Portfolios Designed for Life

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

Portfolios Engineered for All
Market Environments

Markets are unpredictable. Our investment strategy and portfolios are structured to provide maximum flexibility, empowering your investments with the ability to adjust to lasting changes in the market environment.

Independent Research With
No Strings Attached

We conduct the research that drives our portfolios in-house, focusing on the data and market developments that matter most to your investments. And as a fee-only advisor, our security selection process is always done with your interests in mind. 

Working with Financial Advisors and Employers

Our strategies are available to financial advisors through multiple platforms and products. We also offer a comprehensive cost efficient 401K Plan solution. See how much your retirement plan could save by clicking here.

Always-on Portfolio Management  
Our experienced team of professionals conducts daily research on the rapidly evolving global economy and financial markets. When opportunities arise, we can seamlessly adjust your portfolio. 
With Quartz Partners on your side, you'll have the team you need and the time you deserve. 
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Getting Started is Easy.
Quartz Partners manages most retirement and brokerage (non-qualified) accounts. Start out by completing our risk profile quiz to see which strategy meets your individual risk tolerance and goals. Once your account is set up and a strategy is chosen, we take care of ongoing rebalancing (as needed) and allocation changes. We can also help with your cash management needs if you choose a qualified custodian.
 

BROKERAGE ACCOUNTS

 

We can help you set up a brokerage account at custodians such as TD Ameritrade Institutional. Once you select a custodian & strategy, we do the rest.

ETF

VARIABLE ANNUITY OVERLAY

 

We can manage the investments available within an existing Variable Annuity (VA). With a VA, the job of selecting the right allocation is left to you. We can help select with both fund selection and portfolio construction.

ETF

UNIFIED MANAGED ACCOUNTS

If you are participating in a unified managed account program through your financial advisor, Quartz Partners strategy portfolios may be available.

Financial Advisors: learn more

At Quartz Partners, we put your goals
first and invest alongside you for the
long-term.

 There is simply no way to predict the path of the markets years ahead. That's why Quartz Partners manages your portfolio in real-time and rebalances your portfolio as market conditions inevitably change.
 
Contact Us

17 1st St, Suite 206, Troy, NY 12180

(800) 433-0422

hello@quartzpartners.com

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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

 

Past Performance is not a guarantee of future results. There is no guarantee that the Strategies' objectives will be met. Please see Disclosures for important information regarding strategies and benchmarks. Additional disclosures and regulatory information about Quartz Partners, LLC is available on the Security and Exchange Commission's (SEC) website at www.adviserinfo.sec.gov by either searching by our firm name or unique identifying CRD #174327. Quartz Partners, LLC's use of the term “registered investment adviser” or being “registered” with the SEC, any state securities authority or self regulatory organization does not imply a certain level of skill or training. Visit Investor.gov, an online resource from the SEC, to learn about detecting fraud and researching financial advisers before investing. 

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