You should receive an email with a link to the resource.
We invite you to schedule a complimentary 15-minute conversation with us to ask questions and get guidance on running a successful RFP including:
Are you thinking about issuing an investment management RFP to find a new Advisor?
We've helped 100+ nonprofits establish enduring investment programs.
Learn more about the process of issuing an RFP
a. If you're looking for an easy to use RFP that can be downloaded and customized for your organization needs, download our resource, How to Create an Investment Management RFP for Nonprofits with Sample RFP Template to get started.
a. Finding the right partner to manage your nonprofit's investment program starts with identify firms that have worked with nonprofits in the past, can work with your board as a fiduciary, and offers services designed to make communication with key stakeholders.
a. To objectively compare each completed RFP, you'll want to use a scoring worksheet that allows you to assign a score for each part of the RFP. We've create an evaluate score card that's included in our, "How to Compare, Evaluate, and Score an Investment Management RFP Using an RFP Evaluation Checklist."
See why nonprofits are choosing eCIO over traditional wealth advisors.
Following decades in the investment management industry, we founded eCIO to be different.
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."
Rob Roquitte, CFA
eCIO CEO
