Our strong relationships with our clients are based on connections that enable trust and insight as well as the flow of ideas among our investment teams and our engagement with companies, all of which allow us to make a positive difference. These connections are central to our values as a firm, to what active management stands for and to outperform the performance we seek to deliver.
We power success across the financial world for individuals and institutions through unique insights, thinking, and actions. Powering the Financial World Businesses, communities and global economies rely on us because we prioritize client experience, collaboration, innovation, and resilience. As the “people's choice,” our unique perspective, informed by one of the largest datasets in the world, powers the financial industry. At Partfield, we understand the best way to succeed at anything is to Consider Everything.
A BRIEF HISTORY
With over a decade of experience, and founded by a group of passionate people currently headed by Larry Pike and operating in San Francisco we are dedicated to innovation to help our partners reach their financial goals.
We have been able to identify the right investments, and as a company, we take responsible investments seriously by combining a rich heritage of asset management expertise with a simple, even old-fashioned investment philosophy, a belief in the importance of keeping a long term perspective and of doing our research and that there are no shortcuts to investing successfully. We believe that these qualities are key to providing investors around the world with consistently superior returns over the long term.
Our Purpose is to Create a more invested world together so that all our clients can be better off. We invest in your families, careers, and relationships – but what if you were just as invested in your financial futures? You can’t realize your full potential if you sit on the sidelines, only think about the short term, or think you have to go it alone.
At Partfield, we want to create a more invested world, partnering with advisors to help you become more knowledgeable, more educated, and more invested so you can meet your full potentials.
By creating unshakeable relationships:
Our story started with one advisor and one employee working together. Since then, the partnership has been core to our culture and how we do business. We believe that when we work together in true partnership, we create the greatest impact for everyone.
Invested In Continuous Learning:
We believe that knowledge is power. That’s why we make investments that are easy to understand so that everyone can be invested. We help advisors stay at the forefront of our industry, keeping them informed and educated so they can demonstrate the true value of advice.
Invested In Stronger Relationships:
We believe in helping advisors and investors stay invested through consultative relationships with professionals who truly care.
Invested In Your Portfolio:
We believe in offering a diverse range of innovative, high-performing investment options that can help every investor to reach their full potential.
Invested In A Better World:
We believe in the power of investing responsibly, creating an inclusive culture, and giving back to our communities.
A long term, risk concious approach
Across our private markets strategies is a
long-term focus, a risk-conscious investment philosophy, in-house sector
expertise, and strong internal governance. Our private markets business units are supported by board governance and
investment committees with independent legal, compliance, and risk teams that hold asset management expertise.
A commitment to sustainability
Responsible stewardship of our client's
capital is integral to our business and culture, and we seek
to be a global leader in creating long-term value for our stakeholders. The incorporation of ESG
considerations starts with the integration of ESG factors into our investment analysis and due diligence process.
In segments where we own and operate assets, we hold ourselves to a high standard of stewardship
and sustainability. We do this to both protect and grow the value of those assets and for the benefit
of the communities they touch. where we don't directly own assets, we're commited to intensive
due diligence and engagement with our partners and asset owners.
The strength of a global financial leader.
The heart of approximately 2000
Since we were founded, we at Partfield have stayed true to our mission: To help people feel confident about their financial future. During trying economic times our strength, integrity, our breadth of services, and personal relationships have made us a longstanding leader in financial planning and advice.
We have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you’ve earned and committed to helping you be brilliant.
A COMPANY WITH INTEGRITY
Integrity has been a core value since we were founded. It's how, through panics, recessions, and the recent pandemic, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
We have more than $100 billion in assets under management and administration.
We maintain leadership positions in each of our core business segments: Advice & Wealth Management, Asset Management, Annuities, and Protection.
We have more than 30 thousand individual, business, and institutional clients.
HIGH PERFORMANCE FROM HIGH PERFORMERS, THAT'S BETTER TOGETHER
Your Partner in Performance
In volatile markets, it’s more important than ever to help your clients stay invested. Our managers have the experience and disciplined investment process to keep your clients moving towards their long-term goals. Performance is about meeting your clients’ objectives, whatever they may be. Through our investment boutiques and value-added services, Partfield can help you deliver better client outcomes, regardless of market conditions.
What makes us different
You bring a lot to the table. So we make sure we do too.
We welcome both
independent MFDA and IIROC
We offer a competitive tiered
Our proven client experience
process is rated Number 1!
marketing, compliance and end-
to-end transition support.
Our leaders not only welcome
your engagement and dialogue,
they count on it.
Your independence and
entrepreneurial spirit makes us
who we are, and we value it.
From market shifts to major life milstones, we will meet you
where you are - in just the way you choose - and work with you
to get where you want to go. That,s advice, your way.
Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn't be stressful. Thats why we'll meet you on your terms, be it one-on-one online,in-person,or on a group video call with everyone in your family- unrestricted by regions and time zones.
Planning is personal.We provide different levels of service that you can choose from - so you get what's most effective for you. >We will help you find your preferred approach - whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.
Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement > preferences, and we'll stay connected with you - through your channels of choice.