Investment Advisors to San Francisco Nonprofits

At eCIO, we work with San Francisco nonprofits as a fiduciary partner, helping them align investments with mission and long-term financial health. In San Francisco, where innovation and social purpose intersect, we collaborate with investment oversight groups and staff to build resilient, transparent investment programs. eCIO helps organizations steward their assets with the same focus and forward-looking mindset that drive their city’s impact on the world.

Your Nonprofit Deserves a Specialized Fiduciary Investment Partner

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

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

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Meet Your Nonprofit Investment Advisors Serving San Francisco

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

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Managing Nonprofit Investments in San Francisco and Across the Country

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

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You're in good company!

See why nonprofits are choosing eCIO over traditional wealth advisors.

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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.

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Replacing a Board Managed  Approach

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

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Switching Investment Advisors

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

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

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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.

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.