Submit a Request for Proposal (RFP) for Investment Management Services

Invite eCIO to Your Nonprofit's Investment Management RFP!

Let's collaborate to achieve your organization's financial goals.

Submit a Request for Proposal
eCIO Investment Committee

Rob Roquitte, CFA

Courtney Dean

Phil Waara, CIPM

Choosing the right investment partner is vital. eCIO is a dedicated advisor to nonprofits. We assist organizations every day in navigating the RFP process. We welcome the opportunity to discuss your investment goals.

We'd love to talk with you about your investment needs.