Active Strategies
Implement either your preferred active manager or your own active strategy, not a passive index.
Product - Active SMA
Active Equity SMAs
Sophisticated tax management is not limited to passive strategies. Implement your preferred active models, all with the same tax management as direct indexing.
Book a walkthroughStriking a balance between tax alpha and investment alpha.
Tax overlay to match
We propose an overlay methodology built to fit the strategy, not a generic overlay.
Daily, lot-level tax-loss harvesting
Continuous harvesting at the individual lot level to capture losses as they arise.
Tax-aware transitions
Move a legacy, low-basis position into the strategy without a day-one tax hit.
When advisers use active SMAs
Seeking to generate investment alpha
Implement a portfolio with alpha targets, not simply market-tracking strategies.
Improve tax efficiency of strategies
Manage the tax impact of portfolio turnover and rebalances.
Manage compliance for locked-up accounts
Highly appreciated accounts benefit from an alpha signal rather than acting as an expensive index product.
Manage strategy transitions
Minimize the impact of strategy changes, particularly when moving from an old manager to a new manager.
Choose the strategy that fits the mandate
You bring the strategy; we build the tax overlay to match.
Third-Party Manager
Run a preferred external manager, with our tax overlay built on top.
In-House Strategy
Execute your own active strategy as an SMA, tax-managed continuously.
Blended Strategy
Combine multiple managers or strategies in one account, under one overlay.
Getting started is easy01 02 03 04 Book a walkthrough
Share your vision, and we handle the rest.
From strategy to trading, we handle the tax overlay at every step.
Select your strategy
Choose the active managers or blended strategy you want to run for the account.
Define customizations
Set industry, sector, ticker, and values-based screens for the portfolio.
Set tax budgets
Define gain and loss targets so the overlay manages to your tax objectives.
Quorus trades
We implement the strategy as individual lots and run the tax overlay, always on.