Welcome to Quorus!
As we studied the personalized investing market, several trends emerged:
- Demand for investment personalization is increasing: Over the next five years, more than half of financial advisors believe that investors will demand added personalization within their investment portfolios.*
- Time is an advisor’s most valuable resource: Every minute an advisor spends on administrative tasks is one less minute they spend growing their business.
- Independence is critical: Financial advisors are trusted for their independent perspectives. No advisor should rely on a single investment manager for all their investment strategies.
No platform today enables advisors to personalize a wide range of investment strategies without heavy administrative work for the advisor. Quorus is changing this.
Quorus was founded on the belief that:
- Clients deserve an investment portfolio personalized to their specific values and tax needs
- Advisors should have the option to personalize strategies from any investment manager on a single platform
- The process of building a personalized investment portfolio should be as simple as buying an ETF
Quorus is designed to make building and managing personalized portfolios easy, allowing advisors to spend more time with their clients and less time trading accounts.
We are excited to share more about Quorus in the coming weeks and look forward to bringing you along on our journey.
- John and Scott
*Schwab Advisor Services’ 2022 Independent Advisor Outlook Study
Disclosures
Investing in securities involves risks, including the risk of loss, including principal. Quorus Inc., is an RIA registered in the States of Connecticut and Pennsylvania. Neither regulator has approved this message.
Certain information contained in here 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 the accuracy of the information or its appropriateness for a given situation.
This content is provided for informational purposes only, as it was prepared without regard to any specific objectives, or financial circumstances, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not intended as a recommendation to purchase or sell any security and performance of certain hypothetical scenarios described herein is not necessarily indicative of actual results. Any investments referred to, or described are not representative of all investments in strategies managed by Quorus, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results.
Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
