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
Investment Strategies
Research-driven strategies designed for flexibility through all market environments.
Employer Plans
A turnkey 401(k) and HSA solution that prioritizes innovative investments, liability protection and cost efficiency.
Solutions for Advisors
Use Quartz Partners as your outsourced CIO and back office support to help build your practice.
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.
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.
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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
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