Investment Advisors to Madison Nonprofits

At eCIO, headquartered in Madison, Wisconsin, we take pride in serving the many nonprofits that strengthen our local community. In Madison, a city known for its innovation, education, and civic engagement, we partner as a fiduciary to help organizations steward their assets and maximize financial resources in support of their missions. Working closely with investment committees and staff, eCIO provides disciplined management, transparent reporting, and governance partnership to ensure that investments reflect the same integrity and forward-looking vision that define our hometown.

Your Nonprofit Deserves a Specialized Fiduciary Investment Partner

Learn how eCIO helps nonprofits strengthen governance, enhance oversight, and align investments with your mission.

REQUEST MORE INFORMATION

Helping Nonprofits in Madison
‍
Our advisory team partners with your organization every step of the way to set up an investment program designed for you.

‍

‍

SCHEDULE A MEETING
Meet Your Nonprofit Investment Advisors Serving Madison

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

READ OUR STORY & MEET THE TEAM

Managing Nonprofit Investments in Madison and Across the Country

Speak to one of our partners today to learn more about how we can work together.

REQUEST MORE INFORMATION

You're in good company!

See why nonprofits are choosing eCIO over traditional wealth advisors.

TALK WITH AN ADVISOR

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.

WATCH VIDEO

Replacing a Board Managed  Approach

As a fiduciary dedicated to nonprofits, we partner with your organization to build an enduring investment program.

WATCH VIDEO

Switching Investment Advisors

Our unique approach lies in an investment management process tailored exclusively for nonprofits - the only clients we serve.

WATCH VIDEO

Discover how eCIO can empower your Madison nonprofit to achieve its financial goals.

REQUEST MORE INFORMATION
Legal
Privacy Policy

For eCIO's ADVs and Client Relationship Summary click here.

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Service, Data Processing Agreement, and Privacy Policy.

‍

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.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.