The Power of Partnership

Synergized in Vision, Strength and Purpose

As the financial services industry has grown more complex, many advisors have expanded their practices through partnerships.  Some have wanted innovative investment strategies to meet their clients’ needs for income and better risk management.  Others have looked for a platform that would offer a full range of products and services that support their business development. Most are looking for someone who will listen and be collaborative in their approach to success. For these advisors, Partnervest has become the partner of choice.

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.