Starting a New Investment Account?

Establishing an investment fund shouldn't be complicated. A good start is finding an investment advisor that specializes in nonprofit investment management.

Watch
"Nonprofit Investment Management"
by Phil Waara, CIPM

Phil Waara, CIPM
eCIO Investment Advisor

The Investment Program Every Nonprofit Deserves

A sound investment program is key to maximizing your financial resources so you can further your mission.

Your investment program is built on 3 pillars - Governance, Investments, and Communication.

Pillar One: Governance

Policy Documents

We ensure you have current and strong policy documents including an Investment Policy Statement and that these are always easily accessible to your oversight group.

Best Practices

We help you put into place and preserve an investment program that survives normal staff and board member turnover that organizations experience. A strong program starts with establishing best fiduciary practices modeled after the largest nonprofit institutions.

Education & Donor Support

Our advisory team provides ongoing education to your committee and board members on topics related to investment and governance policies. Experienced in working with donors, we will help with documents, reporting and campaign communications.

Pillar Two: Investments

Needs Assessment

Through our proprietary survey and meetings with your oversight group our advisors establish the purpose, needs, and risk capacity of your funds and help your members reach consensus on key investment decisions to be made.

Asset Allocation

Our team conducts an asset allocation study for you so we can recommend a specific portfolio that will maximize return for a given level of risk. Asset allocation drives 90%+ of your investment return so we’ll help your group be confident about how your portfolio is invested.

Investment Selection

Based on your preferences, we guide your selection of appropriate investment strategies from available passive index-based funds, ESG/SRI strategies, or separately managed accounts. We provide education to your board of the investments selected, allowing all stakeholders to understand the portfolio.

Pillar Three: Communication

Proactive Reporting

Our reporting is designed specifically for endowment, foundation and nonprofit committees, and board members, to make sure you have the information you need to fulfill your fiduciary responsibilities and track the progress of your investments.

Advisor Team Access

Our advisors have worked together for many years and take a team approach to managing client portfolios. You will have a primary relationship manager as well as easy access to the entire team and we are always available by phone, email, or Zoom meetings.

Oversight Member Hub

eCIO created the industry’s first communication platform designed specifically for nonprofit organizations and their investment programs. Your oversight group will have 24/7 access to your investment program information. The eCIO portal also serves as a secure, online platform that enables your committee and board members to drive better communication, organization, and collaboration.

Policy Documents

Policy Documents

Enduring Program

Best Practices

Education & Donor Support

Education & Donor Support

Needs Assessmenrt

Needs Assessment

Assest Allocation

Asset Allocation

Investment Selection

Investment Selection

Quarterly Video Updates

Proactive Reporting

Advisor Team Access

Advisor Team Access

Oversight Member Hub

Oversight Member Hub

Policy Documents
Policy Documents

We ensure you have current and strong policy documents including an Investment Policy Statement and that these are always easily accessible to your oversight group.

Join Nonprofits Across the Country

Current Asset Allocation vs. Targets

View the current asset allocation of a portfolio against predefined targets so your clients know they are on track.

Holdings-Level Performance

Monitor the returns of current holdings so clients understand how their underlying investment strategies are performing.

Portfolio Growth vs. Initial Investment

See how a portfolio has grown over time so clients recognize the value in a long-term investment plan.

Statement of Positions

Review all holdings by account and in aggregate so clients know exactly what they own.

