OUR GOAL IS SIMPLE:
Provide clarity, strategy, and confidence in every aspect of your financial life.
At myCIO, we believe wealth management is never one-size-fits-all. That’s why our services are structured to support a wide range of clients — from families seeking guidance on major life decisions, to corporate executives navigating complex compensation, to institutions charged with fiduciary responsibility. Whether you need a Personal CFO, a Family Office partner, or an outsourced CIO for your endowment or retirement plan, we bring the same disciplined, independent, and objective approach to every relationship.
Personal CFO
We provide comprehensive financial planning for individuals and families, addressing retirement, education, investments, taxes, and insurance — serving as your independent Personal CFO or Family Office partner for multigenerational wealth.
Personal CIO
As your Personal Chief Investment Officer, we create tailored investment strategies, oversee managers, review performance, and manage concentrated stock, tax, and estate considerations — with disciplined, independent, and objective advice.
Institutional CIO
We act as outsourced CIO for endowments, trusts, foundations, and benefit plans. Providing policy development, asset allocation, manager due diligence, performance analysis, and fiduciary guidance aligned with long-term goals and responsibilities.
Corporate Executive Financial Planning
Our Fee Only Corporate Executive Financial Planning Services helps leaders navigate stock options, compensation, retirement, estate planning, insurance, and tax strategies — delivering comprehensive, independent financial guidance that supports both personal and organizational success.
Institutional CIO - Retirement Plans
Our firm may serve as independent investment advisors to assist plan trustees of defined benefit and defined contribution plans.
Alternative Investment Consulting
Our advisors evaluate and recommend appropriate alternative investments, including hedge funds and private equity, using deep expertise and CAIA credentials to align strategies with each client’s risk tolerance and goals.
