Rob Roquitte, CFA

Rob has 30 years of investment experience serving in business development, client servicing, portfolio management, and department oversight roles.
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Recent Posts

Market In-a-Minute: January 2022

Feb 1, 2022 8:24:49 PM / by Rob Roquitte, CFA posted in investment, market commentary

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Do You Have An Endowment or Nonprofit Investment Question?

Jan 17, 2022 8:36:54 AM / by Rob Roquitte, CFA posted in resource

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Get answers to popular questions about how endowments, foundations, religious organizations, and nonprofits should be managing their investments.

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Fourth Quarter Market Commentary 2021

Jan 2, 2022 2:32:59 PM / by Rob Roquitte, CFA posted in investment, market commentary

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Market In-a-Minute: November 2021

Dec 2, 2021 1:59:47 AM / by Rob Roquitte, CFA posted in investment, market commentary

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Market In-a-Minute: October 2021

Nov 2, 2021 5:31:32 AM / by Rob Roquitte, CFA posted in investment, market commentary

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Webinar: 5 Steps to a Successful Investment Program That Will Impress Donors

Oct 5, 2021 2:08:03 PM / by Rob Roquitte, CFA posted in Webinar

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Third Quarter Market Commentary 2021

Oct 3, 2021 8:30:05 PM / by Rob Roquitte, CFA posted in market commentary

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5 Reasons Nonprofit Boards Are Changing Investment Advisors

Sep 23, 2021 7:37:20 AM / by Rob Roquitte, CFA

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Are you considering whether a new investment advisor may be better for your organization? You’re not alone! Here are 5 top reasons we’ve heard from our nonprofit clients as to why they decided to change advisors (and hire eCIO).

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Market In-a-Minute: August 2021

Sep 1, 2021 7:20:58 PM / by Rob Roquitte, CFA posted in investment, market commentary

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Dollar Cost Averaging: A Strategy to Help Nonprofits Invest in a Volatile Market

Aug 17, 2021 4:57:04 AM / by Rob Roquitte, CFA posted in resource

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Does your organization have excess cash above what it needs for operations? When a nonprofit organization makes the decision to do more with their cash and opens a new investment account, finance committees often ask: Should cash be invested in the stock market all at once or over a period of time? This question is particularly relevant in an environment when the market has been up sharply and stock prices are relatively high.

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