Partnervest is committed to your success and provides the solutions you need to manage and grow your practice more efficiently and effectively.

Partnervest Advisory supports an open architecture platform which includes a choice of custodians that best matches the way you do business. Each custodian offers financial stability, data security and a reputation for integrity.


Partnervest is not affiliated with, sponsored by, or endorsed by any of these custodians and make no representations regarding its content. The information contained therein should not be considered either a recommendation or endorsement by them.

Disclosure for Advisor with Multiple Custodians
TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Partnervest Advisory Services, LLC, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

We align our economic interests with the long-term success of each and
every financial advisor and their clients.