Investments That Adapt

  Quartz Partners Investment Management is a Registered Investment Adviser offering research-driven portfolio solutions for individuals, financial advisors, and employers.  

  Solutions for Investors and Professionals
  

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Investment Strategies

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

Our Strategies

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Employer Plans

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

Employer Plans

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Solutions for Advisors

Use Quartz Partners as your outsourced CIO and back office support to help build your practice.

Advisor Solutions

How We Invest

  

There is no way to predict the direction of the market. That's why Quartz Partners manages 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.

Portfolio Management.

Always on.

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.

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.

Intuitive Turn-Key Platform

Our plan is comprehensive and doesn'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.

CEFEX Certified

Less than 5% advisers have earned the coveted CEFEX certification, which requires an annual ISO 19011 audit to certify we adhere to the most stringent fiduciary standards for managing retirement plans. We are platform agnostic and our 3(38) fiduciary protection can be added to an existing plan.

Learn more about fiduciary protection

Intelligent Investments

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. 

Learn More

Resource Center

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

Contact Us

Quartz Partners Investment Management

17 1st St, Suite 206, Troy, NY 12180

Tel: 800-433-0422

Fax: 877-307-1266

hello@quartzpartners.com

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