Running a nonprofit is tough.
But managing your endowment doesn't have to be.
 
Meet eCIO:
An endowment manager dedicated to nonprofits.
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Smart Endowment Management for Nonprofits

eCIO works exclusively with nonprofits like yours to offer
low-cost endowment management solutions.

  • Partner with eCIO's experienced advisors.
    eCIO's advisors have many years of experience managing endowments for nonprofits like yours and will work with you to design a custom investment program.
  • 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.
  • Improve governance of your board and oversight groups.
    Securely communicate, manage documents, and schedule meetings on the myecio.com portal account. Access all your endowment records including quarterly portfolio updates on this easy-to-use portal.
  • Expect more from your endowment manager.
    eCIO works with nonprofits of all sizes. We provide institutional, customized endowment solutions. Our high-tech approach to endowment management gives nonprofit's with any sized endowments access to low-cost investment services typically reserved for larger organizations.

Download & Share eCIO's Intro Kit With Your Team

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Our Intro Kit contains more information about how eCIO is helping nonprofits across the country establish low-cost, customized endowment programs.

Our Intro Kit Includes:

  • Endowment Management Pricing
  • Our Investment Management Process
  • The eCIO Story
  • An Overview of myecio, Our Board Management Portal

Nonprofits that chose eCIO*:

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©2020 eCIO, Inc. All rights reserved.

https://getecio.com · hello@getecio.com · (608) 291-4646

821 E Washington Ave Suite 200 Madison, WI 53703

CRD# 301432

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Service and Privacy Policy.

*The client list provided is a partial list of current clients. All listed clients have given their permission to be listed and were chosen fairly and equally. The partial client list is not be used as a reference, or to endorse our firm, or to express approval or disapproval of our firm.

**eCIO charges an advisory fee 0.50% on the first $10,000,000 and 0.25% thereafter. A sample portfolio invested in eCIO's indexed ETF investment track has an average investment cost of 0.04%. In addition, eCIO has more expensive separately managed account and Socially Responsible Investment investment tracks. According to an investment management fee survey by the Commonfund Institute, the average advisory and investment fee cost for endowment and foundation portfolios less than $25 million is 1.34%. Actual eCIO investment costs will vary for each client.

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.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.