Quartz Partners Investment Management

Research-driven investment strategies are the core offering. Portfolios use dynamic asset allocation, macro research, tactical risk management, stock selection, and behavioral finance, with allocations adjusted as market conditions change. Strategies include focused stock portfolios and unconstrained portfolios. The firm also provides outsourced CIO, technology, and back-office support to financial advisors, including tools intended to help them build scalable practices. For employers, it offers a turnkey 401(k) and HSA platform with diversified fund options, target date funds, and adaptCORE portfolios. Plan features include online access to information and plan changes, along with an emphasis on cost efficiency and employer liability protection. Market commentary and investment updates are also published. The business is based in Troy.