But managing your investments doesn't have to be.
Smart Investment Management for Nonprofits
eCIO works exclusively with nonprofits like yours to offer low-cost investment management solutions.
- Lean on eCIO's experienced advisors.
eCIO's advisors have many years of experience managing investment portfolios for nonprofits like yours. - Enjoy the benefits of a fiduciary advisor relationship.
eCIO has a fiduciary duty to its clients. This means we have a fundamental obligation to put our client's interests before our own. - Manage documents, events, and members on your myecio.com portal account.
Gain access to a robust set of board management tools and access your quarterly, video-based portfolio updates on an easy-to-use online portal. - We work with nonprofits of all sizes.
Our high-tech approach to investment management gives smaller nonprofits access to low-cost investment services typically reserved for larger organizations ($10K portfolio minimum).
Don't break a sweat worrying about your investment program. Partner with eCIO so you can focus on your mission.
eCIO is the Chief Investment Officer for Nonprofits.
Low-cost investment management is just the beginning of the value we offer to nonprofit organizations. Bringing the investment process online allows us to offer a rich set of board oversight and communication tools as well as educational resources including fiduciary obligations and best practices.
Questions about eCIO's offerings:
Yes. eCIO is a Registered Investment Advisor. Registered Investment Advisors have a fiduciary duty to their clients, which means they have a fundamental obligation to put their client's interests before their own.
When choosing an investment advisor, it is important to select a provider that is acting in your best interest.
No. As a fiduciary, we do not work with any investment funds that offer monetary incentives to us. This is an important question to ask your investment manager.
eCIO employees have extensive experience in managing investments for nonprofits. The leader of our firm has the Chartered Financial Analyst (CFA) designation as well as an MBA from the University of Chicago (Finance and Economics). He has been in the investment business for over 30 years.
Yes. We have helped many nonprofits design and implement investment programs. We begin by surveying your investment committee to establish their risk tolerance and expectations for your investment program. From there, we recommend an appropriate asset allocation and draft the documents needed for a successful investment program. After your portfolio has been implemented, we will monitor and rebalance your investments as needed and provide quarterly, video-based portfolio performance reviews on your myecio.com portal. Your advisor is one click away should you have any questions.
Most investment plans can be established in a week or less. The time it takes to establish a program is generally driven by your organization’s governance process and whether board approval is needed to hire an investment advisor.
eCIO can work with nonprofits across the United States. We are headquartered in Madison, WI and have support services in Tampa, FL.
We do not require any long term commitments. Customers are free to discontinue their services at any time.
Our appointment scheduler can be accessed here: https://calendly.com/ecio/demo. Please select the date and time that works best for you. We use an online video platform for our presentations that allows us to demonstrate how eCIO works.
Yes. We frequently complete RFP's for prospective clients. Please schedule an appointment for a demonstration so we can discuss your requirements further: https://calendly.com/ecio/demo.
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See why nonprofits are choosing eCIO over traditional investment managers.
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https://getecio.com · hello@getecio.com · (608) 291-4646
821 E Washington Ave Suite 200 Madison, WI 53703
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eCIO, Inc (“eCIO”) is a registered investment adviser 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.
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