NEWS

The APTA is proud to announce Corient as the Official Wealth Partner of the APTA and presenting sponsor of the 2024-2025 APTA Tour.      

Corient is one of the largest integrated registered investment advisors (RIAs)  in the United States—with advisors across the country who have knowledge spanning the full spectrum of planning, investing, lending, and money management disciplines. 

Corient centers wealth management around you. They combine the service, creativity, and objective advice of a boutique with the power of experienced advisors, extensive capabilities, and custom-built strategies to create a differentiated wealth experience. 

As fee-only fiduciaries, Corient is duty-bound to put their clients first. And as dedicated professionals, they focus on exceeding expectations, simplifying lives, and establishing lasting legacies. 

Corient helps wealthy individuals and families of all types who are looking to enjoy a full life, preserve wealth for future generations, and provide for the people, causes,     and communities they care about.

Corient has experience navigating the complexities that can come with extensive          assets and the challenges that can get in the way of success. They work collaboratively, putting the power of their collective knowledge and resources into creating a wealth plan suited to your goals.

Corient is excited to partner with the APTA because—whether as advisors to our members or as members themselves—they are already part of the APTA community.    

For more information on Corient, please visit www.corient.com. 

Advisory services are offered through Corient Private Wealth LLC and its affiliates, each being a registered investment adviser (“RIA”) regulated by the U.S. Securities and Exchange Commission (“SEC”). For a complete discussion of the scope of advisory services offered, fees, and other disclosures, please review the RIA’s Disclosure Brochure (Form ADV Part 2A) and Form CRS, available upon request from the RIA and online at https://adviserinfo.sec.gov/.