Partnervest Financial Group (PFG) Announces Next Step in its Evolution: Growth Plan 2.0 -- A Plan of Vision, Strength and Purpose

Share Article

Partnervest Financial Group (PFG) unveils Growth Plan 2.0, expanding its Leadership and Investment Teams, while enhancing the Firm’s Strategic Management Process. This is the next step in the firm’s evolution and slated to maximize efficiency and expand Partnervest’s reach in a changing financial world.

Partnervest Financial Group
In broadening Partnervest’s scope, we have driven a reshaping of our enterprise to evolve and meet the changing needs of our partners and clients, states Hyman.

Partnervest Financial Group announced today its PFG Growth Plan 2.0, a strategic plan outlining the financial investment services firm’s newest evolutionary phase. Described as ‘A Plan of Vision, Strength and Purpose’ by Company Founder, President and Chief Operating Officer, Kenneth R. Hyman, the plan explains the firm’s evolutionary process and introduces a new Chief Executive Officer, Chief Investment Officer, an enhanced Executive Team, an Alternative Investment Team and a newly integrated investment management process. As designed, the plan is slated to increase efficiency while expanding Partnervest’s reach in an evolving financial world.

“In broadening Partnervest’s scope, we have driven a reshaping of our enterprise to evolve and meet the changing needs of our partners and clients,” states Hyman. “As the financial services environment evolves, we too must evolve. We find ourselves in a new world of financial services, constantly exploring strategic alternatives and working to implement them as a defined course of success. This will continue to be Partnervest’s primary focus, and our most direct path to achieving our goals.”

As part of PFG Growth Plan 2.0, several new additions have been made to the firm’s executive team. John Harline, Founder of Elysian Capital Holdings, LLC, joins Partnervest as its Chief Executive Officer. David Young, Chartered Financial Analyst® and Founder of Anfield Capital Management, joins Partnervest as its Chief Investment Officer and will integrate Anfield’s entire investment team and resources into Partnervest’s investment process. Also joining Partnervest as an equity partner is Elysian Capital Holdings, LLC, a holding company for a conglomerate of synergistic financial services and consultative companies. Elysian will provide leadership and expansion to Partnervest’s existing executive team. Joining Partnervest from Elysian Capital Holdings, LLC, along with John Harline as Chief Executive Officer, is Nick Georggin, Esq. as General Counsel; Mike Maffia as Chief Business Officer; and Lisa Harline as Chief Financial Officer.

Partnervest’s leadership expansion includes additions to its Strategic Board, consisting of new partners with focused specialties. Principals from Circle Squared Alternatives and Hampshire Real Estate Company will be assisting Partnervest with the integration of alternative investment solutions. According to Hyman, “Partnervest is now poised to provide its advisors with the right resources to reach their full potential, while enhancing exclusivity in the services they provide.”

According to Hyman, the implementation of PFG Growth Plan 2.0 will encompass a widespread broadening of opportunity and resources for Partnervest advisors. “We are focusing on how to better serve an affluent clientele, such as endowments, foundations and family offices, while still servicing the aspirational investor on their journey to affluence. As a result, we have made significant service enhancements in the areas of Recruiting, Branding, Technology, Website Utilization, Practice Management, Expanded World-Class Asset and Alternative Management.”

As Partnervest’s Chief Executive Officer, John Harline reflects, “This is an exciting point in Partnervest’s evolution and growth. It is an honor to be part of an organization built on integrity and led by purpose. As we embark on this exciting new phase of Partnervest, our vision is to continue with this tradition while embracing the potential for longterm growth.”

Partnervest Managing Partner and Advisor Advocate, Marcy Burton states, “Partnervest has built a vibrant business, founded on the fundamental value of integrity. This next step forward will be reflective of the strong progress we will continue to make into the future.”

Hyman agrees, “We have always been committed to our guiding principle – to provide valuable service, with excellence. The foundation of this firm was built on integrity and this remains Partnervest’s driving force, even today. The quest has always been to develop a firm, synergized in vision, strength and purpose. With our vision intact, we have managed to do so, while successfully navigating a changing financial landscape.”

ABOUT PARTNERVEST FINANCIAL GROUP
Based in Santa Barbara, California, Partnervest Financial Group is led by Founder and President, Kenneth R. Hyman. Partnervest delivers wealth-management and advisory platforms, registered investment advisor services, and innovative technology to independent financial professionals. They also provide comprehensive practice management, compliance and operational support, including turnkey middle- and back-office assistance, to independent financial advisors in a manner customized to their needs. Partnervest is committed to helping advisors grow their businesses and strengthen their relationships with clients. Investment Advisory Services provided through Partnervest Advisory Services LLC. For more information, visit http://www.partnervest.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

John Harline, CEO

Despina Georggin, Esq.
Visit website