myCIO
We now provide Financial Counseling services to 40 Former and Current Chairman, CEOs and Presidents of Standard & Poors and Fortune 500 Companies.

Why myCIO

Experienced Professionals

myCIO’s and PricewaterhouseCoopers' partners are experienced consultants that have worked with individuals for over 20 years. The majority of our professionals were formerly members of Ernst & Young’s Investment Advisory and Personal Financial Counseling practices in Philadelphia, New York, and Boston. We collectively offer an impressive set of credentials and designations include: MBA, JD, CFA, CPA, CFP, CAIA, AIF, Series 65, and Series 7.

Credibility

We now provide Financial Counseling services to 40 Former and Current Chairman, CEOs and Presidents of Standard & Poors and Fortune 500 Companies.

Comprehensive Advice

myCIO’s core strength is providing investment advice that is integrated and in harmony with our clients’ overall financial picture. Our strong investment experience, combined with our financial planning, legal and accounting backgrounds allow us to meet our client’s unique needs and work effectively with their other advisors.

Trusted Advisors

myCIO’s uncompromising commitment to providing Independent and Objective advice resonates with our clients. They trust us. Many of our clients relayed their past experiences in which they received advice that was biased in some way (i.e. an advisor would recommend a strategy or investment because of a commission, rather that basing the advice on their best interests.) We gain our clients’ confidence because they understand and know that our advice is unbiased. The attainment of their goals is our sole and primary objective with no hidden fees, commissions, agendas, or other conflicts of interest.

Alternative Investments

myCIO has a nationally recognized specialty in reviewing Alternative Investments. Several firm employees are CAIA charter holders (Chartered Alternative Investment Analysts), which is considered the industry standard in the professional designation for review of alternative investments.