Philadelphia, PA Cira Centre Office

MyCIO Wealth Partners provides investment advisory and related planning services to high-net-worth individuals, trusts, estates, pension and profit‑sharing plans, and charitable organizations. The firm offers both discretionary and non‑discretionary portfolio management, financial planning, retirement plan consulting, tax preparation, and personal and institutional Chief Investment Officer (CIO) services.

Portfolios are implemented across mutual funds, exchange‑traded funds, private investment funds, non‑traded REITs, sub‑advisors and independent managers, and the firm may recommend alternative investments including hedge funds and private equity. MyCIO operates predominantly on a non‑discretionary basis — reporting roughly $693.6 million in discretionary assets versus about $15.09 billion in non‑discretionary assets — and focuses on recommending and monitoring allocations rather than exercising unilateral trade authority for most client assets.

Distinctive features include the firm’s role in sponsoring and advising multiple affiliated private pooled vehicles (for example, REF Partners, RUS Partners, BRP II, RSPAC Partners and RSDF Partners) and a related entity, myCIO Hedge Fund Advisors, LLC, that is registered as a commodity pool operator with the CFTC/NFA as general partner to those funds. The firm also operates with an ownership stake held by AMG while maintaining operational autonomy, and its client base is concentrated toward high‑net‑worth investors (the brochure indicates a typical $1,000,000 investible asset threshold), rather than retail non‑HNW individual accounts.