CIO Client Experience

Your Financial Plan

Each CIO client has their own eMoney financial portal. Through this personal financial hub, all client financial accounts are data linked for real time financial planning and analysis. Important financial documents are securely stored in each client's file vault.

Discretionary Investment Management and Plan Monitoring

CIO manages all client accounts on a discretionary basis as an investment fiduciary. A broad understanding of goals, risk tolerance, time horizon and other factors are taken into consideration resulting in an investment strategy and financial plan tailored to each client’s situation.

Annual Review Meetings

Annually in the first quarter of the year, CIO will reach out to schedule a review phone call, Zoom meeting, or meeting (client preference). During our review we cover the holdings and performance of your investment accounts, and the status of your educational, retirement, tax and estate plans. This is also a great time to provide CIO with any financial or personal updates, changes in risk tolerance, or changes in the timing of certain financial events such as planned retirement age.

Personalized Advice and Continuous Service

From new wealth management clients to multi-decade client relationships, CIO is always engaging on a personal level building the trust and confidence our clients deserve while delivering 5-star administrative and operational service.

Let’s Get Started

We welcome the opportunity to have an informal introductory meeting to discuss your financial situation and goals and answer any questions you have about our firm and the wealth management services we provide.

Request An Appointment