Submit a Request for Proposal (RFP) for Investment Management Services

Invite eCIO to Your Nonprofit's Investment Management RFP!

To receive a tailored investment proposal for your nonprofit organization, use this form to invite eCIO to respond to your Request for Proposal.

Need an RFP Template?
Discover how to craft an investment management RFP and kickstart your process with our guide and ready-to-use RFP template, “How to Create an Investment Management RFP for Nonprofit Organizations with RFP Template.”

Have Questions?
Contact us at hello@getecio.com to arrange a discussion with an advisor before submitting your RFP.

Submit a Request for Proposal
eCIO Investment Committee

Rob Roquitte, CFA

Courtney Dean

Phil Waara, CIPM

Choosing the right investment partner is vital. eCIO is a dedicated advisor to nonprofits. We assist organizations every day in navigating the RFP process. We welcome the opportunity to discuss your investment goals.

We'd love to talk with you about your investment needs.

Schedule a Free RFP Consultation
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