Investment Management

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Redefining Modern Investing

At Corient, our unique partnership model is redefining modern investing—providing us with the expertise and scale to do things others cannot. We combine rigorous investment discipline with customized and dynamic management to keep up with evolving markets, economies and client lives.

Our Investment Philosophy

CORIENT BELIEF:WHY IT IS IMPORTANT:HOW WE DELIVER IT:
Alternatives
should be a part of
most sophisticated portfolios		Alternatives have the potential to
enhance returns and reduce volatility.
  • We leverage our relationships, deep expertise and collective network to access private investment opportunities that most
    others cannot.
  • We use our size and scale to negotiate highly competitive fees
    that most others cannot match.
  • We use technology to help streamline the investment and accounting processes to make alternatives more easily accessible.
Asset allocation
drives returns		Different asset classes perform well
under different conditions, so having a mix
of them may provide better return potential through market and economic cycles.		We construct portfolios by balancing appreciation and preservation assets across the liquidity spectrum, aligning each allocation with your specific goals and circumstances.
Managing costs and
taxes is critical		If done well, this can help improve returns over the long term. If not, taxes and fees
will always reduce returns.		We leverage our scale to drive cost efficiencies and actively manage taxes to help drive portfolio growth and preservation.

Our process

Our process is rooted in economic research and rigorous inquiry, but our execution is dynamic and customized. We design portfolios to meet your evolving goals by empowering investment team members to thoughtfully capture opportunities and manage risks.

Disciplined

Our experienced investment team conducts thorough and in-depth research across traditional and alternative investments and engages in rigorous analysis where the best ideas win.

Customized

Your dedicated team combines their understanding of your situation and goals with investment team analysis to custom-build portfolios, actively manage for after-tax returns and ensure decisions align with your wealth plan.

Dynamic

The investment team constantly reviews performance, markets, economies, innovations and trends. They may make data-driven changes to capture alpha, reduce risks, manage taxes or adapt to your evolving life and wealth plan, or in response to advancing investment insights.

crashing waves

Our Team

At Corient, our investment team is made up of more than 175 professionals tirelessly searching the universe to find the best investments for you. This includes more than 50 experts dedicated to the alternatives space—an unrivaled resource among wealth managers.

Traditional Investments

Our broad and flexible platform of investment capabilities delivers internal and external offerings. You benefit from our expertise and scale, however you prefer to invest.

Open Architecture

Access to the full universe of funds, ETFs, SMAs, direct indexing and complex strategies—often at costs others cannot match.

Customized Implementation

A broad array of approaches and investment styles anchored in risk-based frameworks and tailored to your preferences and tax considerations.

Bespoke Portfolios

A comprehensive suite of internally managed strategies across cash, liquidity management, fixed income, and equities across the globe.

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