Quartz Partners Investment Management

Overview

Quartz Partners Investment Management is an LLC that provides financial planning and portfolio management to individuals, families and institutional clients. The adviser is SEC registered (registered in 2015) and bills clients via both a percentage-of-AUM schedule and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm identifies as an active ESG investor and lists broker‑dealer and insurance company affiliations among its industry relationships. Quartz appears organized to serve taxable and institutional mandates rather than acting as a capital allocator or fund-of-funds manager; it reports both discretionary and nondiscretionary relationships and uses third‑party custodians for custody and trading.

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Location & Offices