Ecio, Inc.

eCIO, INC. is a registered investment advisor founded in 2019, specializing in providing institutional-quality, customized investment solutions for nonprofits. The firm's principal owner is Robin C Roquitte. eCIO offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Clients grant discretionary authority to eCIO for selecting securities and executing transactions. The firm operates as a fiduciary, making investment decisions in the best interests of clients. eCIO may engage third-party investment advisors, conducting due diligence before investing with them. Investment advice is primarily focused on mutual funds, fixed income securities, equities, real estate funds, and ETFs. eCIO's fee structure is asset-based, with annual fees ranging from 0.15% to 0.50% based on total assets under management. Clients have the option to direct brokerage, with fees paid directly from client accounts. The firm does not participate in performance-based fees or receive compensation for selling securities. eCIO's investment strategies include fundamental analysis, modern portfolio theory, and quantitative analysis. Clients receive regular account reviews and reports, with a focus on transparency and client communication. eCIO does not have any disciplinary actions, financial impairments, or bankruptcy petitions in the past ten years.