Quorus for Financial Advisors
Custom, tax-managed portfolios, built for active
Quorus allows financial advisors to offer clients custom, tax-efficient investment portfolios based on their preferred strategies.
YOUR INVESTMENT STRATEGIES
Custom investing, your strategies
Build custom, tax-managed investment portfolios based on your preferred manager instead of a pre-set list of strategies.
INVESTMENT ALPHA + TAX ALPHA
Preserve manager alpha with AlphaHarvest
Qurous designs a bespoke tax management program for each strategy, ensuring your investment signal is not eroded by a standard tax-management program.
MULTI-ACCOUNT HOUSEHOLDING
Integrated tax management across a client’s household
Household-level tax management minimizes wash sales and ensures each account is best positioned to maximize tax benefits.
TAX AWARE PORTFOLIO TRANSITIONS
Convey value with tax-aware modeling and transitions
Demonstrate potential tax-alpha with custom, tax-aware portfolio backtests. Simplify client onboarding with tax-aware portfolio transitions.
Curious how Quorus can help?
Reach out to talk to a member of our team, and we will model your strategies in a custom investment account.
Our asset manager partners
