Investment
Solutions
At Quartz Wealth we believe any wealth creating activity needs to be approached the same way regardless of the underlying opportunity.
Our investment formula is built around matching your personal goals, objectives and financial circumstances with sound, well considered decisions, that mirror the level of risk you are comfortable with designed with a longer-term view.
When it comes to investing in the financial markets, we believe in taking an evidence-based approach to investing, grounded in economic theory. This means using academic research, creating highly diversified portfolios, focusing on what you can control, minimising costs and removing emotion. Markets will go up and down, but by being disciplined, having a long-term strategy and ensuring that the level of risk matches your comfort levels, we believe that you have the best chance of having a positive investment experience and achieving your goals.
Our investment solutions offer clients a range of globally diversified investment portfolios, and include tax efficient, responsible investing and customised options. We build an investment mix that is right for you. Over time we refine and adjust solutions to make sure they still suit your changing circumstances and leverage new products available in the market.
Custodian
As a client you will have access to our appointed independent online custodian platform that offers a simple to use interface to consolidate your investments and reporting on a single platform. The custodian is responsible for holding your money and investments for you in safe custody, and providing investment administration services and independent reporting all within a secure portal. These services are independent of Quartz giving you peace of mind, along with the added benefit of access to wholesale rates.
Discretionary Investment Management Services (DIMS)
Quartz has been granted a Discretionary Investment Management Services ‘DIMS’ licence by the Financial Markets Authority (FMA). Under this license, Quartz manages your investments on your behalf, as agreed within your wealth planning process. Although investments are managed by us all client funds are held by an independent custodian.
To obtain a DIMS licence, Quartz has demonstrated it has appropriate resourcing capabilities, operational infrastructure, financial resources and governance and risk management structures. On an on-going basis, we are required to meet continuing professional standards, reporting and disclosure obligations.
Some of the benefits of DIMS include access to a range of professionally managed portfolios with the convenience that day-to-day investment decisions are carried out by professionals without needing your authorisation, transparency through reporting, and access to a broader range of investments than retail investors may otherwise be able to access directly.
Responsible Investing
As consumers, we can express our personal values through the purchasing choices we make. Increasingly investors want to extend these preferences and principles to their investments without compromising their long-term investment performance.
Following the United Nations Principles for Responsible Investing, Quartz has developed a suite of Responsible Investment (RI) strategies that incorporate environment, social and governance (ESG) factors into the portfolio design and decision making. This provides investors with options to align their individual values with their investment strategy, while maintaining a sound investment outcome.
