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.
Trusted by Industry Leaders
Our esteemed partners include industry giants like O'Shares and Charles Scwhab, showcasing our commitment to excellence and innovation in investment management.
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.
Quorus API
Integrate Quorus’s sophisticated tax-management software into your practice while retaining control of day-to-day portfolio management. Access our tax-management software and methodology without giving up portfolio management.
Tailored Solutions for Every Investor
Quorus provides customized solutions to meet your unique needs.
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.
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.
What Our Clients Say
Name Surname
Position, Company name
Position, Company name
Name Surname
Position, Company name
Position, Company name
Scott Douglass
Chief Revenue Officer
Viking Harbour
Yang Tang
Chief Executive Officer
Arch Indices
Don Cody
Chief Executive Officer
Global Macro Asset Management
Testimonials are provided by current Quorus clients or partner firms. Individuals providing testimonials have not been compensated for the testimonial, and do not have a financial interest in Quorus.
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.
