A complete list of active advisors currently associated with MyCIO WEALTH PARTNERS, LLC

Warmer can help you find a great advisor at MyCIO WEALTH PARTNERS, LLC or one who fits your needs even better.

myCIO Wealth Partners, LLC is an SEC-registered investment adviser serving high-net-worth individuals, business entities, trusts, estates, charitable organizations, and pension and profit-sharing plans, generally requiring at least $1,000,000 of investable assets. The firm offers portfolio management, Personal and Institutional Chief Investment Officer (CIO) services, retirement plan consulting, standalone financial planning and tax preparation, and advice on private investment funds and non-traded REITs. The firm’s asset base is overwhelmingly managed on a non-discretionary basis — its brochure reports roughly $15.08 billion in non-discretionary AUM versus about $694 million discretionary — so myCIO typically provides recommendations that clients must approve before trades are executed. Investment implementation blends mutual funds and ETFs, allocations to affiliated and unaffiliated private funds, use of independent managers and sub-advisors, and periodic monitoring, due diligence, and rebalancing tailored to each client’s objectives. Compared with many large advisory firms, myCIO’s combination of very high non-discretionary AUM and a client roster focused on high-net-worth and institutional clients (with no emphasis on non-HNW retail individuals) is a distinctive operating profile that affects trade execution and client decision timing. The firm also sponsors affiliated pooled funds through a wholly owned affiliate and has an equity interest holder in Affiliated Managers Group (AMG) while maintaining that operational autonomy, arrangements disclosed in the brochure and managed through stated conflicts-of-interest procedures.

To learn more about the advisors currently working at MyCIO WEALTH PARTNERS, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.