Running an organization is tough. But managing your investments doesn't have to be.
Meet eCIO:
The Outsourced Investment Officer for nonprofits, endowments & foundations
Experienced OCIO Advisors
We've helped many organizations across the country create investment programs designed for boards & committees.
Fiduciary Investment Partner
Our client’s interests come first before anyone else. Our advisors are dedicated to your success.
Improve Oversight Governance
Access investment documents and meeting minutes in a centralized, cloud-based platform.
Expect more from your investment advisor
Gain access to customized investment resources typically reserved for larger organizations.
See why nonprofits across the country are choosing eCIO over traditional wealth advisors.
eCIO helps nonprofits create an investment program designed to be managed by boards and oversight groups.
Our OCIO Intro Kit contains more information about how we're helping organizations across the country establish low-cost, customized investment programs.
Our Intro Kit Includes:
©2020 eCIO, Inc.
All rights reserved.
https://getecio.com · hello@getecio.com · (608) 291-4646
821 E Washington Ave Suite 200 Madison, WI 53703CRD# 301432
By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Service and Privacy Policy.
*The client list provided is a partial list of current clients. All listed clients have given their permission to be listed and were chosen fairly and equally. The partial client list is not be used as a reference, or to endorse our firm, or to express approval or disapproval of our firm.eCIO, Inc (“eCIO”) is a registered investment adviser located in Madison, Wisconsin. eCIO may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. eCIO’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of eCIO’s web site on the Internet should not be construed by any consumer and/or prospective client as eCIO’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by eCIO with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of eCIO, please contact the state securities regulators for those states in which eCIO maintains a registration filing. A copy of eCIO’s current written disclosure statement discussing eCIO’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from eCIO upon written request. eCIO does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to eCIO’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.