myCIO Wealth Partners

Also known as myCIO

Wealth ManagerPhiladelphia, United StatesFounded 2005
$13.0B
Assets Under Management
Philadelphia
Headquarters

About myCIO Wealth Partners

myCIO is a Comprehensive, Independent and Objective (CIO) advisory firm which provides financial consulting services to over $13 billion dollars of investment assets of Individuals, Families, Endowments, Defined Contribution and Defined Benefit Plans, and Trusts. myCIO serves as both the Chief Investment Officer and Chief Financial Officer for many of its clients and has a specialty in the area of Alternative Investments and fiduciary liability. We now provide financial counseling services to Former and Current Chairmen, CEOs and Presidents of 48 Standard & Poors and Fortune 500 Companies.

Preferred Investment Types

Hedge FundInvestment FundsVenture Capital - Early StageVenture Capital - Later StagePrivate EquityJoint Venture/Partner

Preferred Sectors & Themes

Travel Accommodations & TourismEndowment FundDebt IssuanceCharitable InvestmentsRetirement PlanningLegal & Tax ServicesTrust ManagementWealth & Estate PlanningEquity/Mutual FundsInvestment ManagementConcierge ServicesStartups & ManagementHigh-Level SectorsTourism & HospitalityNon-ProfitFinanceTraditional Investments (Liquid Assets)Financial Services

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

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Frequently asked questions

What type of investor is myCIO Wealth Partners?

myCIO Wealth Partners is a wealth manager based in Philadelphia, United States, managing approximately $13.0B in assets.

Where is myCIO Wealth Partners headquartered?

myCIO Wealth Partners is headquartered in Philadelphia, United States.

How much does myCIO Wealth Partners manage?

myCIO Wealth Partners manages approximately $13.0B in assets under management.

When was myCIO Wealth Partners founded?

myCIO Wealth Partners was founded in 2005.

What does myCIO Wealth Partners invest in?

myCIO Wealth Partners focuses on Hedge Fund, Investment Funds, Venture Capital - Early Stage, Venture Capital - Later Stage, Private Equity, Joint Venture/Partner, Travel Accommodations & Tourism, Endowment Fund.

How can I contact myCIO Wealth Partners?

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