Quorus has formed a strategic partnership with WisdomTree

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.

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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.

WisdomTree is an investor in Quorus and has a direct interest in Quorus's economic success. This relationship creates an economic incentive for each firm to promote the other. Statements describing the partnership should not be read as an endorsement by a disinterested party or as an indication of the experience of any Quorus client.

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.