We'll help you focus on client relationships and building your practice.
Our strategies are designed to align your growing business with the investing goals of your existing and prospective clients. By using Quartz Partners as your money manager and back office support (including access to AdvisorLynx, our comprehensive Portfolio Accounting System), we can help transform your practice by providing scalability, superior service, and institutional-quality portfolio management.
There are multiple channels through which our strategies are available. Each is designed to give you and your clients the peace of mind in knowing that our team is fully committed to managing your clients' portfolios.
Variable Annuity Overlay
Our strategies may be available as UMA "sleeves" for your Unified Managed Account Platform. Please contact us to see if our strategies are available for your clients.
Quartz Partners works with TD Ameritrade Institutional and Folio Institutional to offer full advisory services to your client accounts. This option leverages our dedicated accounts team, letting us act as your "back office" with services such as account onboarding and cash management.
How We Help
We offer a total retirement plan solution designed to support you in your role as a fiduciary.
Our goal is to take out the guesswork and help implement a plan quickly and seamlessly. Successful plans are cost effective and help to mitigate fiduciary liability and allow plan sponsors to focus on what matters most: your organization and employees. A robust online platform will empower you with tools to get information you need and take action quickly. As always, support is only a phone call away.
Portfolio Management Services
We offer a full suite of investment strategies and multi-strategy allocation portfolios. Partnering with Quartz Partners gives your clients a full-time CIO while freeing up valuable resources for you to build your practice and client relationships.
Back Office Solutions
For accounts with a direct advisory relationship to Quartz Partners*, you and your clients also receive our full back office solution.
Our dedicated service team help you fill out and process both Quartz paperwork and custodial forms. Find the right paperwork fast with our box.com forms database. You can also use our inFORM Back Office Assistant or send us a message and we will get back to you with the necessary paperwork. When available, we can also help you fill out forms to help you prepare for client meetings.
We'll process one-time and systematic withdrawals with ease when your clients sign up for Quartz-directed cash management access.
Portfolio Accounting & Reporting
We've teamed up with Orion Advisor Services to provide premium, multi-level reporting and portfolio accounting tools.
Orion's AdvisorLynx feature lets you monitor your clients and view detailed household reports ahead of a client meeting.
Your clients can request a personalized log-in account to view holdings, transaction history, and performance.
Multiple ways to Partner with Us
DIRECT ADVISORY RELATIONSHIP
Accounts are held at qualified custodians with Quartz Partners set up as the primary advisor. This option allows us to offer comprehensive advisory services for your client accounts and leverages our dedicated accounts team. Let us act as your "back office" with services such as account onboarding and cash management. As the Investment Adviser Representative, you can maintain your personal client relationships and help guide them through their investing life cycle.
Current availability: TD Ameritrade Institutional, Folio Institutional.
Unified Managed Accounts
Our strategies may be available as UMA "sleeves" for your Unified Managed Account Platform. This option gives you the flexibility to utilize our portfolios as standalone or defined allocation solutions. Please contact us to see if our strategies are available for your clients.
Current availability: Envestnet, Lockwood, SmartX, Sawtooth, Adhesion Wealth, Folio Model Manager Exchange, TD Ameritrade Institutional Separate Account Exchange, Bellatore Financial, Aspire ETF Strategist.
Variable Annuity Overlay
We have the ability to apply our tactical strategies to existing variable annuity policies sold by a variety of insurance companies. Under these arrangements, Quartz Partners acts as "third party money manager" and is granted authorization to trade and service the account by the client.
Current availability: Jefferson National, Jackson National, Nationwide, Prudential, Security Benefit Life, and more.
BACK OFFICE SOLUTIONS
THIRD PARTY MONEY MANAGER
BACK OFFICE SOLUTIONS
Quartz Partners, LLC ("Quartz") is not affiliated with any of the third parties listed above. Quartz typically does not accept the discretionary authority to direct brokerage for our advisory services and requests the Client’s direction and consent as to where they would like Quartz to custody and execute transactions for their Account. Quartz and our employees do not hold insurance licenses, recommend or sell Variable Annuities or other Insurance products that provide compensation (e.g., sales commissions or distribution fees). However, some Clients may ask us to provide our Separate Account or Institutional Model Provider advisory services to a pre-existing variable annuity product that was not originally recommended or sold by Quartz. We refer to this scenario as a “Variable Annuity Overlay”. In this scenario we will only provide advice concerning the investment options available within the Client’s variable insurance policy rather than the policy terms, riders, etc. In addition, the often higher operational expenses, limited investment options or, at times, trading restrictions may lead to a reduction in the available Strategies or a difference in the trading and/or performance the Client may have received in a traditional brokerage account with another qualified custodian/broker-dealer (“Custodian”). In some circumstances the distribution of Quartz’s advisory fees may reduce or void the benefits of certain riders on a Client’s policy. We urge Clients to speak with the Financial Professional who recommended the purchase of the variable insurance product to aid in understanding the benefits, limitations and unique costs associated with these types of products.