The CIO Group, a new wealth intelligence firm, today announced its official launch. Founded by David Bailin, former Global Head and Chief Investment Officer of Citi Wealth, alongside a senior team drawn from the world’s top banks, investment boutiques, and family offices, CIOG delivers Total Wealth Intelligence — a new paradigm in portfolio management powered by a powerful combination of proprietary artificial intelligence and decades of investing experience.
With its proprietary technology and industry-leading investment experience, CIO Group client portfolios focus on growth industries, reflect shifting macroeconomic trends, weight elements based on relative market valuations, and take advantage of market dislocations. CIO Group advises clients on their total wealth, improving portfolio results by reducing fees, improving cash returns, eliminating redundant market exposures, and increasing diversification, all while working with other advisors and family office CIOs.
At the center of CIOG’s business is COLOR, our proprietary AI-powered analytics engine that decodes a client’s total portfolio with unprecedented transparency. COLOR allows the CIO Group to advise or manage portfolios with increased tax efficiency and fewer hidden risks. CIOG’s leadership team works side by side with clients and their advisors to act on its insights to optimize performance and increase portfolio efficiency.
“Artificial intelligence enables the CIO Group to assess every element of client portfolios and access vast industry data sources. We utilize our proprietary active asset allocation to craft portfolios with components that are chosen for their specificity, fee efficiency and tax mitigation,” said David Bailin, Founder and CEO of the CIO Group. “We believe we can identify hundreds of basis points in incremental return opportunities across every dimension of a client’s wealth – a process that provides clarity, insight, and optimization.”
CIOG is designed to work cooperatively with advisors, wealth owners and families that seek independent institutional-grade expertise as they adopt COLOR, our total wealth intelligence engine.
After reviewing the top data aggregation platforms, The CIO Group has formed a strategic relationship with Private Wealth Systems (PWS). PWS is unique in its ability to delivery data that is more accurate, more comprehensive and provided more timely than other aggregation or reporting platforms. We know the best advice requires the best data and PWS is acknowledged throughout the wealth industry to have the most accurate data.
For current and future PWS clients, CIOG provides critical and timely portfolio insights while maintaining robust security and privacy. This foundation of trust allows CIOG to deliver:
- Holistic portfolio diagnostics including diversification analysis, fee benchmarking, and stress testing.
- Cash yield optimization, ensuring clients earn competitive returns on all liquid assets.
- Fee minimization, identifying ways to reduce portfolio management costs.
- Risk mitigation strategies, to identify concentration risks across multiple advisor and portfolio positions.
- Tactical asset allocation recommendations, shifting exposures dynamically in response to market and valuation signals.
- Strategic advisory, providing clarity around private equity, credit, and alternative allocations, competitive return analysis and improved benchmarking.
David Bailin and Steven Wieting Resume Weekly Market Commentary on “THE POINT”
Beginning Thursday, October 9th at 11:30 AM EST, David Bailin and Steven Wieting will resume their acclaimed weekly market analysis series, now under “THE POINT” banner. Their weekly 30-minute live sessions will deliver unfiltered market intelligence, real-time portfolio positioning insights, and actionable perspectives — delivering CIOG’s Total Wealth Intelligence to a broader audience of serious investors. Replays will be available to CIOG and PWS clients on mobile and web.
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