Scaling Personalization: Tax-Aware SMA Strategies and No-Fee Model Trading

Customization and tax efficiency are becoming competitive advantages, not optional features. WisdomTree and Quorus have partnered to help advisors deliver both, combining tax-aware SMA strategies with no-fee trading and rebalancing for WisdomTree model portfolios. This session will show how advisors can expand into SMAs without adding operational burden, streamline portfolio management and improve after-tax outcomes.

Topics to be discussed:

  • How tax-aware SMA strategies unlock personalization and after-tax precision.
  • How no-fee trading and rebalancing enhances the economics of model portfolio implementation.
  • How WisdomTree and Quorus align portfolio construction, tax overlay, and discretionary execution.
  • How to position SMA strategies and custom model portfolios within a growth-oriented advisory practice.



Speakers

John Hill

Founder, CEO

Tom Skrobe

Head of RIA and Product Solutions

Ryan Krystopowicz

Head of RIA Portfolio Solutions Distribution/Specialists, Client Solutions

April 7, 2026 | 1:00pm ET

Scaling Personalization: Tax-Aware SMA Strategies and No-Fee Model Trading

Accepted for 1 CFP / IWI / CFA CE Credit

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