WisdomTree Expands Offering in Fast-Growing Tax Efficient SMA/Direct Indexing Market; Makes Strategic Investment in Quorus
Investment enables advisors to access key WisdomTree products in SMA format; offers rebalancing and trading for WisdomTree Model Portfolios at no additional cost to advisors
“Tax Efficient SMAs are among the fastest-growing investment vehicles, and this investment positions WisdomTree to tap into this high-demand market segment," said Thomas Skrobe, Head of Portfolio Solutions of WisdomTree. “Through Quorus’ innovative platform, we are expanding our reach to advisors who use SMAs. Most importantly, we’re expanding our Portfolio Solutions platform to offer advisors multiple ways to evolve and manage their portfolios to best meet their clients’ investing needs.”
Quorus enables asset managers and advisors to seamlessly create and manage customized, tax-efficient portfolios that align with their clients' goals. Quorus specializes in implementing non-market cap weighted and traditional active investment strategies and provides a scalable solution for asset managers looking to enter the SMA space.
“We’re grateful to partner with WisdomTree, a firm that shares our commitment to delivering impactful, innovative solutions for advisors,” said John Hill, CEO and Co-Founder of Quorus. “By leveraging WisdomTree’s expertise and resources, we’re positioned to accelerate the adoption of tax-efficient, custom portfolio solutions, providing advisors with the tools they need to better serve their clients in an ever-evolving market.”
Skrobe added, “We’re particularly excited about Quorus’ management team, whose expertise includes deep experience in investment product and direct indexing.” Hill previously served as head of Direct Indexing at Vanguard and led the design and launch of Vanguard’s direct indexing offer with Just Invest.
Quorus is a trusted technology partner in the rapidly evolving custom SMA and model portfolio market, known for enabling the delivery of personalized, tax-efficient portfolios at scale. By combining modern technology with quantitative portfolio management, Quorus automates the construction and rebalancing of custom strategies. The Quorus platform empowers asset managers to deliver differentiated, tax-managed solutions efficiently, enhancing both advisor workflows and their end-client outcomes.
WisdomTree’s strategic investment is part of a broader plan to diversify its portfolio offerings and extend its reach within the growing SMA market. The collaboration with Quorus is expected to drive significant growth for the firm as the SMA/Direct Indexing market matures, positioning both companies to capitalize on the increasing demand for custom, tax-managed portfolios.
Learn more about implementing WisdomTree’s strategies via an SMA here.
Learn more about WisdomTree’s Portfolio Solutions here.
WisdomTree Funds are distributed by Foreside Fund Services, LLC.
Thomas Skrobe is a registered representative of Foreside Fund Services, LLC.
For Financial Advisors: WisdomTree Model Portfolio and Investment Strategy information is designed to be used by financial advisors solely as an educational resource, along with other potential resources advisors may consider, in providing services to their end clients. WisdomTree’s Model Portfolios and Investment Strategies for separately managed accounts (“SMAs”) information and related content are for information only and are not intended to provide, and should not be relied on, for tax, legal, accounting, investment or financial planning advice by WisdomTree, nor should any WisdomTree Model Portfolio or Investment Strategy information be considered or relied upon as investment advice or as a recommendation from WisdomTree, including regarding the use or suitability of any WisdomTree Model Portfolio, Investment Strategies for SMAs, any particular security or any particular strategy. While WisdomTree does not collect fees for the Model Portfolios, to the extent that WisdomTree exchange traded funds are included in a Model Portfolio, WisdomTree receives revenue in the form of advisory fees.
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Category: Business Update
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Media Relations
WisdomTree, Inc.
Jessica Zaloom
+1.917.267.3735
jzaloom@wisdomtree.com
Natasha Ramsammy
+1.917.267.3798
nramsammy@wisdomtree.com / wisdomtree@fullyvested.com
Source: WisdomTree, Inc.
