MIO Partners provides investment management to private funds for McKinsey partners, employees, and pension plans. They also offer non-discretionary investment advice to McKinsey partners and alumni, recommending MIO Funds and passive third-party products. MIO's services include wealth building and retirement planning guidance, access to portfolio analytics, and connections to external specialists.
Fee Structure
MIO Partners manages investments for private funds, not directly for individual investors. These funds charge management fees and may have performance-based compensation. MIO does not have a general fee schedule for the MIO Funds. Instead, the fees and expenses associated with investments in the Private Funds vary, depending on the Private Fund, and each Private Fund’s respective Offering Materials describe the applicable fees and expenses for such fund in detail.