The Chief Investment Officer for Nonprofits

We manage customized investment programs for nonprofits across the country.

We're dedicated to helping nonprofits of all sizes manage low-cost, enduring investment programs.


The Chief Investment Officer for Nonprofits

Your Enduring Investment Program Starts Here


Dedicated to Nonprofits



Your Trusted

Fiduciary Partner


Created for You

Nonprofit Investment Management

Nonprofits, Endowments, Foundations, and Religious Organizations select eCIO for our deep understanding of their unique investment needs.

What Best Describes Your Organization's Needs?

Starting a New Investment Account
Our advisory team will partner with your organization every step of the way to set up an investment program designed for you.
Replacing a Board-Managed Investment Approach
As a fiduciary dedicated to nonprofits, we partner with your oversight group to build a lasting investment program.
Switching Investment Advisors
Our difference is an investment management process designed specifically for nonprofits because those are the only clients we serve.

Join Nonprofits Across the Country

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.

Meet Your Nonprofit Investment Advisors

Our experienced 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

Ben Heidemann

Recent News & Resources

The Alternative to an RFP: A Simplified Approach to Selecting Your Investment Advisor

Should You Issue an RFP to Select Your Next Investment Advisor

5 Reasons Nonprofits Should Rethink Hiring a Local Financial Advisor

View All Posts

Ready for the Next Step?

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

Schedule a demo:

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.

Ask an Advisor a Question

Have a quick investment question?

Submit a question and a nonprofit advisor will respond promptly.