global asset universe primarily via a combination of ETFs and mutual funds which exhibit attractive risk and return characteristics, consistent performance, adherence to style discipline, and with prudent investment philosophies.

Our firm’s economic interests are strictly aligned with the long-term success of each and
every financial advisor and their clients.