Tactical Portfolio Strategies

Quartz Partners' core strategies are driven by our firm philosophy: the key to long-term investment growth is a tactical approach that seeks high total returns with a vigilant commitment to downside risk management. 

Our strategies are designed to seek various levels of risk. 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 re-allocated accordingly in an effort to capture upside market movements and avoid protracted downturns.

 Common Principles of Quartz Partners Strategies: 

 

           ​Tactical Asset Allocation

 

​           Unconstrained Portfolios

​           Focus on Capital Preservation

​           Seek Upside Capture, Downside Avoidance

Strategies

Our full lineup of investment strategies and multi-strategy portfolios.

 
Quartz Spectrum

Category: Tactical All Asset

 

The Quartz Spectrum Strategy seeks long-term capital growth with a secondary emphasis on capital preservation. The strategy portfolio will be dynamically rebalanced based on our outlook on the financial markets and economy. All asset classes may be utilized in the Spectrum Strategy, with allocations adjusting to changing market conditions in an unconstrained manner. During periods in which capital preservation measures are undertaken, up to a 100% allocation in cash or equivalent securities may be used.

FACT SHEET >

Quartz Yield Plus

Category: Tactical Fixed Income

 

The Quartz Yield Plus Strategy seeks positive total returns with a secondary emphasis on capital preservation. The strategy portfolio will be dynamically rebalanced based on our outlook on the financial markets and economy. A focus on securities that offer a yield will be the focus of the Strategy, including but not limited to high yield corporate bonds. Up to a 30% US Equity allocation may be employed. During periods in which capital preservation measures are undertaken, up to a 100% allocation in cash or equivalent securities may be used.​

FACT SHEET >

 
Quartz High Yield Legacy

Category: Tactical High Yield Bond

 

The Quartz High Yield Legacy Strategy seeks positive total returns with a secondary emphasis on capital preservation. The strategy portfolio will be dynamically rebalanced based on our outlook on the financial markets and economy. High yield corporate bonds is the primary asset class utilized in the Strategy, with US Treasuries and/or cash or equivalents serving as defensive options. During periods in which capital preservation measures are undertaken, up to a 100% allocation in cash or equivalent securities may be used.​

FACT SHEET >

Quartz Equity

Category: Tactical Global Equity

The Quartz Equity Strategy seeks long-term capital growth with a secondary emphasis on capital preservation. The strategy portfolio will be dynamically rebalanced based on our outlook on the financial markets and economy. US and/or global equities will be the focus of the Strategy and may invest in commodities and real estate as well. During periods in which capital preservation measures are undertaken, up to a 100% allocation in cash or equivalent securities may be used.

FACT SHEET >

Quartz adaptCORE Portfolios

 

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. 

 

•  Tactical asset allocation within each Strategy module

•  All component strategies are unconstrained and may allocate up to 100% to cash

•  May use leverage

FACT SHEET >

Quartz Equity
Quartz Spectrum
Quartz Yield Plus
AGGRESSIVE GROWTH
LONG-TERM GROWTH
BALANCED GROWTH
CONSERVATIVE GROWTH
 

Past Performance is not a guarantee of future results. There is no guarantee that the Strategy’s objectives will be met. 

 

Quartz Partners Investment Management (“Quartz”) puts forth its best effort to achieve the objectives of its programs. However, there is no guarantee that the objectives will be achieved. An Account(s)' return and principal will fluctuate so that the Account(s), when redeemed, may be worth more or less than the amount in the Account(s) at or subsequent to the effective date of the Investment Management Agreement. Current performance may be higher or lower than the performance data quoted. Quartz strategies may involve above-average portfolio turnover, which could negatively impact the net after-tax gain experienced by an individual client. Performance results do not reflect the impact of taxes. Investments in the programs are subject to investment risk, including possible loss of principal. Tactical management and diversification strategies do not protect against losses in declining markets. Quartz’s risk management process includes an effort to monitor and management risk, but should not be confused with (and does not imply) low risk. 

 

Exchange-Traded Funds (“ETFs”) trade like stocks and may trade for less than their net asset value. The use of leverage strategies by a fund increases the risk to the fund and magnifies gains or losses on the investment. You could incur significant losses even if the long-term performance of the underlying index showed a gain. Most leveraged funds “reset” daily. Due to the effect of compounding, their performance over longer periods of time can differ significantly from the performance of their underlying index or benchmark during the same period of time. Inverse index funds experience losses when the benchmark used rises. The benchmarks referenced herein have not been selected to represent an appropriate benchmark with which to compare a client’s performance, but rather are disclosed to allow for comparison of the client’s performance to that of certain well-known and widely recognized indices. Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. The S&P 500 Index is a market capitalization-weighted index of 500 widely held stocks often used as a proxy for the stock market. It is the most widely used benchmark for U.S. stock funds and portfolios. The Barclays Capital U.S. Aggregate Bond Index is comprised of approximately 6,000 publicly traded bonds including U.S Government, mortgage-backed, corporate, and Yankee bonds with an approximate average maturity of 10 years. The Barclays U.S. Corporate High-Yield Index covers the U.S. dollar-denominated, non-investment grade, fixed rate, taxable corporate bond market. Securities are classified as high-yield if the middle rating of Moody’s, Fitch, and S&P is Ba1/BB+/BB+ or below. These portfolios tend to hold larger positions in stocks than conservative-allocation portfolios. These portfolios typically have 50% to 70% of assets in equities and the remainder in fixed income and cash. The funds that compose this Average incur different fees and expenses than the Strategy, which is not registered as an open-end fund as set forth by the Investment Company Act of 1940; the Average performance is therefore provided for informational purposes only.

 

Quartz is an investment adviser registered with the SEC under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the advisor has attained a particular level of skill or ability. Quartz’s Form ADV Part 2: Firm Brochure and other account documentation is available upon request. Quartz may pay 50-60% of the annual advisory fee to a solicitor who is responsible for introducing an investor to Quartz.

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Contact Us

Quartz Partners Investment Management

17 1st St

Suite 206

Troy, NY 12180

 

Tel: 800-433-0422

Fax: 877-307-1266

hello@quartzpartners.com

 

Past Performance is not a guarantee of future results. There is no guarantee that the Strategies' objectives will be met. Please see Disclosures for important information regarding strategies and benchmarks. Additional disclosures and regulatory information about Quartz Partners, LLC is available on the Security and Exchange Commission's (SEC) website at www.adviserinfo.sec.gov by either searching by our firm name or unique identifying CRD #174327. Quartz Partners, LLC's use of the term “registered investment adviser” or being “registered” with the SEC, any state securities authority or self regulatory organization does not imply a certain level of skill or training. Visit Investor.gov, an online resource from the SEC, to learn about detecting fraud and researching financial advisers before investing. 

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