Skip to main content
Enter search terms below…

Member News

Quartz Partners earns coveted ISO 19011 CEFEX certification



Quartz Partners Investment Management in Troy, NY is honored to announce our certification from the Centre for Fiduciary Excellence, LLC (CEFEX). Only 5 firms in New York State have earned a CEFEX certification. This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment for Quartz Partners as it signifies conformity to a recognized global standard of fiduciary excellence.

Quartz Partners was subject to a rigorous, multi-month audit and certification process guided by the “Prudent Practices® for Investment Advisors”, an industry-recognized handbook that is grounded in law, regulation and professional best practices.
“CEFEX is pleased to add Quartz Partners to an elite group of investment advisors who have demonstrated adherence to professional practices that define a standard of fiduciary excellence,” said CEFEX Managing Director Carlos Panksep. “They have earned the right to use the CEFEX Mark which indicates the firm’s established practices are aligned with investors’ interests and worthy of trust and confidence.”

Kyle P. Webber, Managing Partner of Quartz Partners said, “We are beyond ecstatic that we are one of only five 401(k) advisors in all of New York state to pass CEFEX certification. This certification embodies our client first philosophy on managing employer sponsored retirement plans. Far too many of advisors prioritize sales tactics ahead of fiduciary expertise in the retirement plan space. We believe that earning a CEFEX certification shows our clients we take a different approach to managing employer sponsored retirement plans.”

Quartz Partners Investment Management is certified for ERISA plan consulting, investment due diligence, fee benchmarking and 3(38) discretionary advisory services. Quartz Partners’ certification is registered and can be viewed at http://www.cefex.org.
CEFEX certification standards are substantiated by legislation, case law and regulatory opinion letters from the Employee Retirement Income Security Act (ERISA), the Investment Advisers Act of 1940, the Uniform Prudent Investor Act (UPIA), the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and the Uniform Management of Public Employee Retirement Systems Act (UMPERSA) in the U.S. A full copy of the standard can be downloaded from CEFEX at http://www.cefex.org and a summary can be viewed by clicking on Quartz Partners’ online CEFEX certificate.

For more information about Quartz Partners Investment Management, please visit us at http://www.quartzpartners.com.

About Quartz Partners Investment Management:
Quartz Partners Investment Management is an SEC registered investment adviser headquartered in Troy, NY. Quartz Partners offers fee based investment advice and solutions to employer retirement plans, investors saving for retirement and financial institutions. Quartz Partners has been named to Lipper MarketPlace’s “Best Money Managers” ranking four consecutive years from 2015-2018. Rather than relying upon a buy-and-hold diversification investment philosophy, Quartz Partners research-driven investment strategy’s and portfolio solutions are structured to provide maximum flexibility, empowering investments with the ability to adjust dynamically to changes in the investment market landscape. Use of the term “registered investment adviser” or being “registered” with the SEC does not imply a certain level of skill or training.

About CEFEX®:
CEFEX®, Centre for Fiduciary Excellence, LLC, a Fi360® company, is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, recordkeepers, administrators and managers. CEFEX is based in Pittsburgh, PA. Learn more at http://www.cefex.org.

For Media Queries Please Contact:
Kyle P. Webber
(800) 433-0422 xt. 114
[email protected]

CAP COM Federal Credit Union has hired Becky Daniels as the credit union’s Director of Community Engagement. She will bring a depth of experience in her role on the Community Relations team lead by Susan Rosko Fogarty, CAP COM’s Chief Relationship Officer. Daniels will oversee community relations efforts consisting of CAP COM School Banking, CAP…
The Eastwick Press LLC is beginning it's fourth year since its rebirth on July 7, 2017. We pledge to continue to move forward with out goal of providing community news for Rensselaer County. We are also proud to say our Grafton office will be a pick up site for the Rensselaer County free lunch and snack program for the summer, starting July 13.…
Due to growth, Pinnacle Human Resources, LLC has moved its headquarters from 90 State Street to 418 Broadway in downtown Albany, NY. In business since 2009, Pinnacle HR has experienced steady growth over the years, landing #14 in Albany Business Review’s Fastest Growing Companies list. They currently have offices in Albany, Saratoga Springs, and…
Jul
14
This course is designed to have participants reflect on and recognize the impact of the Coronavirus Pandemic on our work teams and workplace interactions…
2:00 - 3:00 p.m. EST
Aug
17
Join us for a day of clubs, carts & connections at The Country Club of Troy! Start practicing your swing!  The Chamber's 2020 Annual Golf Classic will…
Two Flights; A.M. & P.M. Start Times - More Info TBA Soon
Sep
17
2020 Award Recipients To Be Announced Soon! An evening honoring outstanding examples of philanthropic giving and citizenship. For more than 25 years, the …
5:30 p.m. Networking & Cocktail Reception; 6:30 p.m. Awards Ceremony & Dinner