Scaling Smarter: How Quartz Investment Models Help Advisors Grow with Confidence

What if your investment models actually helped grow your firm? 

Many advisors face a common tension: how to grow their business while also managing investment volatility, clients, and portfolios without burning out. Quartz was built to resolve that tension. 

Our investment models were designed with one goal: to help you deliver better client outcomes and make it easier to run your practice with our best of class back-office support. With two distinct series of actively managed investment strategies—Dynamic and Astra—Quartz gives financial advisors turn-key institutional quality investment portfolios for all types of investors that they can rely on in any market environment. 

The Quartz Philosophy: Adaptive, Scalable, Risk-Aware 

Most investment platforms force advisors to choose between rigid model portfolios and overly complex customization. Quartz bridges that gap by offering: 

At the core of the Dynamic Series is the PRICE Analysis Matrix—a research-driven framework that analyzes over 50 data points across policy, risk, inflation, credit, and earnings trends. These insights inform tactical shifts between defensive assets like Treasuries and risk assets like equities and high-yield bonds. 

• Dynamic Series: Global risk-managed asset allocation portfolios designed to adapt dynamically to changing market conditions and preserve capital during protracted market downturns 

• Astra Series: Focused equity strategies driven by stock selection and a repeatable economic margin fundamental analysis model. 

All strategies are actively managed and built to deliver total return.  

Portfolios include: 

• Quartz Spectrum (multi-asset) 

• Quartz Equity (tactical equity) 

• Quartz Yield Plus (tactical fixed income) 

Astra Series: Stock Selection with an Edge 

The Astra Series focuses on concentrated portfolios of 20–25 stocks selected using our proprietary Economic Margin methodology. This framework identifies companies that consistently earn more than their true cost of capital—not just cash flow. 

Key Astra strategies include: 

• Asteria US Dividend 

• Asteria US Growth 

• Asteria Core and Equity Commodity 

These portfolios are not built for market timing or volatility control, but for high-conviction, long-term growth. Advisors use Astra strategies as a core equity sleeve within larger diversified portfolios. 

Customization and Use Cases 

Quartz doesn’t believe in one-size-fits-all—but we also don’t overcomplicate things. Here’s how advisors commonly use our models: 

• Combine Dynamic series with Astra series for balance 

• Rely on the Dynamic Series to offset high downside risk from other allocations 

• Rely on the Astra Series to offset high conviction stock selection 

While intra-model customization isn’t available, advisors can combine multiple models in a single account and tailor allocations per client with a $10,000 minimum per model.   

In short: Quartz helps you anticipate shifts, not just react to them. 

Real Results: From Reactive to Scalable 

Here’s how one advisor used Quartz strategies to unlock capacity and improve performance: 

“Since switching to Quartz, I’ve grown AUM and simplified client conversations. The Dynamic models help me manage downside risk, and Astra gives me the equity exposure I need. It’s scalable and easier to manage.”

—DJ Florence, Florence Wealth Management, Danville, Indiana

*DJ was not compensated for this testimonial. His experience may not be representative of all advisors. Investment strategies involve risk and may not be suitable for every advisor 's client.

Advisors choose Quartz when they want: 

• More time to focus on planning and relationships 

• A repeatable, risk-managed process 

• Flexible strategies without institutional headaches 

Adaptive Risk Management, Built-In 

What sets Quartz apart is the dynamic response to volatility. 

Our models adjust to changing conditions—reducing risk when markets turn and re-entering when the opportunity is right. That means: 

• Moving to cash or defensive positions in bonds and gold during downturns 

• Leaning into equities when market conditions are favorable 

• Reacting faster to avoid protracted drawdowns based on historical probabilities 

This isn’t market timing. It’s intelligent risk calibration built into every strategy. 

Our models reduced exposure quickly in the early days of COVID-19—then re-entered favorable valuations in early April 2020. That preserved capital and helped clients recover faster. 

Seamless Advisor Experience 

We know your business needs more than performance. You need ease. 

“We built Quartz to make life easier for advisors. From onboarding to reporting, we’ve eliminated friction so they can focus on what they do best—advising clients.” 

— Kyle Webber, COO & Portfolio Manager 

Quartz delivers: 

• White-glove onboarding 

• Integration with major custodians 

• Turnkey performance reporting 

• Optional OCIO services for advisors who want deeper investment support 

You stay in control—but gain a partner that makes running your business easier. 

Who It’s For? 

Quartz is designed for: 

• Solo and small-firm RIAs who want institutional-grade portfolios 

• Mid-career professionals seeking scalability without losing client trust 

• Firms seeking scalable growth, or partnership-ready platforms 

We serve second and third-tier markets—places often overlooked by national aggregators but rich in opportunity. 

Your Next Step: Grow with Confidence 

If you’re still building portfolios from scratch, juggling custodians, and reacting to every market blip, there’s a better way. Quartz helps you grow your practice by giving you: 

• Adaptive investment strategies 

• A scalable platform 

• White-glove support 

Let’s scale smarter—together. 

🎯 Schedule a strategy session

📥 Get the Investment Models Overview PDF  

🔍 Explore the data behind the PRICE Analysis Matrix  

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