Overview

myCIO Wealth Partners

Information by Research Trustfinance

https://www.mycio.com/

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.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service