Skip to main content
Enter search terms below…

Member News

Quartz Partners Investment Management Receives Fiduciary Excellence Certification



CEFEX, the Centre for Fiduciary Excellence, has certified, Quartz Partners Investment Management in Troy, NY to the standard described in the handbook “Prudent Practices® for Investment Advisors”. Founded in 2015, Quartz Partners Investment Management (Quartz Partners) joins the elite group of Investment Advisors (1 of only 3 in NYS) to successfully complete the ISO 19011 independent certification process. 

The standard describes how an Investment Advisor assumes the responsibility for managing a client’s overall investment management process, which includes the selection, monitoring and de-selection of investment managers, as well as developing processes to implement investment strategies and fiduciary practices on an ongoing basis.  According to the General Manager of the Centre for Fiduciary Excellence, Carlos Panksep, “Through CEFEX’s independent assessment, the certification provides assurance to foundations and other institutions, that Quartz Partners has demonstrated adherence to the industry’s best fiduciary practices. This indicates the firm’s interests are aligned with those of stakeholders.”

Quartz Partners Investment Management is certified in pension consulting services as an ERISA 3(38) investment manager. Quartz Partners is registered at www.cefex.org, where its certificate can also be viewed.

The standard is 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 www.cefex.org and a summary can be viewed by clicking on Quartz Partners on-line CEFEX certificate.  More information about Quartz Partners Investment Management is available at  www.quartzpartners.com.

 

About Quartz Partners Investment Management:

Founded in 2015, Quartz Partners is a U.S. Securities and Exchange Commission registered investment adviser. Quartz Partners is a CEFEX certified ERISA 3(38) Investment Fiduciary providing comprehensive retirement plans to organizations throughout the United States. Quartz Partners cost efficient retirement plan solutions empower greater operational flexibility and transform the way forward-thinking organizations manage their retirement plan. Quartz Partners is employee owned and based in Troy, NY. Connect to Quartz Partners via TwitterFacebook or LinkedIn. 

The Tech Valley High School (TVHS) Operating Board voted to appoint the school’s next chief academic officer/principal at a special board meeting Tuesday night. Dr. Amy W. Hawrylchak, who has served as the assistant principal of Guilderland High School since 2015, will become the school’s next leader, effective January 4, 2021. Capital Region…
Integra HR and the Defreestville Fire Department are partnering again with the Rensselaer County Chamber of Commerce, Snelling Staffing Services and Capital Region Cares to give to those in need. We are grateful to the community for helping us to collect hygiene products, hoodies, socks, and underwear for children and families in need. The…
On December 4th at 12:00 p.m., Marvin and Company, P.C. will be hosting a virtual meet and greet for students and professionals of all ages regarding available jobs at their firm followed by a firm presentation. Please register for the event to receive more event details. Friday, December 4, 2020 12:00 – 1:00 p.m. Online live FREE event: Register…
Dec
03
In 2015, the Chamber developed CEO Roundtable Discussions with much success.  The purpose is to bring together small groups of CEOs, presidents and/or…
8:30 a.m. - 9:30 a.m. EST
Dec
14
Kick off your holiday season and finish 2020 strong with our Virtual Holiday NetworkingPlus! Get connected, develop leads and build relationships at our…
11:00 a.m. - 12:00 p.m. EST
Dec
17
Designed to help individuals new to WordPress environment, join Training and Development Specialist, Eleonora Morrell, MicroKnowledge, Inc. to learn how…
8:30 - 10:30 a.m. EST