eCIO

About

eCIO is a Registered Investment Advisor (RIA) based in Madison, Wisconsin, established in 2019. The firm specializes in providing customized, low-cost investment programs and advisory services specifically for nonprofits, endowments, foundations, and religious organizations across the United States. eCIO aims to help these organizations maximize their financial resources through tailored solutions that address common challenges like high fees and underperformance. The company offers a range of services, including investment advisory and management, account setup, and transitions. Their experienced advisors provide personalized support to help clients navigate investment strategies and improve governance. eCIO also features technology solutions such as eVestech, a SaaS platform designed for investment advisors, and board management software that facilitates communication and document management for nonprofits. The firm is committed to enhancing client satisfaction and driving growth through innovative tools and dedicated support.