We're dedicated to helping nonprofits of all sizes manage low-cost, enduring investment programs.
WATCH VIDEOWe specialize in nonprofit investing, aiding foundations and endowments with research, consulting, and custom investment solutions to boost outcomes and further missions.
What Best Describes Your Organization's Needs?
Our experienced nonprofit investment advisors manage customized investment programs for nonprofits. We help organizations keep investment costs low and improve board governance.

Rob Roquitte, CFA

Courtney Dean

Phil Waara, CIPM
See why nonprofits are choosing eCIO over traditional wealth advisors.
See why nonprofits are choosing eCIO over traditional wealth advisors.
What Our Clients Are Saying

"eCIO serves as a trusted investment advisor to GLAEF, demonstrating deep expertise in nonprofit and endowment investing. Their disciplined research, strategic counsel, and customized investment solutions have enhanced our investment governance and supported our long-term financial objectives. We value their professionalism, responsiveness, and commitment to understanding the unique needs of mission-driven organizations."
Kerry Franco, President & Chief Deputy of Strategic Partnerships and Innovation
Greater Los Angeles Education Foundation
Testimonials shown are provided by current clients of eCIO. Clients were not compensated for their statements. Testimonials reflect the client’s experience with eCIO and are not indicative of future performance or success. Not all clients have the same experience, and no testimonial should be construed as a guarantee of results.



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