Precision-Crafted Solutions

The value proposition of Corient is we combine institutional scale with a high touch customization. The end result is a client experience that's deeply relational, involving the advisory team in a scaled and deep investment organization.

My name is Matt Krauss, and I'm a Partner and Chief Investment Officer at Corient. Our core philosophy centers on three principles. The first of which is asset allocation is the primary driver of long-term returns. The second of which is taxes really matter in investment outcomes, and we think that by minimizing, reducing, and in some cases eliminating taxes, we can create significant value to their portfolio over long periods of time.

The third and final pillar is clients tend to overestimate their need for liquidity and therefore they under allocate to alternatives. And at Corient we are adept at sourcing, diligencing, and researching, and implementing alternatives on our client's behalf.

Disclosure:

Advisory services from Corient Private Wealth LLC (“Corient”), a registered investment advisor (“RIA”), are regulated by the Securities and Exchange Commission and offered in jurisdictions where the RIA is registered. “Registered” does not imply any level of skill, training or approval by the SEC. 

Investing involves risk. Visit www.corient.com to read the Disclosure Brochure & From CRS before investing. 

Diversification, allocation and rebalancing strategies do not imply you will make a profit and do not protect against losses. The future performance of any investment or wealth management strategy, including those recommended by us, may not be profitable or suitable or prove successful.

Tax strategies are employed for planning purposes only and are not intended to replace professional tax, legal or accounting advice. Please consult your tax, legal and accounting professionals to discuss your unique tax circumstances.

Alternative investments generally involve various and significant risk factors, such as the potential for complete loss of principal, liquidity constraints, lack of transparency, unpredictable market conditions, key person risks, trading risks, and/or the use of significant leverage or derivative contracts, among others. Alternative investments are available only to investors that meet minimum investor qualifications and minimum investment amounts are typically required. Alternative investments involve a substantial degree of risk, including the loss of capital. Alternative investments are not suitable for all investors.