WisdomTree and Return Stacked® Collaborate to Deliver Capital-Efficient Model Portfolios Through Quorus

Jeremy Schwartz, Global Chief Investment Officer at WisdomTree

“Capital efficiency is changing what’s possible in portfolio construction, giving investors new ways to introduce diversification without necessarily giving up the core exposures they want to maintain.”

Jeremy Schwartz, Global Chief Investment Officer at WisdomTree

“For decades, the industry has focused on how much investors should allocate to stocks versus bonds. Capital efficiency allows us to think differently about that traditional framework and consider how differentiated return streams can complement those core exposures. This relationship puts that thinking into practice for financial advisors and their clients.”

Corey Hoffstein, Co-founder of Return Stacked® ETFs

“The central idea behind return stacking is that investors should not necessarily have to choose between maintaining their core portfolio and adding diversifiers.”

Corey Hoffstein, Co-founder of Return Stacked® ETFs

“As the ETF toolkit has evolved, investors now have more ways to pair traditional market exposures with differentiated sources of return. This collaboration with WisdomTree applies those concepts within a complete portfolio framework built for financial advisors.”