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myCIO Wealth Partners
Institutional Wealth Manager,Multi-Family Office
Comprehensive, independent, and objective financial advisory firm specializing in consulting services for over $12.9 billion in investment assets. Serves individuals, families, endowments, defined contribution and benefit plans, and trusts.
Overview and Management
Establishment Year
2005
Mission
To provide independent, objective, and comprehensive financial counseling services.
Values
Independence, objectivity, and client-centered advice without hidden fees or commissions.
Investment Roles
Intermediary,Direct Investor
Participant Demographics
Serves individuals, families, endowments, defined contribution and benefit plans, and trusts. Also provides financial counseling to over 50 former and current chairmen, CEOs, and presidents of S&P and Fortune 500 companies.
Generational Wealth Planning
Focus on wealth transfer planning, business succession planning, and addressing wealth management concerns for future generations.
Risk Tolerance
Tailored advice based on client needs, with a focus on fiduciary liability and alternative investments.
References or Case Studies
Team Experience
Team comprises professionals with credentials like CFA, CPA, CFP, CAIA, AIF, and CIMA, with prior experience at Ernst & Young and PricewaterhouseCoopers.
Notable Achievements
Ranked 9th by Forbes' America's Top RIA Firms (2023) and 72nd in Barron's Top 100 RIA Firms (2024).
Project Track Record
Offers services to over 50 S&P and Fortune 500 leaders.
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
Compliance History
info@myciowp.com
Phone Number
267-295-2280
Address
Philadelphia United States