NextFolio Partners with Quorus to Deliver Active High-Conviction, Tax-Smart Portfolios, Now Accessible to Advisors on Schwab and Fidelity

We’re excited to share that NextFolio, a leader in active portfolio management, has partnered with Quorus to bring its Ensemble Active™ strategies to advisors through our platform.

The collaboration makes NextFolio’s actively managed, tax-efficient portfolios available in a separately managed account (SMA) format—now accessible on both Schwab’s Managed Account Marketplace® and Fidelity’s Separate Account Network®. Advisors can implement these strategies directly through Quorus, benefiting from streamlined account setup, automated execution, and integrated rebalancing.

For Quorus users, this means even greater access to high-conviction, style-consistent portfolios that combine institutional manager insights with data science and machine learning—all within a tax-efficient framework.

“NextFolio is offering something rare in today’s market: high-conviction portfolios driven by real-time institutional insights,” said John Hill, Co-Founder and CEO of Quorus. “This partnership allows advisors to pair that advantage with Quorus’s automation and tax-smart infrastructure to deliver meaningful impact for clients.”

To learn more about the partnership, read the full announcement from NextFolio 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.

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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.

NextFolio is an independent third party and a business partner of Quorus Inc. Statements describing the partnership relate to a commercial arrangement from which both firms expect to benefit economically, and should not be read as an endorsement by a disinterested party or as an indication of the experience of any Quorus client. References to third-party platforms, marketplaces, and trademarks are for identification only and do not imply endorsement, sponsorship, or affiliation. Availability is subject to eligibility, custodial arrangements, and account minimums.

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