STAMFORD, CT — October 2, 2025 — Leads & Copy — NextFolio, an asset management firm, has partnered with Quorus Inc., a technology-driven asset manager, to provide advisors access to NextFolio’s Ensemble Active™ strategies in a tax-efficient separately managed account (SMA) format via the Quorus platform. RIAs can implement these strategies through the Schwab Managed Account Marketplace® and Fidelity’s Separate Account Network®, with plans for future expansion.
The platform offers streamlined account setup, automated execution, and integrated rebalancing. According to Jeff Seiple, Co-Founder of NextFolio, this partnership aims to make high-conviction portfolios available to more advisors. Paul Ahern, also Co-Founder of NextFolio, notes the integration of Ensemble Active™ portfolios across various market caps and strategies into existing workflows.
John Hill, CEO and Co-Founder of Quorus, highlights the combination of high-conviction portfolios and Quorus’ tax-efficient SMA capabilities.
William Wilson, NextFolio, will@nextfolio.ai
John Hill, Quorus, john@quorus.io
Source: NextFolio
