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 Advisors

We 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?

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 Investment 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.

Join Nonprofits Nationwide

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 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

Recent News & Resources

Three Pillars of a Strong Nonprofit Endowment

You've Received an Unrestricted Grant! Now What?

How to Structure Nonprofit Investment Accounts: 3 Steps to Implementing a Bucket Approach

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.