What makes a firm a good partner? Certainly having the right products and services is important, but it is just a starting point. Advisors also want a partner who understands their clients’ needs, can support the advisor on an individual basis, and is reliable and highly regarded.
If your practice could use that kind of partnership, consider Partnervest. This site has more information on our Investments, Advisor Services, Practice Management and more.
It Starts with a Conversation
If your practice could use a powerful partnership, consider Partnervest.
Partnervest Advisory Services, LLC relied on the SEC’s March 13, 2020 Release No. 5463 Order Under Section 206A of the Investment Advisers Act of 1940, which provides a temporary exemption from certain requirements of the Advisers Act (https://www.sec.gov/rules/other/2020/ia-5463.pdf). Under this Order, Partnervest filed the firm’s Form ADV annual amendment on March 31, 2020.