Strategies

Research-driven strategies designed to seek total returns while maintaining the flexibility to adapt to changing market risks.

Engineered for flexibility in all market environments

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.

  ✓    ​Tactical Asset Allocation

 

  ✓    Unconstrained Portfolios

  ✓     Focus on Capital Preservation

  ✓    Seek Upside Capture, Downside Avoidance

We have designed a simple Risk Profile Questionnaire to help investors determine the right mix of investments or Quartz Partners Strategies by identifying their age, objectives and risk tolerance. Click below to see what type of investor you are.

Strategies

Quartz Spectrum

TACTICAL ALL ASSET

Investment Objective

Seeks long-term capital growth with a secondary emphasis on capital preservation.

Strategy Description

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.

Inception Date

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

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Quartz Equity

TACTICAL EQUITY

Investment Objective

Seeks long-term capital growth with a secondary emphasis on capital preservation.

Strategy Description

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.

Inception Date

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

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Quartz Yield Plus

TACTICAL FIXED INCOME

Investment Objective

Seeks long-term capital growth with a secondary emphasis on capital preservation.

Strategy Description

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.

Inception Date

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

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Quartz High Yield Legacy

TACTICAL HIGH YIELD BOND

Investment Objective

Seeks long-term capital growth with a secondary emphasis on capital preservation.

Strategy Description

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.

Inception Date

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

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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. 

adaptCORE Aggressive Growth

adaptCORE Long-Term Growth

adaptCORE Balanced Growth

adaptCORE Conservative Growth

Quartz Equity

Quartz Spectrum

Quartz Yield Plus

 

Quartz adaptCORE Conservative Growth

MULTI-STRATEGY PORTFOLIO

Investment Objective

Seeks long-term capital growth with a secondary emphasis on capital preservation.

Strategy Description

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.

Inception Date

5/1/2015

Fact Sheet

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Quartz adaptCORE Balanced Growth

MULTI-STRATEGY PORTFOLIO

Investment Objective

Seeks long-term capital growth with a secondary emphasis on capital preservation.

Strategy Description

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.

Inception Date

5/1/2015

Fact Sheet

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Quartz adaptCORE Long-Term Growth

MULTI-STRATEGY PORTFOLIO

Investment Objective

Seeks long-term capital growth with a secondary emphasis on capital preservation.

Strategy Description

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.

Inception Date

5/1/2015

Fact Sheet

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Quartz adaptCORE Aggressive Growth

MULTI-STRATEGY PORTFOLIO

Investment Objective

Seeks long-term capital growth with a secondary emphasis on capital preservation.

Strategy Description

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.

Inception Date

6/1/2015

Fact Sheet

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2019 Compliant Presentations

 

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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Quartz Partners Investment Management

17 1st St, Suite 206 Troy, NY 12180

Tel: 800-433-0422  Fax: 877-307-1266  Email: hello@quartzpartners.com

ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE

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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