The Partnervest Difference

Turnkey investment platform...

...including model portfolios designed to fit a wide range of client needs. Managed by an investment team with pedigree and tenure within the investment community.

Access to alternative investments...

...(e.g., direct real estate deals and private equity) through a partnership that designs customized portfolios of alternative investments for accredited clients.

Practice management and business development...

...expertise available to every advisor to facilitate a customized growth plan for practices at every level.

Proven back office support...

...standing ready to solve any and all challenges presented; all to insure the client experience is unparalleled.

The Partnervest team works tirelessly to provide solutions for both the advisors and their clients; asset management, access to alternative investments, the ability to run an efficient and growing practice and finally, to provide service solutions in a professional and timely manner.

Partnervest advantages at a glance

  • RIA Affiliation - Maintain exclusive ownership of your business while partnering with a comprehensive advisory services team.
  • Flexible Branding - Create your own DBA (i.e. Retirement Planning Solutions) or piggyback on our branding, whichever best serves your practice.
  • Flexibility to build your practice according to your vision - The entrepreneurial spirit is not only embraced, but also encouraged at Partnervest. We work with you to fulfill this vision.
  • Back Office Support Services - Manned by 12 experienced, professional staff members, Partnervest provides comprehensive performance reporting, fee calculation & billing, operations and compliance all under one roof to serve you, our partner.
  • Customized Technology Solutions - Utilizing Orion software, we provide fully customizable technology solutions.
  • Solicitor Affiliate Program - We offer a unique program, designed to maximize the advisor’s ability to generate new clients through a powerful acquisition process.

We are committed to treating advisors, solicitors and investors with integrity and take a strictly ethical approach to advising, investing and managing assets. Our firm is proud of its flawless reputation, creative thinking and entrepreneurial spirit.