Running a nonprofit is tough. But managing your investments doesn't have to be.
An investment advisor dedicated to nonprofits.
We work exclusively with nonprofits like yours to offer low-cost investment management solutions.
Partner with our experienced advisors. Our advisors have many years of experience managing investment portfolios for nonprofits like yours and work with you to design a custom investment program.
Enjoy the benefits of a fiduciary advisor relationship. We have a fiduciary duty to our 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 your myecio.com portal account. Access all your investment program records including quarterly portfolio updates on this easy-to-use portal.
Expect more from your investment advisor. We work with nonprofits of all sizes. We provide institutional, customized investment solutions and our high-tech approach to investment management give smaller nonprofits access to low-cost investment services typically reserved for larger organizations.
Download & Share Our Intro Kit With Your Team
Our Intro Kit contains more information about how we're helping nonprofits across the country establish low-cost, customized investment programs.
*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, 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.