A complete list of active advisors currently associated with Quorus Inc.
Warmer can help you find a great advisor at Quorus Inc. or one who fits your needs even better.
Quorus provides professional portfolio management primarily as a sub-advisor to registered investment advisors and wealth managers, and also serves direct individual and high-net-worth clients through separately managed accounts (SMAs). Services include implementing licensed Models from Quorus and third-party model and index providers, ongoing portfolio management, automated rebalancing, and support for Third-Party Sponsors such as broker-dealers, banks and larger RIAs; like many supported firms, it charges percentage-of-AUM fees and serves individual and high-net-worth investors. The firm positions itself as a technology-powered implementation and tax-overlay manager that creates custom portfolios aligned with client values and IPS constraints, applying quantitative, fundamental and technical inputs from licensed Models. Quorus uses automated processes — including a daily account review and a tax-loss-harvesting algorithm — and typically manages accounts on a discretionary basis while also offering strategies that can include long/short exposures and use of leverage in certain mandates. Distinctive features include an ownership and model-licensing affiliation with an established asset manager (WisdomTree), which results in licensed Models and fee-sharing arrangements with model providers — an uncommon structure among peers. Quorus’s primary role as an implementation-focused platform that licenses and operationalizes third‑party Models, together with its automated tax and monitoring tools and recent SEC registration, differentiates it from typical boutique sub-advisors that originate most models in-house.
To learn more about the advisors currently working at Quorus Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Quorus Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Media, PA
| 9
| |
Westport, CT
| 3
| |
Westport, CT
| 1
| |
Westport, CT
| 2
|
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