The CIO Group is an AI-enabled, independent wealth manager that helps identify opportunities and risks which may be invisible to other advisors. Through continuous, whole portfolio assessment and optimization, we seek to increase returns across 100% of your assets.
Traditional Wealth Management practices are outdated.
Advisors cannot see the whole picture.
Fees are too high, as are taxes.
Cash sits idle.
Aggregated portfolios are not balanced.
The CIO Group assesses your complete portfolio—across every asset, advisor, geography and structure—seeking to add value, reduce risk, minimize cost and achieve goals that help protect your wealth legacy.
Turn idle cash into working capital that maximizes returns on every dollar while maintaining liquidity for your needs.
Boost your after-tax returns with intelligent tax strategy. Identify optimal timing to harvest losses while maintaining your desired portfolio allocation.
Stop overpaying for underperformance. Eliminate hidden fees and expensive fund positions that quietly drain your wealth over time.
Restore optimal risk-return balance through strategic rebalancing. Prevent allocation drift that can erode performance and increase unintended portfolio risk.
Identify hidden risks before they impact you. Advanced risk analysis that secures your wealth against market inefficiencies and structural threats.
On average, clients lose 1-2% on their cash balances. The CIO Group views ”cash” as an asset class.
Families overpay for strategies, asset class exposure and advice when cheaper and better options exist.
CIO Group’s analytics and experienced investment team drive meaningful total portfolio improvements.
Filling notable gaps in portfolios can add alpha and diversification without disrupting the work of existing advisors.
POTENTIAL VALUE RANGES OF PORTFOLIO IMPROVEMENTS
Whether you manage your own capital, lead a family office, or advise multiple families, The CIO Group represents the way wealth should be managed. We combine the discipline of institutional investing with the precision of advanced AI to deliver oversight, and help identify potential opportunities across your entire wealth picture.
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