Investment Advisors to Madison Nonprofits

At eCIO, headquartered in Madison, Wisconsin, we take pride in serving the many nonprofits that strengthen our local community. In Madison, a city known for its innovation, education, and civic engagement, we partner as a fiduciary to help organizations steward their assets and maximize financial resources in support of their missions. Working closely with investment committees and staff, eCIO provides disciplined management, transparent reporting, and governance partnership to ensure that investments reflect the same integrity and forward-looking vision that define our hometown.

Your Nonprofit Deserves a Specialized Fiduciary Investment Partner

Learn how eCIO helps nonprofits strengthen governance, enhance oversight, and align investments with your mission.

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Helping Nonprofits in Madison
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Our advisory team partners with your organization every step of the way to set up an investment program designed for you.

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Meet Your Nonprofit Investment Advisors

Our experienced nonprofit investment advisors manage customized investment programs for nonprofits. We help organizations keep investment costs low and improve board governance.

Managing Nonprofit Investments in Madison and Across the Country

Speak to one of our partners today to learn more about how we can work together.

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Join Nonprofits Nationwide

EZ RideSt. Johns RiverkeeperOdyssey HouseNational Skills CoalitionHouston Arboretum & Nature CenterWisTAFPeninsula Friends of the LibraryFamily Service MadisonFirst Amendment CoalitionLeo Baeck InstituteMadison Gas and ElectricThe Wildlife SocietyAggieland Humane SocietyAmerican Institute of the History of Pharmacy (AIHP)Hillel at the University of WisconsinRedwood City Education FoundationMinnesota Aviation Hall of FameGreater Los Angeles Education FoundationStowe Land TrustTransition Habitat ConservancyGlacier's Edge Council, Boy Scouts of AmericaAMERIPENReach DaneBloomington Montessori SchoolHopeSourceSan Francisco Youth TheatreGenesys WorksSouth Coast Botanic GardenCommunity Living ConnectionsMadison International PartnersLaw ForwardBayview FoundationBig Brothers Big Sisters of Broward CountyPathways for ChangeRockbridge Regional Library SystemNew Jersey Association of Wildlife RehabilitatorsGio's GardenVeterans Guest HouseWoodford Cedar Run Wildlife RefugePlains Art MuseumCelebrate Children FoundationWestern Arts AllianceThe Victorian SocietyWomen As OneGulf Coast Bird ObservatoryArizona Latin American Medical Association
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You're in good company!

See why nonprofits are choosing eCIO over traditional wealth advisors.

You're in good company!

See why nonprofits are choosing eCIO over traditional wealth advisors.

What Best Describes Your Organization's Needs?

Starting a New Investment Account

Our nonprofit investment advisors will partner with your organization at every step to create an investment program designed for you.

Replacing a Board Managed  Approach

As a fiduciary dedicated to nonprofits, we partner with your organization to build an enduring investment program.

Switching Investment Advisors

Our unique approach lies in an investment management process tailored exclusively for nonprofits - the only clients we serve.

Discover how eCIO can empower your Madison nonprofit to achieve its financial goals.

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