Start with the problem. We'll fit the portfolio to it.
Not sure which product you need? Find the problem you're trying to solve, and we'll show you how Quorus handles it, account by account.
Book a walkthroughOnboarding taxable accounts
Transition embedded gains or concentrated stock with minimal tax impact
Implement your own model
Your model, not an off-the-shelf strategy menu
Tax management for long-short
Portfolio extensions targeting flexible alpha signals
Automated, continual tax management
Lot-level monitoring for harvesting opportunities
Clean up a fragmented book
Consolidate legacy models and holdings on a multi-year plan
Direct access to decision makers
Direct access to our senior team members
Scaling without hiring
We run the portfolios as your sub-advisor
A new client arrives with embedded gains or a concentrated stock position.
We bring the account onto your strategy over time, within a gains budget you set, instead of selling everything on day one. You see the trade-off between tracking error and realized gains before anything is signed.
- Transition analysis on your real accounts before you commit
- Gains budgets and multi-year transition plans
- Long-short extensions to diversify a concentrated position gradually
Your platform offers a menu of strategies, not your model.
We implement the model you built, with a tax overlay managed account by account. Outside positions, legacy stock and values screens can stay, so the portfolio fits your views rather than a menu.
- Your own model, a third-party manager, or a blend
- Outside securities and legacy positions stay in the account
- Values, ESG and restricted-security screens
You want long-short for your clients, with tax management built in.
We run tax-aware long-short extensions that target the alpha model you choose, sized to each client's goals and risk tolerance. Larger extensions can accelerate loss harvesting but carry more risk.
- Extensions from 130/30, sized to the client
- Target alpha model adjusted to fit your strategy
- Available at Charles Schwab and Interactive Brokers; options vary by custodian
Harvesting losses by hand only happens when someone has time.
We monitor accounts at the tax-lot level and harvest losses when they meet our criteria, with replacements chosen to keep the portfolio true to your model.
- Lot-level monitoring of the accounts we manage
- Replacements chosen to stay close to your model
- Capital gains budgets set per client
Years of models and acquired books have left every account different.
We map your book to your target models and move accounts there over time, within a gains budget, starting with those that cost least to move. You see the tax cost of consolidating before anything is traded.
- A book-level map of accounts against your target models
- Multi-year plans for accounts with heavy embedded gains
- Legacy positions held, sold down or harvested, account by account
Your questions and requests end up in an opaque service queue.
You talk directly to the senior people running your portfolios. We help you explain the trade-offs to clients and handle the custodian paperwork with you.
- Direct access to our portfolio managers
- Analysis you can take to client conversations
- Hands-on help with onboarding and custodian forms
Run more portfolios with the team you already have.
As your sub-advisor, we handle transitions, harvesting and rebalancing account by account. You keep your investment views, your custodian, your client relationships and your billing.
- Onboard a single account and scale from there, with no implementation fee
- Works with the custodians and reporting you already use
- The lot-level work is handled by our specialists
Bring us the problem, and we'll show you the options.
We'll walk through your situation and show you the trade-offs on your own accounts before anything is signed.