Quorus and Global Macro Asset Management announce strategic partnership for tax-aware direct indexing

(Westport, CT) - Quorus, a technology-enabled direct indexing platform, today announced a strategic partnership with Global Macro Asset Management to offer tax managed versions of Global Macro’s direct indexing strategies. Through this solution, advisors will have the ability to apply custom tax management overlays to Global Macro’s direct indexing strategies.

“As interest in direct indexing continues to grow, asset managers are looking for was to offer their investment strategies with custom, tax managed overlays,” said Quorus President and CEO John Hill, CFA. “We are excited to partner with Global Macro Asset Management to provide tax management for its line-up of direct indices.”

Global Macro Asset Management’s strategies available through Quorus include:

• GMAM DI+ Tax Sensitive Series US Core
• GMAM Dividend+ Tax Sensitive Series
• GMAM DI+ Tax Sensitive Series Emerging Markets
• GMAM DI+ Tax Sensitive Series International Developed

“One of the major objections advisors receive from clients about direct indexing is the number of holdings in their accounts. Our lineup of direct indexes addresses this by using quantitative investment techniques to provide diversified exposure while also limiting the number of individual positions in the strategy,” said Donald Cody, Global Macro Asset Management’s President. “Quorus’ was a natural partner to implement our direct indices given their expertise managing custom tax-managed investment portfolios.”

Through Quorus, financial advisors can implement Global Macro Asset Management strategies with a range of tax management strategies, including automated tax loss harvesting, capital gains budget targets, and tax aware portfolio transitions.

About Quorus

Quorus is a technology enabled investment adviser registered with the Securities and Exchange Commission. Quorus specializes in managing custom, tax managed separately managed accounts for investment advisors and their clients.

About Global Macro Asset Management

Global Macro Asset Management, an investment advisor with offices in Nevada and California, offers unique direct investment and alpha-producing global strategies for the investment advisory community.

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.

Global Macro Asset Management 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. Strategy and performance information published by Global Macro Asset Management is its own and has not been independently verified by Quorus.

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.

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.