Head of Portfolio Solutions
To help expand access to our strategies, we recently entered into a strategic relationship with Quorus, a technology-focused asset manager that specializes in tax-efficient separately managed accounts (SMAs). Thomas Skrobe outlines this partnership.
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WisdomTree is excited to introduce Portfolio Solutions, designed to empower financial advisors with robust and scalable portfolio management capabilities. Tom Skrobe and Kara Dombroski answer a few questions about the program for advisors who are interested in learning more. 
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In today’s investing landscape, we’re seeing financial advisors navigate several key trends in how they deliver portfolios to their clients. One major decision they face is whether to outsource or use a third-party manager for their investment process and the portfolios they offer to their clients. Tom Skrobe and Kara Dombroski discuss the benefits of outsourcing and how WisdomTree can help. 
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Two years ago, we teamed up with Adhesion with the goal of making advisors more efficient, helping them grow and providing them with a more scalable investment solution to deliver to their clients. Tom Skrobe explores the benefits of the Portfolio Solutions program and how our advisory clients have leveraged these services to their advantage.
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We are excited to introduce an exciting program for RIAs and Independent Advisory Firms, WisdomTree Portfolio and Growth Solutions. Our goal with this program is to make you more efficient, help you grow and provide you with a more scalable investment solution for your clients.
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