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A SMARTER ENGINE FOR YOUR INVESTMENTS

Investments built for you, that automatically adapt to all market environments.



Lower fees.
Personalized investments.

Monitor all your financial accounts.

Set financial goals. Track progress.

Start Adapting

Get Started



WE ARE YOUR CHIEF INVESTMENT OFFICER. INVESTMENTS THAT ARE ALWAYS ON.

Building financial wellness for all.

 Let  us handle the hard stuff.


INSTITUTIONAL QUALITY INVESTMENTS FOR EVERYONE.
YOU DON'T HAVE TO BE WARREN BUFFET TO INVEST SUCCESSFULLY.






NOT YOUR PARENT'S ADVISOR.


AUTOMATED INVESTMENTS THAT ADAPT

Markets change and your investments should too. Our research driven portfolios
are designed to navigate all market environments. We'll invest based upon your
personalized risk score and objectives.

Learn More
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DYNAMICALLY SET FINANCIAL GOALS.
GET A PLAN. TRACK PROGRESS.




YOU WORK HARD FOR YOUR MONEY.
ISN'T IT TIME IT RECIPROCATED?


INVESTING BASED ON  YOUR PERSONALIZED RISK SCORE 

Mismatched investment risk exposure can result in investors falling into a trap
of buying based on euphoria and selling based on fear. When you invest with us
we start by determining your personal risk score so that we can can put you in
the right mix of investments.

Get Your Free Risk Score


Disclosure

INSTITUTIONAL APPROACH TO INVESTING

Reduce Losses. Enhance Outcomes.



INVESTMENT
LOSS



RECOVERY NEEDED
TO BREAK-EVEN



Experience the clarity and confidence of having an actively managed portfolio
that automatically adapts when markets fall and can dynamically capitalize on
opportunities as they arise.


-30%


+43%




WHAT MAKES




DIFFERENT.


AUTOMATED INVESTING

With a few simple questions, connect your bank account or transferring an
existing account and we'll start actively investing your account based on your
personalized risk profile score and objectives.


FRACTIONAL SHARES

Whether your account is $5,000 or $500,000 you'll be invested in the right
allocation of investments for you. Instead of having to choose between two
different kinds of investments because their share price is high, we can buy
smaller portions.


VIEW ALL FINANCIAL ACCOUNTS

More than just automated investing that adapts to the market. adaptVest is your
financial hub where you can view all of your financial accounts, bank, credit
card, insurance, 401k or other outside investment accounts.


ACTIVE MANAGEMENT

Our investments change as markets change and dynamically adjust to risks and
opportunities as they arise. Many of our competitors will charge an advisory fee
to invest your account into something that closely resembles a target date
retirement fund, one that does not dynamically adjust to market risks and
opportunities.


ACCESS TO INVESTMENT TEAM

Questions or concerns about your investments? Chat, email or call our investment
team who's managing your account. There's no additional fees associated with
talking with our investment team.


DYNAMIC FINANCIAL PLANNING

You'll have access to on-demand financial planning tools to help you navigate
all of life's stages. You can set goals, track progress, test "what-if"
scenarios and run monte carlo simulations to make sure you stay on track. When
life changes, so can your financial plan.


SMART REBALANCING

We'll monitor your investment account to ensure that it stays within the right
allocation of investments. Periodically we'll rebalance your account to keep
your account and keep your account within the target allocations.


NO LOCK-UPS

It's your money and we don't restrict access to it. You can connect your outside
bank account to transfer to and from your adaptVest account. We also don't
penalize you for cancelling your account.


COST EFFICIENCY

We charge a simple transparent fee that is 40% less than the average investment
advisory fees. The ultra low cost robo advisors while less expensive typically
provide no investment management services or essentially a target date
retirement fund that you could purchase on your own without their advisory fees.


READY TO ADAPT?

Questions?
Open Account


Get Started


QUESTIONS? CONTACT US
FORM CRS & ADV PART 2A
TERMS & DISCLOSURES

 

INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE •
PERFORMANCE IS NOT GUARANTEED
 

adaptVest is an online digital investment advice service provided by Quartz
Partners, LLC ("QPIM"). Quartz Partners is under common ownership and control
with Etico Partners, LLC a registered broker-dealer (Member FINRA/SIPC). The
entities share office space and personnel and are affiliated through common
ownership and control. We urge all visitors on our site to review our important
disclosures in their entirety including our Client Relationship Summary
by clicking here. Investing in securities involves risks, and there is always
the potential of losing money when you invest in securities. Past Performance is
not a guarantee of future results. There is no guarantee that our investment
objectives will be met. Certain investments are not suitable for all investors.
The rate of return on investments can vary widely over time, especially for long
term investments. Historical returns, expected returns, and probability
projections are provided for informational and illustrative purposes, and may
not reflect actual future performance. Please see our Full Disclosure for
important details, including investment risks, our strategies and benchmarks.
Before investing, consider your investment objectives and QPIM charges and
expenses.Brokerage and custody services are provided to QPIM clients by APEX
Clearing, an SEC registered broker-dealer and member FINRA/SIPC. 



Additionally, adaptVest or its affiliates do not provide tax advice and
investors are encouraged to consult with their personal tax advisors. Any links
provided to other websites are offered as a matter of convenience and are not
intended to imply that adaptVest or its authors endorse, sponsor, promote,
and/or are affiliated with the owners of or participants in those sites, unless
stated otherwise. Tax-loss harvesting may generate a higher number of trades due
to attempts to capture losses. There is a chance that trading attributed to
tax-loss harvesting may create capital gains and wash sales and could be subject
to higher transaction costs and market impacts. In addition, tax-loss harvesting
strategies may produce losses, which may not be offset by sufficient gains in
the account and may be limited to a $3,000 deduction against income. The
utilization of losses harvested through the strategy will depend upon the
recognition of capital gains in the same or a future tax period, and in addition
may be subject to limitations under applicable tax laws, e.g., if there are
insufficient realized gains in the tax period, the use of harvested losses may
be limited to a $3,000 deduction against income and distributions. Losses
harvested through the strategy that are not utilized in the tax period when
recognized (e.g., because of insufficient capital gains and/or significant
capital loss carryforwards), generally may be carried forward to offset future
capital gains, if any.



We routinely use some cookies that are strictly necessary to provide the
services or information you request or enable communications. We also use
non-essential cookies to improve your experience on our website. For more
detailed information about the cookies we use, see our Cookies Disclosure. You
consent to our cookies if you continue to use our website. This site is
published for residents of the United States and is for informational purposes
only and does not constitute an offer to sell or a solicitation of an offer to
buy any security or product that may be referenced herein. By visiting this site
you have reviewed, acknowledge and agree to the terms and Important Disclosures.



Lower Fees: Is based upon the national average investment advisor fee .
According to a study performed by Advisory HQ the  average asset-based advisory
fee for assets under $1,000,0000 was 1.02% or higher. The  investment advisory
fees were documented based on a random sampling of a wide range of wealth
advisors, RIAs, certified financial planners (CFPs), and asset management firms.
Read more at AdvisoryHQ.


Institutional Quality Investments: Refers to the QPIM's  experience in providing
investment management services to other registered investment advisers and
broker dealers utilizing their proprietary macroeconomic process to  make
security selection, asset allocations, and determine when to reduce or increase
investment risk.



© Copyright 2022 Quartz Partners, LLC . All Rights Reserved.

POWERED BY



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