myCIO Disclosure

IMPORTANT DISCLOSURE INFORMATION

myCIO Wealth Partners, LLC ("myCIO") is an SEC registered investment adviser located in Philadelphia, Pennsylvania. myCIO and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which myCIO maintains clients. myCIO may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. myCIO's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of myCIO's web site on the Internet should not be construed by any consumer and/or prospective client as myCIO's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication bymyCIO with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of myCIO, please contact the SEC or the state securities regulators for those states in which myCIO maintains a notice filing. A copy of myCIO's current written disclosure statement discussing myCIO's business operations, services, and fees is available from myCIO upon written request. myCIO does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to myCIO's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by myCIO), will be profitable or equal any historical performance level(s).

Certain portions of myCIO's web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, myCIO (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from myCIO, or from any other investment professional. myCIO is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if myCIO is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of myCIO by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to myCIO's web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from myCIO, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to myCIO's web site, to release and hold harmless myCIO, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from myCIO.

Barron's

Participation in Barron's Top 100 RIA (Registered Investment Adviser) Firms ranking is by invitation only and limited to firms that meet the minimum eligibility requirements. To be considered for inclusion, an adviser must submit a greater than 100-question survey containing factual data about the firm and the individual participant submitting the response.

The formula that Barron's uses to rank advisors is proprietary, but Barron's discloses that participating firms were evaluated in three main categories of calculations; (1 Assets (2) Revenue and (3) Quality of Practice. Firms were ranked on a wide range of quantitative including: types of assets overseen by the firm, growth of the advisor's practices and their client retention. Also considered are a wide range of qualitative factors, including the advisors' experience, their advanced degrees and industry designations, the size, shape, and diversity of their teams, their charitable and philanthropic work and their compliance records. The ranking is not indicative of myCIO's past or future performance. Neither myCIO nor its executives pay a fee to Barron's in exchange for the ranking. Barron's does not disclose how many firms were considered or applied for inclusion on the list. myCIO is not affiliated with Barron's.

Forbes

The Forbes/SHOOK America's Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

As of October 2023, SHOOK received 42,643 nominations, based on thresholds and qualifications. 23,100 nominees were invited to complete SHOOK'S online survey. SHOOK conducted 18,417 telephone interviews, 4,281 in-person interviews at advisors' locations and 1,487 virtual interviews of advisors. myCIO does not pay a fee to Forbes or SHOOK Research to be considered for or included in the rankings. myCIO is not required to be a member of or subscriber to Forbes, SHOOK or any other group to be considered for or included in the rankings. myCIO is not affiliated with Forbes or SHOOK. SHOOK is completely independent and objective and does not receive compensation from the advisors, Firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. SHOOK's research and rankings are not indicative of future performance or representative of any one client's experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data.

Ranking on Forbes Top RIA Firms 2023 is not intended to reflect a ranking or approval of myCIO in any way. myCIO has confirmed inclusion on the Forbes Top RIA Firms ranking for 2023. However, myCIO does not review or confirm the information provided to Forbes, nor does myCIO confirm or review the accuracy of Forbes' ranking. myCIO is unaware of any factor that could call into question the validity of the ranking or of any unfavorable rankings of its individuals. The rating may not be representative of any one client's experience because the rating may not reflect any actual client experience. In addition, the rating is not indicative of myCIO's or individuals' future performance.

The Forbes/SHOOK 2024 ranking of Best-In-State Wealth Advisors (Pennsylvania), developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, mostly gained through telephone and in-person due diligence interviews of advisors, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, service models, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. As of April 2024, SHOOK received 44,990 nominations, based on high thresholds and qualifications. 23,876 nominees were invited to complete SHOOK'S online survey. SHOOK conducted 20,412 telephone interviews and 4,926 in-person interviews of advisors at advisors' locations, and 1,507 virtual interviews. myCIO does not pay a fee to Forbes or SHOOK Research to be considered for or included in the rankings. myCIO is not required to be a member of or subscriber to Forbes, SHOOK or any other group to be considered for or included in the rankings. myCIO is not affiliated with Forbes or SHOOK. SHOOK is completely independent and objective and does not receive compensation from the advisors, advisory firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or any one client's experience.

Individuals ranking on Forbes Best in State Wealth Advisors List 2024 for Pennsylvania East - Private Wealth is not intended to reflect a ranking or approval of myCIO in any way. myCIO has confirmed inclusion on the Forbes Best in State Wealth Advisors List 2024 for Pennsylvania East - Private Wealth ranking. However, myCIO does not review or confirm the information provided to Forbes, nor does myCIO confirm or review the accuracy of Forbes' ranking. myCIO is unaware of any factor that could call into question the validity of the ranking or of any unfavorable rankings of its individuals. The rating may not be representative of any one client's experience because the rating may not reflect any actual client experience. In addition, the rating is not indicative of myCIO's or individuals' future performance.

Philadelphia Business Journal

Presented annually, the Philadelphia Business Journal's CFO of the Year program recognizes financial professionals for outstanding performance in their roles, including demonstrated contributions to their company's growth and/or profitability, success in overcoming business challenges, and influence within the community. They are selected by the Business Journal's editorial board from public nominations and editorial additions.

The Philadelphia Business Journal is the premier media solutions platform for companies strategically targeting business decision makers. The media products provide comprehensive coverage of business news from a local, regional, and national perspective publishing daily stories on its website, social networks and weekly edition available in print and online. The Philadelphia Business Journal is part of American City Business Journals (ACBJ) that delivers a total business audience of over 10 million people via our websites and publications and nearly 1,000 annual industry leading events. ACBJ owns 44 business publications across the country that offers exclusive, in-depth business coverage.