Explore how we keep our clients informed with investment updates and provide easy online access to their portfolios

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

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.