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Abstract Waves

Portfolios Designed to Adapt

Research-driven portfolio solutions for financial advisors and employers.

Investment Strategies

Research-driven strategies designed for flexibility through all market environments.

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Advisor Solutions

Your outsourced CIO, technology, and back office support to help build a scalable practice.​

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Employer Plans

A turnkey 401(k) and HSA solution that prioritizes innovative investments, liability protection and cost efficiency.

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Investment Strategies

"Always on" Portfolio Management.

We manage our investment strategies in real-time and dynamically adjusts portfolio allocations as market conditions inevitably change. When opportunities arise, we can seamlessly adjust client portfolios.

Research-Driven Investment Strategies

Research-driven strategies designed for flexibility through all market environments. Utilizing a time-tested proprietary method focusing on data and market developments, our investment strategies are empowered with the ability to adjust to actionable changes in the market environment.


    ​Dynamic Asset Allocation

    Unconstrained Portfolios

    Top-down, macro research



    ​Equity Focus

    Driven by stock selection

    Bottom-up equity research

Learn more about our investment strategies


Refreshingly Different Employer
Retirement & HSA Plans

A retirement plan solution built from the top down that prioritizes cost efficiency, innovative investments and can reduce employer liability to the greatest extent possible.

Turnkey Platform

Our plans don't require any heavy lifting or outside services. The platform empowers employers to dynamically view information and make changes quickly. 

Cost Efficient

Each dollar spent on plan fees is one less for an employees retirement or growing a business. Our plans are designed to drastically lower plan fees while providing a better total retirement plan solution.

Intelligent Portfolios

Our plans have a highly scrutinized diversified list of individual funds, target date funds along with our own adaptCORE portfolios that adapt to changing market environments in an effort to preserve principal. ​

Timely Market Insights & Updates

Access Quartz Strategies Wherever You Are


Client Onboarding Made Simple

Quartz Partners' digital onboarding tool makes setting up a

new investment account easier than ever. 

Resource Center

Stay up to date with latest in performance, commentary, education and Quartz Partners in the media.

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You're all set!

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