eCIO is privileged to partner with many amazing foundations, endowments, and nonprofits that support inspiring missions critical to the well-being of communities around the world.
eCIO’s Investment Advisory Services:
A sound investment program is key to maximizing your financial resources so you can further your mission.
Your investment program is built on 3 pillars - Governance, Investments, and Communication.
We ensure you have current and strong policy documents including an Investment Policy Statement and that these are always easily accessible to your oversight group.
We help you put into place and preserve an investment program that survives normal staff and board member turnover that organizations experience. A strong program starts with establishing best fiduciary practices modeled after the largest nonprofit institutions.
Our advisory team provides ongoing education to your committee and board members on topics related to investment and governance policies. Experienced in working with donors, we will help with documents, reporting and campaign communications.
Through our proprietary survey and meetings with your oversight group our advisors establish the purpose, needs, and risk capacity of your funds and help your members reach consensus on key investment decisions to be made.
Our team conducts an asset allocation study for you so we can recommend a specific portfolio that will maximize return for a given level of risk. Asset allocation drives 90%+ of your investment return so we’ll help your group be confident about how your portfolio is invested.
Based on your preferences, we guide your selection of appropriate investment strategies from available passive index-based funds, ESG/SRI strategies, or separately managed accounts. We provide education to your board of the investments selected, allowing all stakeholders to understand the portfolio.
Our reporting is designed specifically for endowment, foundation and nonprofit committees, and board members, to make sure you have the information you need to fulfill your fiduciary responsibilities and track the progress of your investments.
Our advisors have worked together for many years and take a team approach to managing client portfolios. You will have a primary relationship manager as well as easy access to the entire team and we are always available by phone, email, or Zoom meetings.
eCIO created the industry’s first communication platform designed specifically for nonprofit organizations and their investment programs. Your oversight group will have 24/7 access to your investment program information. The eCIO portal also serves as a secure, online platform that enables your committee and board members to drive better communication, organization, and collaboration.
Policy Documents
Best Practices
Education & Donor Support
Needs Assessment
Asset Allocation
Investment Selection
Proactive Reporting
Advisor Team Access
Oversight Member Hub
We ensure you have current and strong policy documents including an Investment Policy Statement and that these are always easily accessible to your oversight group.
See why nonprofits are choosing eCIO over traditional wealth advisors.
See why organizations are choosing eCIO
We build portfolios from leading investment providers including Vanguard, Schwab, & Blackrock.
View the current asset allocation of a portfolio against predefined targets so your clients know they are on track.
Monitor the returns of current holdings so clients understand how their underlying investment strategies are performing.
See how a portfolio has grown over time so clients recognize the value in a long-term investment plan.
Review all holdings by account and in aggregate so clients know exactly what they own.
How much do we need to get started answer.
Are you a fiduciary advisor answer.
Do you provide a client protal
How much does it cost answer.
Do you specialize in nonprofits?
Answer.
Answer
Answer
Answer
eCIO is privileged to partner with many amazing foundations, endowments, and nonprofits that support inspiring missions critical to the well-being of communities around the world including many religious organizations.
eCIO’s Investment Advisory Services:
Download a PDF Overview of eCIO's Investment Offerings
