Corient

Corient provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, corporations, pension and profit‑sharing plans, charitable organizations, and other entities. Services are delivered on both a discretionary and non‑discretionary basis and supplemented through affiliated offerings for family office, tax, and trust services.

The firm uses a team‑based, goals‑driven investment process that combines internally managed strategies with third‑party managers and separately managed accounts, and applies a structured five‑pillar due‑diligence framework (Firm, Team, Philosophy, Process, Performance) to external managers. Corient’s risk management practices include factor‑based analysis, stress testing, and ongoing monitoring, and portfolios may include equities, fixed income, structured notes, derivatives, and allocations to private and alternative investments.

Compared with many peers, Corient operates additional, less common broker‑dealer and commodity capabilities: an affiliated FINRA‑approved broker‑dealer (GLASfunds Holdings LLC) and Corient GP III, which is registered as a commodity pool operator (CPO) with the CFTC and a member of the NFA, enabling pooled commodity and other alternative strategies. The firm is also vertically integrated through affiliates that offer family office services, tax planning, and a South Dakota–chartered corporate trustee, and its ownership structure is disclosed as ultimately tied to Mubadala Capital LP and entities owned by the Government of Abu Dhabi.