Quartz Partners

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

17 1st St Ste 206, Troy, New York, 12180...

Phone Number

(800) 433-0422

Revenue

<$5 Million

Industry

Finance Securities Trading

About Quartz Partners

Quartz Partners Investment Management is a Registered Investment Advisor based in Saratoga Springs, NY, specializing in research-driven portfolio strategies for financial advisors and employers. They offer dynamic asset allocation and tactical risk management to adapt portfolios to changing market conditions. Their services include outsourced CIO support for advisors, as well as turnkey 401(k) and HSA solutions for employers that prioritize cost efficiency and innovative investments. The company focuses on providing flexible investment strategies that are designed to preserve principal and reduce employer liability.Explore more
Quartz Partners's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Quartz Partners Org Chart

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Kyle Webber, Chief Operating Officer & Portfolio Manager at Quartz Partners
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Chief Operating Officer & Portfolio Manager

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Vice President, Institutional Operations

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Vice President, Advisor Solutions and Distrib...

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Assistant VP, Trading Operations

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Compare Similar Companies to Quartz Partners

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Quartz Partners

<$5M
1-10
Private
-
2014
Kyle Webber, Chief Operating Officer & Portfolio Manager at Quartz Partners
Kyle WebberChief Operating Officer & Portfolio Manager
$8.2M
1-10
Private
<$5M
2003
Jeff Jorgensen, Chief Operating Officer at The Institute for Wealth Management
Jeff JorgensenChief Operating Officer
$7.7M
11-50
Private
-
1988
RC
Ross ClemonsChief Technology Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
11-50
Private
-
2012
BA
Barry ArnoldChief Investment Officer
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2015
WS
William SigristManager, Operations
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Quartz Partners Tech Stack

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Frequently Asked Questions Regarding Quartz Partners

What is Quartz Partners's official website?
Quartz Partners's official website is www.quartzpartners.com
What is Quartz Partners's Revenue?
Quartz Partners's revenue is <$5 Million
What is Quartz Partners's SIC code?
Quartz Partners's SIC: 62,628
What is Quartz Partners's NAICS code?
Quartz Partners's NAICS: 52,523
How many employees does Quartz Partners have?
Quartz Partners has 1-10 employees
What industry does Quartz Partners belong to?
Quartz Partners is in the industry of: Finance, Securities Trading
What is Quartz Partners competition?
Quartz Partners top competitors include: Montecito Capital Management Group, Evanson Asset Management, The Institute for Wealth Management, Global View Capital Management
What technology does Quartz Partners use?
Some of the popular technologies that Quartz Partners uses are: Cloudflare Website Optimization, Sentry, MailChimp, HubSpot
How do I contact Quartz Partners?
Quartz Partners contact info: Phone number: (800) 433-0422 Website: www.quartzpartners.com
What does Quartz Partners do?

Quartz Partners Investment Management is a Registered Investment Advisor based in Saratoga Springs, NY, specializing in research-driven portfolio strategies for financial advisors and employers. They offer dynamic asset allocation and tactical risk management to adapt portfolios to changing market conditions. Their services include outsourced CIO s... upport for advisors, as well as turnkey 401(k) and HSA solutions for employers that prioritize cost efficiency and innovative investments. The company focuses on providing flexible investment strategies that are designed to preserve principal and reduce employer liability.Read More

What are Quartz Partners social media links?
Quartz Partners Linkedin page Quartz Partners Twitter page Quartz Partners Facebook page
Is Quartz Partners a public company?
Quartz Partners is private company therefore does not currently have an official ticker symbol
See more information about Quartz Partners

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