Many advisors face a common tension: how to grow their business while also managing investment volatility, clients, and portfolios without burning out. Quartz was built to resolve that tension.
Our investment models were designed with one goal: to help you deliver better client outcomes and make it easier to run your practice with our best of class back-office support. With two distinct series of actively managed investment strategies-Dynamic and Astra-Quartz gives financial advisors turn-key institutional quality investment portfolios for all types of investors that they can rely on in any market environment.
Most investment platforms force advisors to choose between rigid model portfolios and overly complex customization. Quartz bridges that gap by offering:
At the core of the Dynamic Series is the PRICE Analysis Matrix-a research-driven framework that analyzes over 50 data points across policy, risk, inflation, credit, and earnings trends. These insights inform tactical shifts between defensive assets like Treasuries and risk assets like equities and high-yield bonds.
All strategies are actively managed and built to deliver total return.
The Astra Series focuses on concentrated portfolios of 20-25 stocks selected using our proprietary Economic Margin methodology. This framework identifies companies that consistently earn more than their true cost of capital-not just cash flow.
These portfolios are not built for market timing or volatility control, but for high-conviction, long-term growth. Advisors use Astra strategies as a core equity sleeve within larger diversified portfolios.
Quartz doesn't believe in one-size-fits-all-but we also don't overcomplicate things. Here's how advisors commonly use our models:
While intra-model customization isn't available, advisors can combine multiple models in a single account and tailor allocations per client with a $10,000 minimum per model.
In short: Quartz helps you anticipate shifts, not just react to them.
Here's how one advisor used Quartz strategies to unlock capacity and improve performance:
"Since switching to Quartz, I've grown AUM and simplified client conversations. The Dynamic models help me manage downside risk, and Astra gives me the equity exposure I need. It's scalable and easier to manage."
-DJ Florence, Florence Wealth Management, Danville, Indiana
*DJ was not compensated for this testimonial. His experience may not be representative of all advisors. Investment strategies involve risk and may not be suitable for every advisor 's client.
What sets Quartz apart is the dynamic response to volatility.
Our models adjust to changing conditions-reducing risk when markets turn and re-entering when the opportunity is right. That means:
This isn't market timing. It's intelligent risk calibration built into every strategy.
Our models reduced exposure quickly in the early days of COVID-19-then re-entered favorable valuations in early April 2020. That preserved capital and helped clients recover faster.
We know your business needs more than performance. You need ease.
"We built Quartz to make life easier for advisors. From onboarding to reporting, we've eliminated friction so they can focus on what they do best-advising clients."
- Kyle Webber, COO & Portfolio Manager
Optional OCIO services for advisors who want deeper investment support
You stay in control-but gain a partner that makes running your business easier.
Quartz is designed for:
We serve second and third-tier markets-places often overlooked by national aggregators but rich in opportunity.
If you're still building portfolios from scratch, juggling custodians, and reacting to every market blip, there's a better way. Quartz helps you grow your practice by giving you:
Let's scale smarter-together.
📥 Get the Investment Process Overview PDF
📥 Get the Investment Models Overview PDF
🔍 Explore the data behind the PRICE Analysis Matrix
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