Join Nonprofits Across the Country

ART MUSEUMS · CHURCHES · PERFORMING ARTS · YMCAS · FOUNDATIONS · ANIMAL RESCUES · ACTOR GUILDS · SHELTERS · FOOD BANKS · PERINATAL CARE · CRISIS CENTERS · SYNAGOGUES · LIBRARIES · PRESCHOOLS · COMMUNITY FOUNDATIONS · ENDOWMENTS · NONPROFIT ORGANIZATIONS · ACCREDITATION · CHAMBER OF COMMERCE · ASSOCIATIONS · SOCIAL CLUBS · COLLEGES · FEDERATIONS · CLUBS · HEALTH · RELIGIOUS ORGANIZATIONS · CHARITIES · BOYS HOMES · HOMELESS SHELTERS · SOUP KITCHENS · REHABILITATION CENTERS · PUBLIC SERVICES · EDUCATIONAL PROGRAMS · SOCIAL SERVICES · PRIVATE SCHOOLS · RETIREMENT HOMES · CONTINUING EDUCATION ART MUSEUMS · CHURCHES · PERFORMING ARTS · YMCAS · FOUNDATIONS · ANIMAL RESCUES · ACTOR GUILDS · SHELTERS · FOOD BANKS · PERINATAL CARE · CRISIS CENTERS · SYNAGOGUES · LIBRARIES · PRESCHOOLS · COMMUNITY FOUNDATIONS · ENDOWMENTS · NONPROFIT ORGANIZATIONS · ACCREDITATION · CHAMBER OF COMMERCE · ASSOCIATIONS · SOCIAL CLUBS · COLLEGES · FEDERATIONS · CLUBS · HEALTH · RELIGIOUS ORGANIZATIONS · CHARITIES · BOYS HOMES · HOMELESS SHELTERS · SOUP KITCHENS · REHABILITATION CENTERS · PUBLIC SERVICES ·  ART MUSEUMS · CHURCHES · PERFORMING ARTS · YMCAS · FOUNDATIONS · ANIMAL RESCUES · ACTOR GUILDS · SHELTERS · FOOD BANKS · PERINATAL CARE · CRISIS CENTERS · SYNAGOGUES · LIBRARIES · PRESCHOOLS · COMMUNITY FOUNDATIONS · ENDOWMENTS · NONPROFIT ORGANIZATIONS · ACCREDITATION · CHAMBER OF COMMERCE · ASSOCIATIONS · SOCIAL CLUBS · COLLEGES · FEDERATIONS · CLUBS · HEALTH · RELIGIOUS ORGANIZATIONS · CHARITIES · BOYS HOMES · HOMELESS SHELTERS · SOUP KITCHENS · REHABILITATION CENTERS · PUBLIC SERVICES · ART MUSEUMS · CHURCHES · PERFORMING ARTS · YMCAS · FOUNDATIONS · ANIMAL RESCUES · ACTOR GUILDS · SHELTERS · FOOD BANKS · PERINATAL CARE · CRISIS CENTERS · SYNAGOGUES · LIBRARIES · PRESCHOOLS · COMMUNITY FOUNDATIONS · ENDOWMENTS · NONPROFIT ORGANIZATIONS · ACCREDITATION · CHAMBER OF COMMERCE · ASSOCIATIONS · SOCIAL CLUBS · COLLEGES · FEDERATIONS · CLUBS · HEALTH · RELIGIOUS ORGANIZATIONS · CHARITIES · BOYS HOMES · HOMELESS SHELTERS · SOUP KITCHENS · REHABILITATION CENTERS · PUBLIC SERVICES · EDUCATIONAL PROGRAMS · SOCIAL SERVICES · PRIVATE SCHOOLS · RETIREMENT HOMES · CONTINUING EDUCATION ART MUSEUMS · CHURCHES · PERFORMING ARTS · YMCAS · FOUNDATIONS · ANIMAL RESCUES · ACTOR GUILDS · SHELTERS · FOOD BANKS · PERINATAL CARE · CRISIS CENTERS · SYNAGOGUES · LIBRARIES · PRESCHOOLS · COMMUNITY FOUNDATIONS · ENDOWMENTS · NONPROFIT ORGANIZATIONS · ACCREDITATION · CHAMBER OF COMMERCE · ASSOCIATIONS · SOCIAL CLUBS · COLLEGES · FEDERATIONS · CLUBS · HEALTH · RELIGIOUS ORGANIZATIONS · CHARITIES · BOYS HOMES · HOMELESS SHELTERS · SOUP KITCHENS · REHABILITATION CENTERS · PUBLIC SERVICES ·  ART MUSEUMS · CHURCHES · PERFORMING ARTS · YMCAS · FOUNDATIONS · ANIMAL RESCUES · ACTOR GUILDS · SHELTERS · FOOD BANKS · PERINATAL CARE · CRISIS CENTERS · SYNAGOGUES · LIBRARIES · PRESCHOOLS · COMMUNITY FOUNDATIONS · ENDOWMENTS · NONPROFIT ORGANIZATIONS · ACCREDITATION · CHAMBER OF COMMERCE · ASSOCIATIONS · SOCIAL CLUBS · COLLEGES · FEDERATIONS · CLUBS · HEALTH · RELIGIOUS ORGANIZATIONS · CHARITIES · BOYS HOMES · HOMELESS SHELTERS · SOUP KITCHENS · REHABILITATION CENTERS · PUBLIC SERVICES · ART MUSEUMS · CHURCHES · PERFORMING ARTS · YMCAS · FOUNDATIONS · ANIMAL RESCUES · ACTOR GUILDS · SHELTERS · FOOD BANKS · PERINATAL CARE · CRISIS CENTERS · SYNAGOGUES · LIBRARIES · PRESCHOOLS · COMMUNITY FOUNDATIONS · ENDOWMENTS · NONPROFIT ORGANIZATIONS · ACCREDITATION · CHAMBER OF COMMERCE · ASSOCIATIONS · SOCIAL CLUBS · COLLEGES · FEDERATIONS · CLUBS · HEALTH · RELIGIOUS ORGANIZATIONS · CHARITIES · BOYS HOMES · HOMELESS SHELTERS · SOUP KITCHENS · REHABILITATION CENTERS · PUBLIC SERVICES · EDUCATIONAL PROGRAMS · SOCIAL SERVICES · PRIVATE SCHOOLS · RETIREMENT HOMES · CONTINUING EDUCATION ART MUSEUMS · CHURCHES · PERFORMING ARTS · YMCAS · FOUNDATIONS · ANIMAL RESCUES · ACTOR GUILDS · SHELTERS · FOOD BANKS · PERINATAL CARE · CRISIS CENTERS · SYNAGOGUES · LIBRARIES · PRESCHOOLS · COMMUNITY FOUNDATIONS · ENDOWMENTS · NONPROFIT ORGANIZATIONS · ACCREDITATION · CHAMBER OF COMMERCE · ASSOCIATIONS · SOCIAL CLUBS · COLLEGES · FEDERATIONS · CLUBS · HEALTH · RELIGIOUS ORGANIZATIONS · CHARITIES · BOYS HOMES · HOMELESS SHELTERS · SOUP KITCHENS · REHABILITATION CENTERS · PUBLIC SERVICES ·  ART MUSEUMS · CHURCHES · PERFORMING ARTS · YMCAS · FOUNDATIONS · ANIMAL RESCUES · ACTOR GUILDS · SHELTERS · FOOD BANKS · PERINATAL CARE · CRISIS CENTERS · SYNAGOGUES · LIBRARIES · PRESCHOOLS · COMMUNITY FOUNDATIONS · ENDOWMENTS · NONPROFIT ORGANIZATIONS · ACCREDITATION · CHAMBER OF COMMERCE · ASSOCIATIONS · SOCIAL CLUBS · COLLEGES · FEDERATIONS · CLUBS · HEALTH · RELIGIOUS ORGANIZATIONS · CHARITIES · BOYS HOMES · HOMELESS SHELTERS · SOUP KITCHENS · REHABILITATION CENTERS · PUBLIC SERVICES ·

