Trust

We earn our reputation every day through discretion, diligence and transparency.

Innovation

We seek new and creative ways to deliver results as the world and your needs evolve.

Collaboration

We work closely with you and your other advisors to create integrated solutions.

Commitment

We are intensely committed to simplifying your life by handling all aspects of your finances.

Core Mission

Helping clients create and sustain a legacy that transcends wealth.

Headquartered in Newport Beach, California, Corient Capital Partners is a privately owned, independent wealth management firm that focuses exclusively on a select number of ultra-affluent individuals, their families and their companies. We offer customized investment strategies and dedicated attention to clients who seek to create an enduring legacy through the alignment of their financial strategies and their values.

We are committed to providing sophisticated, customized investment solutions, the advice you need to confidently make important financial decisions, and the personal attention that your lifestyle deserves.

We are objective at the core

Being an independent firm creates substantial benefits for Corient’s clients. Since we are employee-owned, we are not inhibited by the bureaucracy of working for a large financial services corporation. We are not sellers of services and products, but, in fact, we are buyers of best-in-class solutions, investments and resources, all on behalf of our clients. We have access to a full array of investment offerings from all financial services providers with complete objectivity and transparency.

Corient’s senior partners have the experience and knowledge to help you sustain your lifestyle through the innovative but prudent management of your assets and liabilities, with the ultimate goal of building and preserving your legacy. We utilize a customized, goals-based wealth management style developed over decades that provides personal attention and insightful guidance designed to align your financial strategies with your personal values.

Some of the benefits of working with Corient include:

Customization

Customization

Sophisticated investment advice and customized portfolio management.

Objectivity

Objectivity

Triple layer of objectivity as Corient’s advisory service is separate from both the custody of your assets and the creation of the instruments in which you invest

Diverse Offerings

Diverse Offerings

Broad and diverse platform of private equity offerings often not available to clients of larger institutions

Independent Network

Independent Network

Access to investment banking, commercial banking and insurance solutions through our extensive independent network

Collaboration

Collaboration

Coordination and collaboration between Corient and your other advisors

Safekeeping of Assets

Safekeeping of Assets

Safekeeping of your assets with a major financial institution with whom we partner for custody services

Comprehensive Reporting

Comprehensive Reporting

Comprehensive reporting on all your assets, regardless of where they are held, made possible by enhanced and secure technology

Best-in-class technology

Best-in-class technology

Best-in-class technology, allowing for superior access to research and reporting on performance



The key to all these benefits is the high quality personal service and attention that our team is committed to providing.

©2017 Corient Capital Partners. All Rights Reserved.

Corient Capital Partners, LLC
500 Newport Center Drive, Suite 700
Newport Beach, CA, 92660

(949) 945-2750

info@corient.com