Personal CIO

myCIO's goal is to serve as a true "Personal Chief Investment Officer (CIO)" on behalf of our clients. myCIO is the former "Ernst & Young Investment Advisory Group" which was separated from Ernst & Young as the result of Sarbanes-Oxley. Our disciplined approach to Comprehensive, Independent, and Objective (CIO) investment advisory services ensures that each portfolio reflects a strategy tailored specifically for each client. Please reference the below listing of investment related services we perform as our client's trusted investment advisor.

Assist in the creation of Investment Policy Statement (IPS) consistent with client's goals and objectives.
Manager / Mutual fund selection and implementation of investment strategy
Ongoing manager/ mutual fund review and due diligence
Manager / Mutual fund replacement, as necessary
Quarterly detailed review of investment performance, including benchmarking of manager/mutual fund performance against relevant indices
Rebalancing of asset allocation as appropriate
Review of alternative investments, including hedge funds and private equity
Ongoing monitoring of realized gain and loss activity and proactive management of portfolio tax implications
Account administration (processing wire letters, journals, trades, etc.)
Concentrated Stock Positions and Exit Strategy
Estate and Wealth Transfer

myCIO Wealth Partners LLC does not sell investment or insurance products. You can be confident that financial planning information and guidance is coming from a truly Comprehensive, Independent, and an Objective source. The only product we sell is advice.