WESTPORT, JUNE 5, 2024 — Quorus, a leading provider of custom, tax-managed active portfolios, and Viking Harbour, the United States-based affiliate of European asset manager C8 Investment Strategies, are proud to announce a strategic partnership to deliver advisors high-quality, quantitative active strategies with custom, tax overlays.
Through this partnership, Quorus provides Viking Harbour clients access to custom, tax-managed overlays for Viking Harbour-managed portfolios, giving advisors a powerful tool to improve investment outcomes for taxable client accounts.
“We are thrilled to partner with Viking Harbour to offer their clients a sophisticated, custom portfolio management experience,” said John Hill, CFA, Quorus CEO. “We believe advisors should not have to trade off investment manager alpha with tax alpha when serving taxable clients. Quorus’s partnership with Viking Harbour continues this mission, unlocking a powerful combination of sophisticated quantitative management and tax management, all delivered in a seamless digital experience.”
“Viking Harbour is committed to providing innovative investment solutions that prioritize tax efficiency and client success. Our partnership with Quorus enhances our offering by integrating their advanced tax optimization capabilities, ensuring clients receive a holistic approach to portfolio management.”
— Scott Douglass, Chief Revenue Officer, Viking Harbour
“Viking Harbour is committed to providing innovative investment solutions that prioritize tax efficiency and client success,” said Scott Douglass, Viking Harbour's Chief Revenue Officer. Our partnership with Quorus enhances our offering by integrating their advanced tax optimization capabilities, ensuring clients receive a holistic approach to portfolio management.”
Through this partnership, advisors who use Viking Harbour strategies can elect to implement custom tax-management overlays designed to improve the after-tax return of taxable accounts. These overlays complement traditional manager investment signals from Viking Harbour with client-specific tax-alpha from Quorus.
For inquiries or to learn more about Viking Harbor’s Tax-Managed Investment Solutions, please visit www.vikingharbour.com or contact Scott Douglass @ sdouglass@vikingharbour.com.
To learn more about Quorus, please visit www.quorus.io or contact John Hill at john@quorus.io
About Viking Harbour
Viking Harbour (“Viking Harbour”) provides asset management services as a sub-adviser to third-party investment advisers, who then offer such sub-adviser management services to their advisory clients. In addition, the firm will enter into model provider agreements with registered investment advisers and broker-dealers in which it will provide its model portfolios and updates to those who engage the firm for such services. Viking Harbour’s portfolio management services are generally offered through third-party investment advisers on either a sub-advised basis or a consulting arrangement as a model provider.
About Quorus
Quorus Inc. ("Quorus") is an advisor registered in the states of Connecticut and Pennsylvania. We specialize in designing and implementing custom, tax-managed investment accounts for asset managers and financial advisors. Our platform combines scalable, cloud-based technology with an experienced portfolio management team to deliver the best possible outcomes for our clients. For more information, please visit www.quorus.io.
This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.
