Our Business Affiliates partner with UNA out of a commitment to serving and assisting nonprofits. While this dedication is commendable, we recommend that you complete your own review to ensure that the goals of these—or any—businesses align with your values. Your due diligence helps ensure informed decision-making and fosters productive partnerships.
eCIO - Nonprofit Investment Advisors
Categories
Financial Services
About
eCIO specializes in nonprofit investment management, providing tailored services for organizations in Minnesota and nationwide. As a Registered Investment Advisor, eCIO understands the unique needs of nonprofits, making them a valuable partner for managing endowments and funds to support their missions.
Their expertise covers all stages of the investment journey, from starting new funds to transitioning to professional management or changing advisors.
For more information, explore the guide “The Road to Nonprofit Investing,” which details investment governance, types of investment accounts, planning strategies, choosing advisors, and FAQs.
Membership Type
Business Affiliate - Supporter