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Investments in securities are Not FDIC insured, Not Bank Guaranteed, and May Lose Value. Investing involves risk, including the possible loss of principal. Before investing, consider your investment objectives and the fees and expenses charged.Past performance as well as any projection target, or forecast used or discussed in these materials are not indicative or a guarantee of future or likely performance of any investment product. Statements may be forward looking and are not intended as specific investment advice or guarantees of future performance. Such forward-looking statements are estimates necessarily involve known and unknown risks and uncertainties, which may cause actual performance and financial results in future periods to differ materially from any projections of future performance or result expressed or implied by such statements. Actual events or results or actual performance of any investment may differ materially from those reflected or contemplated in such forward-looking statements as a result of factors that are beyond the control of CIO Capital Group LLC and their respective affiliates, members, partners, stockholders, managers directors, officers, employees or agents. As a result, investors should not rely on such forward-looking statements in making their investment decisions.Advisory services are offered through CIO Capital Group LLC ("CIO Group"), an SEC registered investment adviser. By using this website, you accept our Terms of Use and Privacy Policy. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of CIO Group's investment advisory services. CIO Group is not a bank or depository institution licensed in any jurisdiction. All product and company names are trademarks or registered️® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them. For more details about CIO Group, please see the Form CRS, Form ADV 2A, and Privacy Policy.Brokerage accounts for CIO Group clients are established at Fidelity Brokerage Services LLC, Goldman Sachs Custody Solutions, or StoneX Financial Inc, an unaffiliated third-party SEC registered broker-dealer that is a member of the Financial Industry Regulatory Authority (www.finra.org) and the Securities Investor Protection Corporation (www.sipc.org). Fidelity Brokerage Services LLC, Goldman Sachs Custody Solutions, or StoneX Financial Inc provides clearing and execution services and serves as qualified custodian for advisory assets of CIO Group clients.Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.Note: our use of the term AI refers to all artificial intelligence models used including large language models, proprietary economic models that incorporate regression or dynamic factors, and machine learning methods like supervised learning."Award-winning performance" refers to individual team member achievements at prior firms. Team members were recognized as World's Best Chief Investment Office (PWM) and for Best Private Bank for Big Data Analytics and AI (PWM Wealth Tech Awards).

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Clarity • Insight • Optimization

David Bailin

Founder & CEO

David brings decades of industry leadership to The CIO Group having designed and managed Citi Private Bank’s $190 Billion investment platform. David is known for pioneering, award-winning discretionary strategies that contributed to the growth of Citi Wealth’s asset management business.