myCIO Wealth Partners
Information by Research Trustfinance
Founded in 2005, myCIO Wealth Partners was established by senior partners who spun out of the "Big Four" accounting and consulting firm, Ernst & Young. The company operates as a comprehensive, independent, and employee-owned firm dedicated to providing objective advice on all financial matters. Acting as a personal Chief Investment Officer (CIO) for its clients, myCIO manages all aspects of their financial lives, including investment management, financial planning, and family office services for high-net-worth individuals, families, foundations, and endowments.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial
HQ Location