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Terms & Disclosures

INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE • PERFORMANCE IS NOT GUARANTEED

adaptVest is an online digital investment advice service provided by Quartz Partners, LLC ("QPIM"). Quartz Partners is under common ownership and control with Etico Partners, LLC a registered broker-dealer (Member FINRA/SIPC). The entities share office space and personnel and are affiliated through common ownership and control. We urge all visitors on our site to review our important disclosures in their entirety including our Client Relationship Summary by clicking here. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past Performance is not a guarantee of future results. There is no guarantee that our investment objectives will be met. Certain investments are not suitable for all investors. The rate of return on investments can vary widely over time, especially for long term investments. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Please see our Full Disclosure for important details, including investment risks, our strategies and benchmarks. Before investing, consider your investment objectives and QPIM charges and expenses.Brokerage and custody services are provided to QPIM clients by APEX Clearing, an SEC registered broker-dealer and member FINRA/SIPC.

Additionally, adaptVest or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Any links provided to other websites are offered as a matter of convenience and are not intended to imply that adaptVest or its authors endorse, sponsor, promote, and/or are affiliated with the owners of or participants in those sites, unless stated otherwise. Tax-loss harvesting may generate a higher number of trades due to attempts to capture losses. There is a chance that trading attributed to tax-loss harvesting may create capital gains and wash sales and could be subject to higher transaction costs and market impacts. In addition, tax-loss harvesting strategies may produce losses, which may not be offset by sufficient gains in the account and may be limited to a $3,000 deduction against income. The utilization of losses harvested through the strategy will depend upon the recognition of capital gains in the same or a future tax period, and in addition may be subject to limitations under applicable tax laws, e.g., if there are insufficient realized gains in the tax period, the use of harvested losses may be limited to a $3,000 deduction against income and distributions. Losses harvested through the strategy that are not utilized in the tax period when recognized (e.g., because of insufficient capital gains and/or significant capital loss carryforwards), generally may be carried forward to offset future capital gains, if any.

We routinely use some cookies that are strictly necessary to provide the services or information you request or enable communications. We also use non-essential cookies to improve your experience on our website. For more detailed information about the cookies we use, see our Cookies Disclosure. You consent to our cookies if you continue to use our website. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. By visiting this site you have reviewed, acknowledge and agree to the terms and Important Disclosures.

Lower Fees: Is based upon the national average investment advisor fee . According to a study performed by Advisory HQ the average asset-based advisory fee for assets under $1,000,0000 was 1.02% or higher. The investment advisory fees were documented based on a random sampling of a wide range of wealth advisors, RIAs, certified financial planners (CFPs), and asset management firms. Read more at AdvisoryHQ.

Institutional Quality Investments: Refers to the QPIM's experience in providing investment management services to other registered investment advisers and broker dealers utilizing their proprietary macroeconomic process to make security selection, asset allocations, and determine when to reduce or increase investment risk.

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