Introducing Quorus: Personalized Investing. Simplified.

Welcome to Quorus!

As we studied the personalized investing market, several trends emerged:

• Demand for investment personalization is increasing: Over the next five years, more than half of financial advisors believe that investors will demand added personalization within their investment portfolios.*
• Time is an advisor’s most valuable resource: Every minute an advisor spends on administrative tasks is one less minute they spend growing their business.
• Independence is critical: Financial advisors are trusted for their independent perspectives. No advisor should rely on a single investment manager for all their investment strategies.

No platform today enables advisors to personalize a wide range of investment strategies without heavy administrative work for the advisor. Quorus is changing this.

Quorus was founded on the belief that:

• Clients deserve an investment portfolio personalized to their specific values and tax needs
• Advisors should have the option to personalize strategies from any investment manager on a single platform
• The process of building a personalized investment portfolio should be as simple as buying an ETF

Quorus is designed to make building and managing personalized portfolios easy, allowing advisors to spend more time with their clients and less time trading accounts.

We are excited to share more about Quorus in the coming weeks and look forward to bringing you along on our journey.

- John and Scott

*Schwab Advisor Services’ 2022 Independent Advisor Outlook Study

Disclosures

All investing is subject to risk, including possible loss of principal.

Quorus Inc. ("Quorus," "we," or "our") is an investment adviser registered with the Securities and Exchange Commission ("SEC"). Registration does not imply a certain level of skill or training.

The material presented is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy, or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes and may not reflect actual future performance. Nothing in these materials should be construed as personalized investment advice, which can only be provided in one-on-one communications.

Tax-loss harvesting and tax-aware management seek to improve after-tax outcomes but do not guarantee any tax result, and their effect depends on a client's individual circumstances, including tax rates, holding periods, and other activity in the client's accounts. Quorus does not provide tax or legal advice. Clients should consult their own tax and legal advisers.

Certain information contained herein has been obtained from third-party sources. While taken from sources believed to be reliable, Quorus has not independently verified such information and makes no representations about its accuracy or its appropriateness for a given situation. Hyperlinks to third-party content are provided for convenience and are not an endorsement of that content.

Opinions expressed are those of the author as of the date published and are subject to change without notice. Charts and graphs are provided for informational purposes only and should not be relied upon when making any investment decision.

A copy of Quorus's current Form ADV Parts 2A and 2B, which contain important information about our advisory services, fees, and disciplinary history, is available upon request.