Corient

Corient Private Wealth LLC, also known as Corient, is a registered investment adviser based in Miami, Florida, established in 2022. The firm offers financial planning and investment advisory services to various clients, including individuals, corporations, trusts, and charitable organizations. Corient provides tailored investment management services on a discretionary and non-discretionary basis, allowing clients to set restrictions on their accounts. The firm manages approximately $129 billion on a discretionary basis and $14 billion on a non-discretionary basis. Corient offers a range of investment strategies, including traditional investments, retirement plan assets, alternative investments, and private fund solutions. The firm's fee structure typically involves a percentage of assets under management, with fees billed quarterly in advance. Corient does not sponsor a wrap fee program but provides portfolio management services to such programs. Additionally, the firm offers personal CFO services, tax planning and compliance, trust services, and asset management strategies. Corient's investment philosophy involves a team approach to investing, with a focus on risk management and continuous monitoring of investment opportunities. The firm does not charge performance-based fees and exercises investment discretion based on clients' individual needs and objectives. Corient has a Code of Ethics in place to ensure high standards of business conduct and fiduciary duty to clients. The firm also discloses its brokerage practices, research soft dollars, client referrals, custody practices, and financial information for transparency and client understanding.