Quorus is excited to announce its strategic partnership with WisdomTree, enabling the delivery of their investment strategies and model portfolios to advisors in custom, tax-managed investment accounts.
Through this partnership, financial advisors can access and implement select WisdomTree investment strategies in SMA format and trade and rebalance model portfolios with no additional advisory fees.
“WisdomTree’s emphasis on thoughtful portfolio construction and advisor-focused innovation aligns perfectly with our mission to give advisors access to robust, tax-smart solutions from quantitative managers like WisdomTree. We are thrilled to partner with WisdomTree.”
said John Hill, CFA, CEO & Co-Founder of Quorus.
For more information, please check out the full press release.
Interested in learning more or scheduling a demo? Contact us today.
