Bend, OR Office

Quartz Partners serves a mix of individual investors (including both non‑high‑net‑worth and high‑net‑worth clients), retirement plans, institutions, and financial intermediaries. The firm provides model‑based investment management through separately managed accounts, model portfolios, a digital investing platform, and advisory/consulting services for plan sponsors and investment intermediaries.

Investment decisions are driven by a mix of top‑down macro analysis and bottom‑up stock selection across distinct model series (Quartz Dynamic, Focused Equity, and Strategic ETF series), with portfolios monitored and rebalanced by an investment committee on an ongoing basis. Quartz typically manages accounts on a discretionary basis, offers a Sub‑Account Overlay for variable annuities, and delivers models to platform sponsors via TAMP, Model Delivery, and sub‑advisor arrangements.

Several structural and marketing features distinguish the firm from many peers: it operates multiple branch offices and is affiliated with EticoFinancial, LLC and the broker‑dealer EticoPartners, LLC, which creates dual‑registration pathways for its Financial Professionals. The firm also acts as a wrap fee program sponsor and model manager, publishes model factsheets and GIPS reports (including predecessor or other performance information), and discloses the use of paid advertising, third‑party ratings, and referral/endorsement arrangements in its materials.