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myCIO Wealth Partners LLC

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myCIO Wealth Partners LLC

Mission statement:

Our mission statement is based on two simple guiding principles

INDEPENDENCE
Independence is our core competency and is the basic tenet of our mission statement. We truly believe our conflict-free approach is the most effective Wealth Advisory solution for our clients.

PARTNERSHIP
myCIO truly partners with its clients. We have modeled our 401(k) and profit sharing with the same choices of Investments we offer to our clients. With respect to Alternative Investments, myCIO Partners invest side by side, in the same Alternative Investments we recommend to our clients.

Overview:

myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $6.4 billion dollar of investment assets of Individuals, Families, Endowments, Defined Contribution and Defined Benefit Plans and Trusts. myCIO was formerly Ernst & Young’s Philadelphia Investment Advisory Practice. .

myCIO serves as the Chief Investment Officer (CIO) for many of its clients and has a specialty in the Alternative Investment area and fiduciary liability. We now provide Financial Counseling services to 40 Former and Current Chairman, CEOs and Presidents of Standard & Poors and Fortune 500 Companies.

myCIO Wealth Partners was formed as the result of Ernst & Young’s decision to exit the Investment Advisory and Wealth Advisory services as of July 1, 2005 as the result of Sarbanes-Oxley. myCIO is one of the largest completely Independent Wealth Management firms in the country and is Nationally recognized as a leader in Independent Objective advice. In 2007, former PricewaterhouseCoopers personnel joined myCIO when their former firm also decided to exit the investment advisory business.

Minimum Investable Assets: $2 million

Net Worth of largest client: $1.9 billion

Asset Under Management: $2.7 billion

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