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]

FOR IMMEDIATE RELEASE The award-winning architecture firm, known for its innovative and sustainable projects, takes home two more AIAENY design awards Saratoga Springs, NY, June, 2022 - Phinney Design Group won two design awards from The American Institute of Architects Eastern New York (AIAENY) that were presented at an awards reception at the…
Company Release - 6/30/2022  First U.S. Community Bank Holding Company to Issue a Bond Dedicated to Supporting Social & Environmental Projects BOSTON, June 30, 2022 /PRNewswire/ -- Berkshire Hills Bancorp, Inc. (NYSE: BHLB) ("Berkshire" or the "Company") announced today the completion of the public offering and sale of its inaugural…
Jul
12
Our partners at NYS DOL have the tools to recruit and retain your workforce. Stephen Ryan, Shared Work Initiative Project Coordinator, and Laurie Thomson…
Webinar
Jul
26
Did you know that recruiters and hiring managers take an average of only 7.4 seconds to review a candidate’s resumé? Using a mock resumé,  we will review…
Skills Building Webinar
Aug
15
The Chamber’s Annual Golf Classic returns to The Country Club of Troy for a day of clubs, carts, and connections.   The scramble-style format provides…
Networking is Par for the Course