Financial Services
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.
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