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.

Our Strategies

Employer Plans

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

Employer Plans

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.

Research-Driven Portfolios

Our strategies are driven by Quartz Partners' PRICE Method, a proprietary process guided by the global economic and financial markets. Standing for Policy, Risk Incentives & Attitudes, Inflation & Interest Rates, Credit & Liquidity, and Earnings & Economy, the PRICE system is designed to provide strategy flexibility as market risks and opportunities change.

Managing Risk

All of our core strategies maintain a secondary capital preservation objective, seeking to avoid "permanent loss of capital." Protracted recessions and market downturns can threaten retirement goals, especially when they occur near or at the retirement (distribution) age. Through comprehensive research and portfolio evaluations, Quartz Partners seeks to protect investors from severe downturns.

Unbiased Investment Decisions

As a fully independent Investment Adviser, our investment selection process is guided solely by your best interests. We monitor the entire Exchange-Traded Funds universe to build portfolios based on characteristics including cost, tradeability and fit.

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. 

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

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 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. 

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

Get In Touch →

About Us


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Quartz Partners Investment Management

17 1st St, Suite 206 Troy, NY 12180

Tel: 800-433-0422  Fax: 877-307-1266  Email:


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 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, an online resource from the SEC, to learn about detecting fraud and researching financial advisers before investing. 

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