Corient Capital Partners, LLC

Corient Capital Partners, LLC is a registered investment advisor based in California, wholly owned by CI Private Wealth US, LLC. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, corporations, and business entities. Corient acts as a fiduciary, committed to acting in the best interest of its clients and managing all potential conflicts of interest. The firm provides wealth management services, including discretionary management of investment portfolios, financial planning, and consulting services. Corient may recommend alternative investments and private placement securities to accredited investors, with a focus on long-term investment strategies. The firm may also recommend the use of independent managers for certain investment portfolios. Corient charges a management fee of up to 1.50% of assets under management, billed quarterly in advance. The firm does not participate in wrap fee programs and manages over $4.9 billion in assets as of December 31, 2021. Corient has a Code of Ethics in place to guide its fiduciary commitment to clients and has implemented policies to address personal trading and proxy voting. The firm engages in soft dollar arrangements and recommends Fidelity as a custodian for client accounts. Corient conducts regular reviews of client accounts and has a privacy policy in place to protect client information. Clients can contact the firm for more information or to request a copy of the Privacy Policy.