Local investment management firm Quartz Partners, based in Saratoga Springs, announced today the acquisition of AthenaInvest Advisors LLC. This move brings specialized behavioral portfolio management expertise into the fold, adding a patented research process developed over three decades by AthenaInvest’s founder and CIO, Dr. C. Thomas Howard.
The integration means financial advisors nationwide, and likely including those in Saratoga County, will now have access to a broader range of sophisticated strategies through Quartz Partners. These include their existing quantitative models alongside AthenaInvest’s unique behavioral approach, all delivered via major turnkey asset management platforms.
According to Quartz Partners’ leadership, this acquisition strengthens their platform, combining deep intellectual capital with distribution scale. The goal is to provide financial advisors with higher-quality, evidence-based investment solutions that go beyond traditional approaches, ultimately benefiting their clients through a more comprehensive suite of tools.