Transforming Active Management with Custom Portfolios

Quorus empowers asset managers and financial advisors with innovative solutions for custom portfolio management. We blend sophisticated tax management and automation to deliver better outcomes for actively managed portfolios.

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Trusted by Industry Leaders

Comprehensive Solutions for Active Tax Management

Investment Alpha + Tax Alpha

Our proprietary AlphaHarvest methodology balances traditional manager alpha with tax alpha, attempting to generate the best possible after-tax outcomes for clients.

Custom Investment Portfolios

Create bespoke portfolios that combine sophisticated tax management with ticker-level customization.

Digital Platform

Experience the flexibility to model client portfolios in real-time, establish accounts, and stay up-to-date with comprehensive reporting. Our digital platform simplifies operations for advisors and asset managers.

Solutions

Tailored Solutions for Every Investor

Quorus provides customized solutions to meet your unique needs.

Asset Managers Financial Advisors

Asset Managers

Quorus partners with asset managers to offer custom, tax-managed separately managed accounts (SMAs) and unified managed accounts (UMAs) that enhance their existing strategies.

We provide the tools and support to delight financial advisors with superior investment outcomes while maintaining operational efficiency.

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Financial Advisors

Quorus collaborates with financial advisors to create bespoke portfolio solutions tailored to their clients' specific needs.

Our advanced tax management and flexible platform help advisors deliver personalized, tax-efficient investment strategies.

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Two businessmen engaged in conversation at a desk with an overlaid graphic showing financial advisor client data and asset management statistics.

Blog

Insights and Innovations

Stay ahead with Quorus's latest insights and thought leadership. Explore our blogs and articles to stay informed about industry trends and innovations.

Insights

Oct 6, 2025

A Practical Guide to Tax-Aware Portfolio Transitions

Portfolio transitions are rarely straightforward for advisors managing taxable accounts. While the goal may be to reduce fees, optimize risk exposure, or simplify the investment process, the path to get there involves difficult trade‑offs.

News

Oct 2, 2025

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

NextFolio has partnered with Quorus to make its Ensemble Active™ strategies available to advisors in a tax-efficient SMA format on Schwab and Fidelity, combining institutional insights with Quorus’s automated, customizable investment platform.

Insights

Oct 1, 2025

Inside Quorus’s Approach to Custom Tax Overlays for Active Portfolios

A Q&A with Kyle Birmingham, CFA, Head of Portfolio Management

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Testimonials

Real Words. Real Results.

Thomas Skrobe

Head of Portfolio Solutions and Investment Strategy

WisdomTree Asset Management

“Through Quorus’ innovative platform, we are expanding our reach to advisors who use SMAs. Most importantly, we’re expanding our Portfolio Solutions platform to offer advisors multiple ways to evolve and manage their portfolios to best meet their clients’ investing needs.”

Scott Douglass

Chief Revenue Officer

Viking Harbour

"Our partnership with Quorus enhances our offering by integrating their advanced tax optimization capabilities, ensuring clients receive a holistic approach to portfolio management."

Yang Tang

Chief Executive Officer

Arch Indices

"Being able to combine our optimized indices with the potential benefits of tax-loss harvesting inherent in the Quorus approach makes this an ideal pairing"

Don Cody