Are You Issuing An RFP?

We can help! eCIO has participated in many RFPs.

Thanks for Your Interest in eCIO's RFP Resources

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Before you go...

We've helped hundreds of nonprofit organizations find investment partners for their organizations.

We can help you, too!

For many nonprofits, the process of hiring an investment advisor can be a long, arduous process. That's where we can help!

We'd love to talk with you about your organizations specific needs and share all our resources with you so you can streamline the process of hiring an investment firm and get back to focusing on your mission.

  • Review your investment options - Learn if an RFP is right for your organization
  • Get everyone on the same page - Ensure you've set the right expectations for your team.
  • Ensure you ask the right questions - It's better to ask the right questions
  • Find qualified advisors
  • Create a framework to objectively compare response

Schedule a short call with us to help ensure you're setup for sucess.

Join Organizations 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 organizations are choosing eCIO

Popular RFP Resources

Ask an Advisor a Question

Have a quick investment question?

Submit a question and a nonprofit advisor will respond promptly.