Portfolios designed for
optimal investing outcomes

Continuous research. A better take on risk and return.
Our proprietary PRICE analysis matrix.
And above all, goals aligned with our investors'.

Meeting goals through active management.

Research-driven strategies designed for flexibility through all market environments. Avoiding common investor mistakes is the centerpiece of a healthy long-term investment strategy.

icons8-pie-chart-96.png

Challenging The Status Quo

We challenge the idea that portfolios can be held based on historical studies of risk (volatility) and return, the founding theory of traditional ("strategic") asset allocation. Looking backward may fail to adequately measure what the market environment will present to an investor in the future. 

icons8-pie-chart-96.png

Avoiding Protracted Downturns

We also avoid strategies that take the opposite approach, those that overemphasize short-term fluctuations in an attempt to mitigate "risk". In our view, the real risk to the investor is what our predecessors have termed "permanent loss of capital."Short-term volatility is a prerequisite to generating higher returns. Protracted market downturns are the real enemies of a investment portfolio, drawdowns that can permanently reduce potential growth.

icons8-pie-chart-96.png

Quartz's Investing Approach

Quartz Partners incorporates these two concepts - the inevitability of short-term volatility and the need to protect principal during bear markets - into all of our strategies. We believe that this provides an investment philosophy that aligns itself with the investor's goals over the long-term.

Research-Driven Portfolio Construction

For accounts with a direct advisory relationship to Quartz Partners*, you and your clients also receive our full back office solution.

The PRICE Analysis Matrix

046 Mixed Hopes_edited.png
069 Purple Division_edited.png
159 Crystal River_edited.png
120 Seashore_edited.png
035 Itmeo Branding_edited.png
noun_legal_169016.png
noun_Bank_2564920.png
noun_economy_2170291.png
noun_company_1716850.png
noun_analyse chart_2372995.png
POLICY
RISK INCENTIVES & ATTITUDE
INFLATION & INTEREST RATES
CREDIT & LIQUIDITY
EARNINGS & ECONOMY
10.jpg

MONETARY & FISCAL POLICY

  • Federal Reserve policy

  • Global central bank policy

  • Major changes to tax policy

  • Effect of policy on foreign exchange rates

See How We Put it All Together

Meet the Leadership Team​

Joseph Arena

Managing Principal, Chief Investment Officer
 

J Arena headshot.JPG
iconfinder_Rounded-07_2024667.png
iconfinder_linkedin_circle_color_107178.
Twitter_Logo_WhiteOnBlue.png

Kyle Webber

Managing Principal, Chief Operating Officer
Portfolio Manager

K Webber headshot.jpg
iconfinder_Rounded-07_2024667.png
iconfinder_linkedin_circle_color_107178.
Twitter_Logo_WhiteOnBlue.png

Nancy Barlet

Managing Director, Institutional Ops

N Barlet headshot.JPG
iconfinder_Rounded-07_2024667.png

James Bruce

Managing Director, Advisor Solutions

 

J Bruce Headshot.JPG
iconfinder_Rounded-07_2024667.png

Jon Weisbaum

Chief Technology Officer

J Weisbaum headshot.jpg
iconfinder_Rounded-07_2024667.png
 

Get in touch.

I am a...

We'll be in touch!