PARTNERVEST ADVISORY Overview

Partnervest Advisory Services Llc is an investment advisor that manages 445.5 MM dollars in regulatory AUM and has 13 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 211MM in positions, representing 47% of the manager's regulatory AUM.

PARTNERVEST ADVISORY StockAlpha

-2.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PARTNERVEST ADVISORY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 19.52% ETF 2.5% 0% 0 29%
RS 3.59% Materials 18.43% 0.46% 0 5%
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FEATURED IN
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PARTNERVEST ADVISORY Founders and Key Employees

Name Title In Position Since
Kenneth R. Hyman Chief Executive Officer, President, Treasurer, Chief Financial Officer, Chief Compliance Officer June-2001
Marcy S. Burton Chief Marketing Officer July-2009

PARTNERVEST ADVISORY Brokers, Custodians, Auditors and Administrators

Type Company

PARTNERVEST ADVISORY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
What are the methods of analysis and information used by Partnervest in providing its investment advice?
We treat clients as individuals. When a client comes to us their current investments are evaluated to determine whether they correspond with the client's financial objectives. Partnervest designs and proposes a portfolio to help clients attain their financial goals.

Before making recommendations to a client, and as a part of our overall method of analysis, Partnervest does extensive research to help develop our strategies and recommendations. Partnervest uses commercially available services, financial publications and information services dealing with investment research. Such information may be obtainable in print, on computer media, via the internet or via some other electronic means. Company prepared materials and research releases prepared by others are also utilized. Partnervest also uses research mate...
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PARTNERVEST ADVISORY Portfolio Concentration

PARTNERVEST ADVISORY Location

1216 STATE STREET
3RD FL
SANTA BARBARA, California
UNITED STATES, 93101

PARTNERVEST ADVISORY Contact Information

Phone Number: 805-966-1266
Fax Number: 805-966-1299
Website:

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