WHY myCIO
myCIO is a team of seasoned fiduciary advisors bringing together deep institutional experience, a variety of industry credentials, and a commitment to independence. Trusted by Fortune 500 leaders, families, and institutions alike, we provide comprehensive, objective financial guidance designed to align with each client’s unique goals — with no hidden agendas or commissions.
Experienced Professionals
myCIO's professionals are experienced consultants with many years of experience. The majority of our professionals were formerly members of Ernst & Young's Investment Advisory and PricewaterhouseCoopers' Personal Financial Counseling practices. We collectively offer an impressive set of credentials and designations including: CFA, CPA, CFP, CAIA, AIF, and CIMA.
Credibility
We provide financial counseling services to more than 50 Former and Current Chairmen, CEOs and Presidents of S&P 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. We believe this builds trust us, in contrast to past experiences in which they may have 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, or agendas.
