Portfolios designed for optimal investing outcomes

Continuous research. A better take on risk and return. Our proprietary PRICE analysis matrix. And above all, goals aligned with our investors' best interest.

Meeting goals through
active management.

Challenging The Status Quo

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Research-driven strategies designed for flexibility through all market environments. Avoiding common investor mistakes is the centerpiece of a healthy long-term investment strategy.

We challenge the idea that portfolios can be held based on historical studies of risk (volatility) and return, the founding theory of traditional ("strategic") asset allocation. Looking backward may fail to adequately measure what the market environment will present to an investor in the future. 

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Avoiding Protracted Downturns

We also avoid strategies that take the opposite approach, those that overemphasize short-term fluctuations in an attempt to mitigate "risk". In our view, the real risk to the investor is what our predecessors have termed "permanent loss of capital."Short-term volatility is a prerequisite to generating higher returns. Protracted market downturns are the real enemies of a investment portfolio, drawdowns that can permanently reduce potential growth.

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Quartz's Investing Approach

Quartz Partners incorporates these two concepts - the inevitability of short-term volatility and the need to protect principal during bear markets - into all of our strategies. We believe that this provides an investment philosophy that aligns itself with the investor's goals over the long-term.

Research-Driven Portfolio Construction

For accounts with a direct advisory relationship to Quartz Partners*, you and your clients also receive our full back office solution.

The PRICE Analysis Matrix

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POLICY
RISK INCENTIVES & ATTITUDE
INFLATION & INTEREST RATES
CREDIT & LIQUIDITY
EARNINGS & ECONOMY
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MONETARY & FISCAL POLICY

  • Federal Reserve policy

  • Global central bank policy

  • Major changes to tax policy

  • Effect of policy on foreign exchange rates

See How We Put it All Together

Meet the Team​

Joseph Arena

Managing Principal & Chief Investment Officer


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Kyle Webber

Managing Principal

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Nancy Barlet

Director of Operations 

 

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