You're in good company!

See why nonprofits are choosing eCIO over traditional wealth advisors.

Low-Cost Investment Management

Transparent, Unbiased, Low-Cost Fee Structure

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

*For relationships with less than $500,000, a platform fee of $49 per month is charged in addition to a 0.50% advisory fee.

Frequently Asked Questions

How much do we need to get started?

How much do we need to get started answer.

Are you a fiduciary advisor?

Are you a fiduciary advisor answer.

Do you provide a client portal?

Do you provide a client protal

How much does it cost?

How much does it cost answer.

Do you specialize in nonprofits?

Do you specialize in nonprofits?

What can we expect to get from an investment program?

Answer.

Do you offer ESG or Socially Responsible portfolios

Answer

What if we need to cancel?

Answer

Can you supply testimonials or case studies?

Answer

Ready for the Next Step?

Schedule a time to speak with a nonprofit investment advisor

Whatever your investment needs, our advisors are here to answer questions or explain your investment options in more detail.

(608) 291-4646 or hello@getecio.com

Schedule a demo:

Select a meeting type:

15-Minute Question & Answer Session

Ask an advisor a question about your current or future investment program.

30-Minute Investment Overview

Learn how eCIO can help your nonprofit establish and enduring investment program.

60-Minute Consultation

Schedule a meeting with your investment committee.

Ask an Advisor a Question

Have a quick investment question?

Submit a question and a nonprofit advisor will respond promptly.