Custom, tax-managed portfolios built for active
Quorus partners with financial advisors to create custom, tax-managed portfolios that meet the unique needs of their clients. Improve portfolio tax efficiency and incorporate ticker-level account customization with your preferred investment strategies.
Trusted by Industry Leaders
Trusted by investment product leaders at sophisticated advisory practices
Applying tax management to active portfolios is critical but complex
For advisors who use active strategies in client portfolios, effective tax management is a critical tool to maximize after-tax returns. However, implementing and running a robust tax management program, particularly for strategies with pre-tax alpha targets, can be complex and time-consuming.
The Quorus Solution
Use your desired strategies, not the platform provider's
As an open architecture platform, we work with advisors to build client portfolios based on their preferred investment strategies, including third-party managers or your team’s internal strategy. Quorus builds a tax-management program specific to each strategy.
Apply comprehensive household tax-management
Aggregate multiple account registrations under a single household with integrated tax and portfolio allocation logic. Provide a cohesive and tax-efficient investment strategy across client households.
Robust tax management, built for active
Our AlphaHarvest methodology is designed to balance tax alpha with traditional manager alpha. Implement loss harvesting, position controls, and intelligent gain/loss timing to maximize client outcomes.
Clearly communicate the value of tax management
Understand and communicate the value of tax management to clients and prospects with tax-aware proposals and after-tax client performance reporting. Simplify onboarding with tax-aware portfolio transitions.
Streamline your operations
Eliminate operational headaches. Quorus will act as a sub-advisor for client accounts, managing day-to-day portfolio management and back-office operations with the custodian. Interested in maintaining investment discretion? Integrate Quorus tax-management logic on a non-discretionary basis with our API.
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.
