Quorus
HQ Address
500 Post Road East, 2nd Fl, Suite 303, Westport, CT 06880, United States
Website Address
Business introduction
Transforming Active Management with Custom Portfolios
Quorus empowers asset managers and financial advisors with innovative solutions for custom portfolio management. We blend sophisticated tax management and automation to deliver better outcomes for actively managed portfolios
Our mission and vision
At Quorus, our mission is to revolutionize how asset managers and financial advisors serve taxable clients. We are committed to delivering sophisticated, practical solutions that drive better after-tax outcomes for asset managers and financial advisors.
Quorus Solutions
AlphaHarvest
The challenge of tax-managed active Active managers work hard to generate investment alpha. Don't risk investment return with a generic tax-loss harvesting program. AlphaHarvest attempts to generate optimal tax outcomes while maintaining exposure to your desired manager’s investment strategy. Tailored to your strategy We collaborate with portfolio management teams to understand the philosophy......
business needs
Quorus for Asset Managers
Offer custom, tax-managed portfolios based on your strategies Quorus allows asset managers to offer new, custom, tax-managed versions of their existing strategies. Combine your investment expertise with our advanced tax-management tools to deliver better investment outcomes for advisors and their clients. Add value with a suite of advisor tools Give advisors the tools......
business needs
Quorus for Financial Advisors
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......
