We're dedicated to helping nonprofits of all sizes manage low-cost, enduring investment programs.
WATCH VIDEOWe specialize in nonprofit investing, aiding foundations and endowments with research, consulting, and custom investment solutions to boost outcomes and further missions.
What Best Describes Your Organization's Needs?
Our experienced nonprofit investment advisors manage customized investment programs for nonprofits. We help organizations keep investment costs low and improve board governance.

Rob Roquitte, CFA

Courtney Dean

Phil Waara, CIPM
See why nonprofits are choosing eCIO over traditional wealth advisors.
See why nonprofits are choosing eCIO over traditional wealth advisors.



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