Partnervest Advisory Services, headquartered in Santa Barbara, California, has created a comprehensive financial services platform including Wealth Management, Traditional Investment Management and true Alternative Investments to serve the needs of the independent financial advisor community.
Partnervest Advisory Services is an SEC Registered Investment Advisor and has been independently owned and operated by its founders since 2001. The firm was created to provide a comprehensive wealth management platform for financial advisors and their clients. The owners have extensive experience in all aspects of operating a Registered Investment Advisory business.
- We are industry Thought Leaders and Marketplace Innovators.
- We align our economic interests with the long-term success of each and every financial advisor and their clients.
- We provide unparalleled service to our Financial Advisor community and their clients.
- We have brought wealth management, asset management, alternative investments and practice management expertise under one roof in a turnkey offering unequalled in today’s advisory community.
Partnervest Will Exceed Your Expectations!
- Responsive, professional management and mutual respect.
- Highly efficient and timely decision-making process.
- Adherence to a Code of Ethics designed to assist everyone at
Partnervest in doing the right thing.
- Open communication and complete transparency.
Our firm’s economic interests are strictly aligned with the long-term success of each and
every financial advisor and their clients.