Who We Are

Partnervest Financial Group LLC, headquartered in Santa Barbara, California, is a privately owned full-service financial services, technology, and consulting company. Partnervest and its wholly owned subsidiaries, Partnervest Securities, Inc. (Member FINRA/MSRB/SIPC, www.finra.org), Partnervest Advisory Services LLC, a Registered Investment Advisor, and Partnervest Insurance Services LLC, an Insurance Agency, provide the full spectrum of Investment Management, Financial Planning, and Business Consulting Services. Areas of specialty include: Retirement Planning Business Continuation Planning Estate Planning Investment Management Partnervest specializes in creating solutions that are tailored to the client's specific needs; including In-House Outsourced Solution™, the ultimate integrated back-office, compliance, and consulting service for investment advisors.

Our Mission Statement
Partnervest provides superior, unbiased wealth management solutions for investors and the advisors that serve them.

We are dedicated to:

• Service With Excellence
• High Ethical Standards
• Needs-based Customized Solutions
• Independence and Freedom of Choice
• Cultivating Partnering Relationships
• Leading Edge Technology
• Superior Profit Margins
• Opportunity for Equity Participation

Partnervest Advisory Services LLC
Partnervest Securities, Inc. (PSI) is currently a limited purpose broker-dealer and does not conduct securities business. Representatives formerly affiliated with PSI now conduct securities business through the Partnervest Division of Sorrento Pacific Financial LLC.

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Business Continuity Disclosure
Partnervest maintains a business continuity plan, including alternate processing facilities, to address interruptions to its normal course of business.  These plans are reviewed annually and updated as necessary.  The plans outline the actions Partnervest will take in the event of a building, citywide, or regional incident, including relocating technology and operational personnel to preassigned alternate facilities.  Technology data processing can also be switched to an alternate data center.  Partnervest's recovery time objective for business resumption, including those involving a relocation of personnel or technology, is four (4) hours.  This recovery objective may be negatively affected by the unavailability of external resources and circumstances beyond our control.

In the event that our financial organization experiences a significant business interruption, you may contact Partnervest directly to process limited trade-related transactions, cash disbursements, and security transfers.  Instructions to Partnervest must be in writing and transmitted via facsimile to 805-966-1299 or 805-456-0227, or by postal service as follows:

Partnervest Securities, Inc.
510 Castillo Street, 2nd Floor
Santa Barbara, CA  93101
805-966-1266

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Fri Mar 12 09:05:53 PDT 2010.    Copyright © 2001-2010 Partnervest ® Financial Group LLC.    Website Comments/Questions