Schedule a time to speak with a nonprofit investment advisor
If you have any questions or would like to meet with our team to discuss your portfolio, please schedule a time to talk!
(608) 291-4646 or hello@getecio.com
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.