Sewickley, PA 2605 Nicholson Road Suite 5140 Office

Corient provides investment advisory and financial planning services to a broad client base that includes individual and high‑net‑worth clients, trusts, pension and profit‑sharing plans, charitable organizations, and corporate entities. Services include discretionary and non‑discretionary portfolio management, financial planning and reporting, and specialized offerings through affiliates such as family office, tax, and corporate trustee services.

The firm employs a goals‑based, team investment approach that combines in‑house individual security and fixed‑income strategies with third‑party manager solutions and customized asset allocation. Corient’s Investment Team and committees monitor portfolios continuously and use risk management tools and stress testing (Bloomberg, Aladdin, MSCI, Axioma, etc.) to align exposures with client objectives, and they may incorporate alternative investments, derivatives, and private fund allocations where appropriate.

Distinctive features include affiliated private fund capabilities and related platforms — Corient IA and Segall Bryant & Hamill affiliates advise private funds, Corient Private Access (CoPA) aggregates private fund series via the GLASfunds platform, and the Corient Registered Alternatives Fund (CoRA Fund) is managed by an affiliate. The firm is also affiliated with a FINRA‑approved broker‑dealer (GLASfunds), operates affiliated trust entities, and discloses that Corient GPIII LP is registered as a commodity pool operator with the CFTC and NFA; Corient is majority‑owned indirectly by Mubadala Capital LP (ultimately owned by the Government of Abu Dhabi).