Portfolios Engineered for All
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.
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.
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.
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.
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