We believe all nonprofits should have access to high-quality, low-cost, and enduring investment management services.
eCIO is privileged to partner with many amazing foundations, endowments, and nonprofits that support inspiring missions critical to the well-being of communities around the world. We offer a holistic approach to serving nonprofit organizations that goes beyond asset management. Our team partners with your organization to provide not only a customized investment solution, but also valuable services to help you grow your financial resources and to serve your board or oversight committee.
eCIO built eVestech (https://evestech.com) which is now used by other investment advisors.
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eCIO, Inc is a registered investment adviser with the Securities and Exchange Commission, located in Madison, Wisconsin. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where eCIO, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.
As a registered investment advisory firm, we are restricted from posting, publishing, or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements.
Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability, or completeness. eCIO, Inc. does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third-party content, services, products, or information, or for the collection or use of information regarding the website’s users and/or members.
Company Details
- Employees
- 12
- Founded
- -
- Address
- 821 E. Washington Ave.,
- Phone
- (608) 291-4646
- he****@****cio.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- getecio.com
- Keywords
- nonprofits, investments, technlogy, endowment, foundation, stock, bonds, investment policy, spending policy, non-profits, asset management, investment management, endowment management, board management, board management tools, document storage, asset allocation, low-cost, fiduciary, advisor, investment advisor, chief investment officer, financial planner.
- HQ
- Madison, Wisconsin
Ecio Questions
Ecio's helpline number is (608) 291-4646
Ecio's website is getecio.com
Ecio's LinkedIn profile is https://www.linkedin.com/company/getecio
Ecio has
12 employees.
View email and phone details for 12
employees at Ecio.
Ecio's industry is
Investment Management
Ecio's support email address is hello@getecio.com
Ecio's categories are Investment Management
Ecio's founding year is 2019
