MarketGrader and Quorus Partner to Bring Tax-Aware Equity Strategies to Wealth Managers

MarketGrader and Quorus have partnered to make MarketGrader's stock selection strategies available to financial advisors as tax-managed separately managed accounts.

MarketGrader designs and maintains the strategies. Quorus provides discretionary implementation, trading, and tax-aware management at the individual account level. Both the long-only strategies, built on MarketGrader's fundamentally driven stock selection indexes, and a new generation of long/short strategies configured for equity hedging, diversification, or alpha enhancement are available now.

The strategies are delivered inside a single client account, with one statement and one tax report. For a client entering a strategy with appreciated legacy holdings, Quorus can manage the transition toward the target portfolio over time, balancing the investment objective against the tax consequence of realizing embedded gains. Loss harvesting runs continuously, inside the tolerances the strategy allows.

"We can now deliver both our established long-only strategies and a new generation of outcome-oriented long/short solutions in individually managed portfolios, while Quorus provides the tax-aware implementation and operational infrastructure around them," said Carlos Diez, CEO of MarketGrader. "It gives advisors access to differentiated investment strategies in a format that is both highly customizable and remarkably simple to deploy."

"One of the most important decisions an advisor makes is the strategy they choose for a client," said John Hill, CFA, Co-Founder and President of Quorus. "Tax management matters in a taxable account, but it cannot come at the expense of the investment intent. MarketGrader has built a rigorous, transparent process, and we are excited to partner with them on a custom, tax-managed SMA product for advisors and their clients."

MarketGrader, founded in 1999, evaluates public companies on growth, value, profitability and cash flow, and builds rules-based indexes and strategies on that research. Their announcement of the partnership, including detail on their index methodology and performance history, can be found at the full press release linked here.

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.

MarketGrader is an independent third party and a business partner of Quorus Inc. Mr. Diez is an officer of MarketGrader and is not a client of Quorus. His statement above describes the partnership between the two firms, from which MarketGrader expects to benefit economically, and it should not be read as an endorsement by a disinterested party or as an indication of the experience of any Quorus client.

Hyperlinks to third-party content are provided for convenience and are not an endorsement of that content. Any index performance information published by MarketGrader is MarketGrader's, has not been independently verified by Quorus, and refers to MarketGrader's indexes rather than to the strategies described here. Indexes are not directly investable, and index results do not reflect advisory fees, trading costs, or taxes.

The strategies described here are newly available and have no performance history. Availability is subject to eligibility, custodial arrangements, and account minimums.

Tax-loss harvesting and tax-aware transition 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.

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.