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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 107-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 and ranked on a wide range of quantitative and qualitative data, including: assets overseen by the firm, revenue generated by the firm, level of technology spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. 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.

Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

Forbes

The Forbes/SHOOK 2020 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, 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 January 2020, SHOOK received 32,000 nominations, based on thresholds and qualifications. 7,556 nominees were invited to complete SHOOK’S online survey. SHOOK conducted 11,864 telephone interviews and 2,336 in-person interviews of advisors at advisors’ locations.

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.

Financial Times

The Financial Times ("FT") 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is subjective and is based on data gathered from Registered Investment Adviser ("RIA") firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, industry credentials of staff, and online accessibility. To qualify for the FT 300, a firm must meet minimum criteria and submit an online application. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

 

 

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