A team approach
The Corient Investment Committee identifies compelling investment strategies, analyzes markets for risks and opportunities, and maximizes cost efficiency by leveraging our scale. Your dedicated team acts as your Chief Investment Officer—leveraging our collective expertise and resources to design individual portfolios and minimize taxes.
Our philosophy
We believe asset allocation helps drive returns, and we leverage open architecture, tax optimization, diversification, deep research, and scale to custom-build investment portfolios we believe can achieve your distinct objectives. Our approach is:
Tailored
As fiduciaries, we put your interests before our own, building portfolios based on their unique goals, risk tolerance and time horizon. We seek to deliver the financial growth and security that you demand and deserve.
Strategic
Our dedicated team of experts focuses on delivering results. We take a long-term approach with custom asset allocation and investment strategies in order to succeed through business cycles. We target market inefficiencies and nimbly attempt to capitalize on them.
Rigorous
We ground our decisions in thorough analysis, positioning ourselves to make informed decisions. We reduce risks through balanced diversified portfolios. And as markets evolve, so do we—adapting our approach to incorporate new tools and innovative strategies.
Disciplined
We follow time-tested processes to help minimize investment mistakes based on irrationality or emotion. We employ strategies to help avoid unnecessary tax obligations for our clients. And we seek to lower investment costs in order to optimize net returns to clients.
How we implement
We implement using a full suite of public and private asset classes, including private equity, real estate, credit and other alternative investments—and through our long-standing relationships, we may be able to offer pricing and opportunities that may be unavailable elsewhere.
Values-aligned capital
Corient Values-aligned Capital offers customizable ways to invest with intention and impact—empowering you to align your comprehensive wealth plan (including your taxable and tax-exempt investments), philanthropic desires and wealth transfer intentions, with your values.
