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We invite you to schedule a complimentary 15-minute conversation with us to ask questions and get guidance on running a successful RFP including:

  • Creating a well-defined RFP process
  • How to ask the right questions
  • Best practices for evaluating proposals

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Before you issue your RFP, chat with us about how to take your organization through the process for a successful outcome.
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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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How to Create an Investment Management RFP for Nonprofits with Sample RFP Template
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