Engineered for flexibility in all market environments
Guided by research and driven by delivering value to investors, our strategy portfolios are designed with clients in mind.

DYNAMIC PORTFOLIO STRATEGIES
Quartz Strategies
Dynamic strategies guided by macro research
Our strategies are designed to seek various levels of risk over a full market cycle. The portfolios are dynamically created based on advanced research into economic, fundamental, technical, and market psychology factors. As these market conditions change, the strategies are reallocated accordingly in an effort to capture upside market movements and avoid protracted downturns.
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Quartz Strategies
Quartz Equity​
Global tactical equity strategy seeking long-term capital appreciation with a secondary emphasis on capital preservation. The Strategy will be primarily determined based on the outlook for the financial markets and global economy.
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TACTICAL
AGGRESSIVE
ETF PORTFOLIO
Quartz Spectrum​
Multi-asset tactical strategy seeking long-term capital growth with a secondary emphasis on capital preservation. The Strategy will be primarily determined based on our outlook on the financial markets and global economy.
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TACTICAL
MODERATE
ETF PORTFOLIO
Quartz Yield Plus​
Tactical fixed income strategy seeking long-term capital appreciation with a secondary emphasis on capital preservation. The Strategy will be primarily determined based on the outlook for the financial markets and global economy.
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TACTICAL
MODERATELY CONSERVATIVE
ETF PORTFOLIO
Quartz adaptCORE Portolios
Designed for investors looking for a diversified mix of Quartz Strategies, the adaptCORE Portfolio Series combine multiple Strategies into a single portfolio. With options ranging from conservative growth to aggressive growth, adaptCORE makes it easy to find the right mix of tactical portfolios.