Partnervest Financial Group LLC, headquartered in Santa Barbara, California, is a privately owned full service company with wholly owned subsidiaries that are a Broker Dealer, a SEC Registered Investment Advisor, and a Corporate Insurance Agency. We serve the needs of Financial Professionals and Individual Investors. We are powered by creative thinking, entrepreneurial spirit and independence. We honor the true definition of the word "partner."
February 25, 2010. What Kind of Advisor Uses Options? Read Article »
January 11, 2010. Jim Herrell, CFA discusses purchasing ETFs after a decline in a February, 2009 Smart Money Stock Watch column. Read Article »
January 4, 2010. Partnervest's Director of Investments, Jim Herrell, CFA discusses dividend ETFs in the March, 2009 edition of Financial Advisor magazine. Read Article »
December 21, 2009. Check out OIC Advisor's latest client strategy article and legislative update. Read Article »
December 19, 2009. Partnervest's Director of Investments, Jim Herrell, CFA comments on this week's Striking Price column in Barrons.Read Article »
January 26, 2009. Partnervest's President and CEO Ken Hyman in Transitions. Read Article »
January 25, 2009. Ex-Hedgie Combines Options with All ETF Portfolio featured in SeekingAlpha.com. Read Article »
January 20, 2009. Partner and CMO Marcy Burton discusses outsourcing in article published in Financial Advisor. Read Article »
January 14, 2009. Partnervest's Director of Investments, Jim Herrell, CFA, on CNBC. Watch Video »
December 30, 2008. Partnervest's President and CEO Ken Hyman in MorningstarAdvisor article: Practice Management in a Recession. Read Article »
December 16, 2008. Advisor Frank Beck appears on The Pat Campbell Show. Listen to audio »
December 9, 2008. Advisor Frank Beck writes Dollar Devaluation to Fix The Great Recession in Forbes.com. Read Article »
December, 2008. Partnervest's Director of Investments, Jim Herrell CFA, on CNBC's Opening Bell. Watch Video »
November 12, 2008. Advisor Frank Beck on CNBC today. Watch Video »
October 15, 2008. Advisor Frank Beck in The Wall Street Journal. Read Article »
October 8, 2008. Advisor Frank Beck in KVUE.com. Read Article »
October 4, 2008. Advisor Carolyn Bishop speaks to issues concerning the Wall Street Rescue/ Bail Out Plan posted on the Front Page of the Ventura County Star. Read Article »
October 1, 2008. Advisor Ron Noll discusses family offices in Registered Rep. Read Article »
September 22, 2008. Partner and CMO Marcy Burton quoted in InvestmentNews. Read Article »
September 16, 2008. Advisor Carolyn Bishop addresses investor's concerns over Lehman Brothers in the Ventura County Star. Read Article »
September 11, 2008. Advisor Frank Beck appears on CNBC. He discusses the decline in oil prices and the impact on investment decisions. Watch Video »
August 25, 2008. Tony Purpero interviewed by managing editor Bob Keane of Investment Advisor Magazine. Read Article »
August 14, 2008. Advisor Art Tabuenca quoted in US News. Read Article »
August 6, 2008. Advisor Art Tabuenca appears on Fox Business News. Watch Video »
August 6, 2008. Advisor Frank Beck appears on CNBC. Watch Video »
July 23, 2008. Advisor Lew Sisich featured in Bottom Line Secrets. Read Article »
