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 09/30/19. The fund's latest filing disclosed 279MM in positions, representing 63% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 09/30/19. The fund's latest filing disclosed 279MM in positions, representing 63% of the manager's regulatory AUM.
PARTNERVEST ADVISORY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PARTNERVEST ADVISORY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 22.64% | ETF | 6.1% | 0% | 0 | 27% | ||
| USMV | 4.75% | ETF | 1.28% | -0.17% | 0 | 4% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
PARTNERVEST ADVISORY Portfolio Concentration
PARTNERVEST ADVISORY Location
1216 STATE STREET
3RD FL
SANTA BARBARA, California
UNITED STATES, 93101
3RD FL
SANTA BARBARA, California
UNITED STATES, 93101
PARTNERVEST ADVISORY Contact Information
Phone Number: 805-966-1266
Fax Number: 805-966-1299
Website: https://www.partnervest.com
Fax Number: 805-966-1299
Website: https://www.partnervest.com
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