Quartz Partners, LLC
Quartz Partners, LLC is an SEC-registered investment adviser based in Saratoga Springs, New York, serving financial advisors, employers, and institutional investors. The firm specializes in research-driven portfolio management and custom advisory solutions, with a focus on active, real-time management and dynamic asset allocation. Founded in 2015, Quartz Partners employs fewer than 25 professionals and delivers services including financial planning, investment advisory, retirement plan solutions, and outsourced CIO support for a diverse client base.
Investment Strategy
Quartz Partners employs a research-driven, dynamic investment strategy focused on real-time portfolio management. Their proprietary PRICE Matrix framework analyzes five key macroeconomic pillars—Policy, Risk, Inflation & Interest Rates, Credit, and Earnings & Economy—to adapt portfolio allocations as market conditions shift. The firm emphasizes the avoidance of permanent loss of capital over short-term volatility, and prioritizes flexible asset allocation to minimize protracted downturns and enhance clients' ability to achieve long-term investing goals.
Top Holdings
Equity Positions (172)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 6.52% | $14.2M | 90,125 | $123.11 | $157.99 | +$5.1M |
A AVGO | BROADCOM INC | 3.93% | $8.6M | 31,174 | $173.78 | $275.65 | +$3.2M |
I IVV | ISHARES TR | 3.73% | $8.2M | 13,137 | $583.68 | $620.90 | +$2.1M |
M META | META PLATFORMS INC | 2.96% | $6.5M | 8,752 | $585.46 | $738.09 | +$1.8M |
A AAPL | APPLE INC | 2.86% | $6.2M | 30,448 | $231.53 | $205.17 | -$364.9K |