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As Nonprofit Investment Advisors and Board Members Ourselves, We Understand the Investment Needs of Nonprofits.

We're excited for the opportunity to help you further your organization's impact by creating an enduring investment program. Schedule a 15-minute introduction with a member of our investment team to get your questions answered.

Let's explore how working together will help you maximize your organization’s financial resources.
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What Best Describes Your Organization's Needs?

Target
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.
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Hand
Replacing a Board-Managed Investment Approach
As a fiduciary dedicated to nonprofits, we partner with your oversight group to build a lasting investment program.
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Target
Switching Investment Advisors
Our difference is an investment management process designed specifically for nonprofits because those are the only clients we serve.
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Join Nonprofits Across the Country

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You're in good company!

See why nonprofits are choosing eCIO over traditional wealth advisors.

SCHEDULE A CONVERSATION

Low-Cost Investment Management

Transparent, Unbiased, Low-Cost Fee Structure.

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Following decades in the investment management industry, we founded eCIO to be different.

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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."
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Rob Roquitte, CFA
eCIO CEO

*Minimum annual fee of $5,000

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eCIO, Inc (“eCIO”) is a registered investment adviser with the Securities and Exchange Commission, located in Madison, Wisconsin. eCIO may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. eCIO’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of eCIO’s web site on the Internet should not be construed by any consumer and/or prospective client as eCIO’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by eCIO with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of eCIO, please contact the state securities regulators for those states in which eCIO maintains a registration filing. A copy of eCIO’s current written disclosure statement discussing eCIO’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from eCIO upon written request. eCIO does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to eCIO’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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