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Quartz Partners Investment Management

Headquartered in SARATOGA SPRINGS, NY

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Firm Information

Quartz Partners Investment Management is an investment management firm based in Saratoga Springs, New York. The firm provides portfolio management services for individuals, businesses, and retirement plans. They also offer financial planning and pension consulting. The firm manages approximately $251.4 million in assets.

Quartz Partners Investment Management

19 RAILROAD PLACE

SARATOGA SPRINGS, NY 12866

$251.41M

Assets Under Management

738

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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outsourced cio research & security recommendation

Outsourced cio research & security recommendation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (10)

QUARTZ PARTNERS INVESTMENT MANAGEMENT has a total of 10 branch locations across the country.

Advisors at Quartz Partners Investment Management

View All 12 Advisors

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Disclosures

There are no public disclosures for Quartz Partners Investment Management.

Frequently Asked Questions (7)

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