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) 433-0422Website
www.quartzpartners.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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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 Org Chart
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Quartz Partners News & Media
Quartz Partners Earns CEFEX Certification
Only 5 advisors in New York state have earned the coveted CEFEX certification, an ISO 19011 audit process certifying fiduciary excellence. (PRWeb September 30, 2019) Read the full story at https://www.prweb.com/releases/quartz_partners_earns_cefex_certification/prweb16602827.htmKyle P. Webber, Quartz Partners Investment Management, Invited to Join Albany Business Review Leadership Trust
Albany Business Review Leadership Trust is an Invitation-Only Community for Top Business Decision Makers in the Capital Region (PRWeb September 28, 2019) Read the full story at https://www.prweb.com/releases/kyle_p_webber_quartz_partners_investment_management_invited_to_join_albany_business_review_leadership_trust/prweb16602610.htm
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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... Read More
