Some of the benefits of working with Corient include:
Customization
Sophisticated investment advice and customized portfolio management.
Objectivity
Triple layer of objectivity as Corient’s advisory service is separate from both the custody of your assets and the creation of the instruments in which you invest
Diverse Offerings
Broad and diverse platform of private equity offerings often not available to clients of larger institutions
Independent Network
Access to investment banking, commercial banking and insurance solutions through our extensive independent network
Collaboration
Coordination and collaboration between Corient and your other advisors
Safekeeping of Assets
Safekeeping of your assets with a major financial institution with whom we partner for custody services
Comprehensive Reporting
Comprehensive reporting on all your assets, regardless of where they are held, made possible by enhanced and secure technology
Best-in-class technology
Best-in-class technology, allowing for superior access to research and reporting on performance
The key to all these benefits is the high quality personal service and attention that our team is committed to providing.