eCIO

e-Chief Investment Officer Logo

eCIO is a Registered Investment Advisor dedicated to serving nonprofits. Our team of fiduciary advisors partners with nonprofits in North Carolina and nationwide to manage their endowments and other investment assets. Our clients are of all types and sizes, each with different investment needs. Whether starting a new investment fund, replacing a self-managed approach with professional management, or looking to change investment advisors, nonprofits turn to eCIO for our deep understanding of nonprofit investment best practices. Our clients come from all nonprofit sectors and we recognize the important differences each organization faces in its funding sources and operating needs. That’s why each organization deserves a customized investment program to meet these unique needs. Partner with a dedicated nonprofit investment advisor that has helped nonprofits like yours.

Contact Information:
Courtney Dean
(608) 291-4646
Organization Type: 
Business
Do you have staff who speak Spanish?: 
no
Do you offer a discount for our members?: 
no
Regions Served: 
Charlotte Area NC
Northeast NC
Northwest NC
Southeastern NC
Southwestern NC
Triad Area NC
Triangle Area NC
Statewide
National