Quorus and Viking Harbour announce partnership to offer advisors custom, tax-optimized quantitative portfolios

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 investment adviser registered with the Securities and Exchange Commission. 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.

Disclosures

All investing is subject to risk, including possible loss of principal.

Quorus Inc. ("Quorus," "we," or "our") is an investment adviser registered with the Securities and Exchange Commission ("SEC"). Registration does not imply a certain level of skill or training.

The material presented is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy, or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes and may not reflect actual future performance. Nothing in these materials should be construed as personalized investment advice, which can only be provided in one-on-one communications.

Tax-loss harvesting and tax-aware management seek to improve after-tax outcomes but do not guarantee any tax result, and their effect depends on a client's individual circumstances, including tax rates, holding periods, and other activity in the client's accounts. Quorus does not provide tax or legal advice. Clients should consult their own tax and legal advisers.

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.

Viking Harbour is an independent third party and a business partner of Quorus Inc. Statements describing the partnership relate to a commercial arrangement from which both firms expect to benefit economically, and should not be read as an endorsement by a disinterested party or as an indication of the experience of any Quorus client.

Certain information contained herein 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 its accuracy or its appropriateness for a given situation. Hyperlinks to third-party content are provided for convenience and are not an endorsement of that content.

A copy of Quorus's current Form ADV Parts 2A and 2B, which contain important information about our advisory services, fees, and disciplinary history, is available upon request.