(Westport, CT) - Quorus, a technology-enabled direct indexing platform, today announced a strategic partnership with Global Macro Asset Management to offer tax managed versions of Global Macro’s direct indexing strategies. Through this solution, advisors will have the ability to apply custom tax management overlays to Global Macro’s direct indexing strategies.
“As interest in direct indexing continues to grow, asset managers are looking for was to offer their investment strategies with custom, tax managed overlays,” said Quorus President and CEO John Hill, CFA. “We are excited to partner with Global Macro Asset Management to provide tax management for its line-up of direct indices.”
Global Macro Asset Management’s strategies available through Quorus include:
- GMAM DI+ Tax Sensitive Series US Core
- GMAM Dividend+ Tax Sensitive Series
- GMAM DI+ Tax Sensitive Series Emerging Markets
- GMAM DI+ Tax Sensitive Series International Developed
“One of the major objections advisors receive from clients about direct indexing is the number of holdings in their accounts. Our lineup of direct indexes addresses this by using quantitative investment techniques to provide diversified exposure while also limiting the number of individual positions in the strategy,” said Donald Cody, Global Macro Asset Management’s President. “Quorus’ was a natural partner to implement our direct indices given their expertise managing custom tax-managed investment portfolios.”
Through Quorus, financial advisors can implement Global Macro Asset Management strategies with a range of tax management strategies, including automated tax loss harvesting, capital gains budget targets, and tax aware portfolio transitions.
About Quorus
Quorus is a technology enabled investment advisor registered with the states of Connecticut and Pennsylvania. Quorus specializes in managing custom, tax managed separately managed accounts for investment advisors and their clients.
About Global Macro Asset Management
Global Macro Asset Management, an investment advisor with offices in Nevada and California, offers unique direct investment and alpha-producing global strategies for the investment advisory community.
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.
