Corient is one of the largest integrated RIAs in the United States. We have 236 partners and more than 1,300 colleagues managing $150 billion for more than 10,000 high- and ultra-high-net-worth clients. We are fiduciaries with an exclusive team of wealth advisors and a combined heritage dating back almost 100 years. Our institutional knowledge spans the full spectrum of planning, investing, lending and money management disciplines. And our unique partnership model was designed to foster professional collaboration aiming to deliver the highest level of excellence to our clients. https://www.cifinancial.com/corient/us/en/disclosure.html