Media, PA Office

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.