Swipe to explore
In partnership with wealth aggregator Private Wealth Systems (PWS), we help you analyze your entire financial universe across custodians, asset classes, and jurisdictions.
PWS proactively identifies and corrects over $400 million in bank and custodian errors annually, achieving 99% reconciliation accuracy.
This transparency gives your family and advisors the ability to make better-informed investment and big-picture decisions.
CIO Group uses COLOR, our proprietary AI-powered analytics platform, to deliver institutional precision that identifies hidden inefficiencies, unmanaged risks, and untapped opportunities in ways that traditional reporting cannot.
We layer this intelligence with the judgement of our highly respected CIO team to deliver deep, data-driven insights.
Insight enables actions that optimize portfolios and outcomes.
We aim to turn intelligence into measurable improvements that protect and grow your wealth in line with your family's goals.
We seek to deliver objective, tailored recommendations from asset allocation shifts to fee savings and manage the full implementation process.
In partnership with wealth aggregator Private Wealth Systems (PWS), we help you analyze your entire financial universe across custodians, asset classes, and jurisdictions.
PWS proactively identifies and corrects over $400 million in bank and custodian errors annually, achieving 99% reconciliation accuracy.
This transparency gives your family and advisors the ability to make better-informed investment and big-picture decisions.
CIO Group uses COLOR, our proprietary AI-powered analytics platform, to deliver institutional precision that identifies hidden inefficiencies, unmanaged risks, and untapped opportunities in ways that traditional reporting cannot.
We layer this intelligence with the judgement of our highly respected CIO team to deliver deep, data-driven insights.
Insight enables actions that optimize portfolios and outcomes.
We aim to turn intelligence into measurable improvements that protect and grow your wealth in line with your family's goals.
We seek to deliver objective, tailored recommendations from asset allocation shifts to fee savings and manage the full implementation process.
Substantial wealth demands institutional-caliber management. At The CIO Group, we've built four flexible engagement models to address the full spectrum of complex family wealth needs.
Each model works in partnership with your other advisors and provides you with CIO Group insights on 100% of your assets.
Complete discretionary management with our institutional-grade investment process
Strategic management of select assets to complement your existing advisors
Dedicated optimization of your cash holdings across all custodians
Comprehensive portfolio oversight and recommendations without investment discretion
