Discover how eCIO assists nonprofits in maximizing their financial resources by managing enduring investment programs tailored to their specific needs.
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.
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.
See why nonprofits are choosing eCIO over traditional wealth advisors.
Following decades in the investment management industry, we founded eCIO to be different.
Our Commitment
Transparent, low fees so your oversight group knows exactly how much you are spending on your investment program. Our advisory fee starts at 0.50%* and declines for larger asset pools.
As a FiduciaryeCIO acts in the best interest of our clients, so we receive no compensation for any recommended investments or service providers.
"When we founded eCIO, our mission was simple: leverage technology to help nonprofits do more with their investments. That same mission continues today as we continue to serve nonprofits across the nation manage enduring investment prorams."
Rob Roquitte, CFA
eCIO CEO
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Schedule a time to speak with a nonprofit investment advisor
Whatever your investment needs, our advisors are here to answer questions or explain your investment options in more detail.
(608) 291-4646 or hello@getecio.com
Select a meeting type:
15-Minute Question & Answer Session
Ask an advisor a question about your current or future investment program.
30-Minute Investment Overview
Learn how eCIO can help your nonprofit establish and enduring investment program.
60-Minute Consultation
Schedule a meeting with your investment committee.
Have a quick investment question?
Submit a question and a nonprofit advisor will respond promptly.
