Solutions for Investors and Professionals
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.
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.
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.
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.
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.