The Two-Firm Platform
Clients engage our Wealth Management business in one of two ways, or in a deliberate combination of both: as commission-based brokerage clients of Corinthian Partners, L.L.C., whose accounts are carried on a fully disclosed basis by RBC Capital Markets, LLC; or as fee-based advisory clients of Corinthian Partners Asset Management, LLC, the firm’s SEC-registered investment-adviser affiliate.
The distinction, between brokerage and advisory, is material, and we treat it so. Before any relationship is formalized, our advisors set out in writing the applicable standard of care, fee structure, scope of services, and potential conflicts, so that the client may choose deliberately and with the benefit of complete disclosure.
How We Work
Every relationship begins with a deliberate conversation about circumstances, obligations, and time horizon. From that conversation we build portfolio strategy, not from a firmwide model portfolio, but from the particulars of the client’s situation. The strategy is then stewarded, reviewed on a defined cadence, and updated as circumstances warrant.
We are mindful that wealth is, ultimately, the economic expression of a life. We treat that premise seriously, and we are selective about the clients with whom we undertake the work.