A tax-managed offer, built on the strategies you already run.
Find the problem you're trying to solve, and see how Quorus delivers your strategy to taxable advisor accounts under your brand.
Book a walkthroughTest the overlay on your strategy
See how a tax overlay affects your pre-tax alpha
Overlay tax management
Continue using existing strategies, layering tax management on top
Tax management without hiring
Offer advanced tax management without adding headcount
Tax management without building
Offer advanced tax management without building new models
Eliminating account constraints
Outside securities and legacy positions can stay in the account
Tax management for long-short
A tax-aware long-short version of your long-only strategy
You need to know what a tax overlay does to your pre-tax alpha.
We run a tax-aware backtest on your own historical holdings, so you can see how the overlay affects your strategy and its pre-tax alpha before you launch anything.
- A backtest on your own historical holdings
- Pre-tax results with and without the overlay
- Your signal comes first; tax management works inside it
Advisors want a tax-aware version of a strategy you already run.
We build a tax overlay around your strategy as it is. Your signal comes first and tax management works inside it, so the separate account stays true to the flagship.
- An overlay methodology fitted to your strategy, not a template
- A backtest on your own historical holdings before launch
- Your brand stays in front of advisors
A tax-managed offer usually means hiring a trading and tax team.
As your white-label partner, we trade client accounts to your model within each client's restrictions, so you can launch the offer without building a desk.
- Daily, lot-level harvesting run by our team
- Outsourced trading across your client accounts
- Sales collateral and subject matter experts for your team
You don't want to build an optimizer, an order system, and custodian connections.
We supply the portfolio optimization, the trading, and the custodian work. Advisors onboard accounts and set client constraints through our interface, without pulling in your team.
- Axioma-based portfolio optimization
- Connected to the custodians advisors already use
- An advisor interface for onboarding and client constraints
Advisors won't move clients who can't keep what they own.
Accounts running your strategy can hold outside positions, legacy stock and client screens. Your strategy can sit beside other managers' in a custom advisor portfolio.
- Outside securities and legacy positions stay in the account
- Client-level screens and restrictions
- Your models combined with others in one account
Advisors ask for long-short, and you have no vehicle for it.
Long-only managers can offer a tax-aware extension of their strategy, such as 130/30, built from their own signal and held in physical securities so the tax overlay can work.
- Extensions from 130/30, built from your signal
- Physical securities, so losses can be harvested
- Available at Charles Schwab and Interactive Brokers; options vary by custodian
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.