Our Solutions

SolutionsInvestment Approach

Using a goals-based wealth management approach, Corient begins our process by conducting an in-depth evaluation of your risk tolerance, liquidity needs and overall investment goals against your chosen time horizon. While our capabilities are as varied as our clients’ needs, we propose only those solutions best suited for your circumstances and objectives.

Our core competencies
Investment Solutions
  • Discretionary and non-discretionary investment strategies
  • Broad array of asset classes and offerings, including private equity, real estate, hedge funds and other alternative investments
  • Professionally managed accounts
  • Market-linked investments
  • Liquidity management
  • Risk management
Concentrated Stock Management
(executed through our custodian partner)
  • Hedging strategies
  • Trust solutions
  • Exchange funds
  • Selling programs
  • Block trades
  • Philanthropic strategies (with our third party partner)
  • Endowment management and consulting
  • Compliance
  • Governance and succession planning
Tax-Minimization strategies
  • Tax-minimizing concentrated stock management
  • Tax-efficient investments
  • Tax-advantaged credit and lending
  • Private placements (with our third party partner)
  • Life insurance
Family Office
  • Financial and consolidated third party reporting

On your behalf, the Corient team can marshal the resources of other third party partners to provide the following services:

  • Securities lending and other custom lending
  • Home and other real estate financing
  • Personal and charitable trust services and administration
  • Estate planning, settlement and administration
  • International financing
  • Cash management
  • Fiduciary investment management

At Corient Capital Partners, our clients seek to sustain their wealth as a means of enriching their lifestyle and creating a legacy for the next generation. We focus our services and solutions on helping to maintain our clients’ permanent wealth, so that their goals can come to fruition.

Permanent Wealth

The secret to permanent wealth lies in an understanding of the power of investment assets. No other strategy, no matter how sophisticated, does more to maintain and grow wealth than the ownership of investment assets. Research suggests that the wealthiest one-percent of U.S. households put three-fourths of their savings into investment assets. As a result, those assets generate interest that can be compounded, and dividends and capital gains that can be re-invested. These attributes create a profound competitive advantage in sustaining wealth.

Asset Allocation
& Smart Diversification

The advantages of a thoughtful, well-executed asset allocation cannot be over-emphasized, as research confirms that asset allocation is overwhelmingly the primary driver of portfolio performance.

Research also reveals that the wealthiest one-percent of U.S. households achieve an annual rate of return that is approximately 2.5% higher than the returns of households in the middle three quintiles.

This outperformance is explained by a more effective overall asset allocation and, equally important, a more effective selection of the diversified investments within that asset allocation. By carefully selecting diversified investments based on their correlations to each other, investors can achieve a greater return with less risk.

Wealthy investors benefit the most from such smart diversification as they have an information advantage when it comes to tax efficient, cost efficient investment strategies. They also have access to value added strategies in asset classes like private equity and real estate.

Corient's Dynamic Approach

Based on time-tested academic and quantitative research, Corient Capital Partners has developed a dynamic approach to smart diversification. Our proprietary process combines the best features of indexed investments, active managers and value added strategies.

The dynamic approach to smart diversification is customized to each client and includes an active re-balancing of the ratio of indexed investments, active managers and value added strategies. Portfolio construction is largely driven by the following conditions:

  • Investment goals
  • Risk profile
  • Return expectations
  • Tax sensitivity
  • Current income needs
  • Liquidity needs
  • Absolute & relative valuations of global asset classes
  • Global economic conditions
  • Federal Reserve policy and interest rates
  • Likelihood of a disruptive (or “Black Swan”) event

To learn more about how Corient applies our smart diversification strategy to achieve superior returns, contact us today for an appointment.

©2017 Corient Capital Partners. All Rights Reserved.

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

(949) 945-2750