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AMG Wealth Partners Completes myCIO investment

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AMG Wealth Partners, LP, a subsidiary of Affiliated Managers Group has completed its investment in myCIO Wealth Partners (myCIO).

Based in Philadelphia, myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm founded in 2005. Senior partners David Lees, James Biles and Paul Bracaglia lead a team of over 30 professionals providing comprehensive and integrated advice regarding financial, tax and estate planning, asset allocation and investment management to corporate executives, families, endowments, trusts and retirement plans. myCIO offers tailored portfolios and strategies designed to meet clients’ overall financial objectives while seeking to minimise taxes and market risk.
 
As part of the transaction, myCIO’s senior professionals have agreed to long-term commitments with the firm. The terms of the transaction were not disclosed.

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