--- title: Low-Cost Investment Management for Nonprofits | Rob Roquitte, CFA description: Rob has 30 years of investment experience serving in business development, client servicing, portfolio management, and department oversight roles. --- [![](https://blog.getecio.com/hs-fs/hubfs/ecio-logo-icon-1000-1.png?width=1000&height=208&name=ecio-logo-icon-1000-1.png)](https://blog.getecio.com/) - [Resources](https://blog.getecio.com/tag/resource) - [Nonprofit Investing](https://getecio.com/nonprofit/investment-management) - Contact Us ## Rob Roquitte, CFA Rob has 30 years of investment experience serving in business development, client servicing, portfolio management, and department oversight roles. Find me on: ## Recent Posts [![](https://blog.getecio.com/hubfs/Market%20In-a-Minute%20January%202022.mp4-low.gif)](https://blog.getecio.com/market-in-a-minute-january-2022) ## [Market In-a-Minute: January 2022](https://blog.getecio.com/market-in-a-minute-january-2022) Feb 1, 2022 8:24:49 PM / by [Rob Roquitte, CFA](https://blog.getecio.com/author/rob-roquitte-cfa) posted in [investment](https://blog.getecio.com/topic/investment), [market commentary](https://blog.getecio.com/topic/market-commentary) [0 Comments](https://blog.getecio.com/market-in-a-minute-january-2022#comments-listing)   [Read More](https://blog.getecio.com/market-in-a-minute-january-2022) [![](https://blog.getecio.com/hubfs/preview-image.jpg)](https://blog.getecio.com/your-investment-questions-answered) ## [Do You Have An Endowment or Nonprofit Investment Question?](https://blog.getecio.com/your-investment-questions-answered) Jan 17, 2022 8:36:54 AM / by [Rob Roquitte, CFA](https://blog.getecio.com/author/rob-roquitte-cfa) posted in [resource](https://blog.getecio.com/topic/resource) [0 Comments](https://blog.getecio.com/your-investment-questions-answered#comments-listing) Get answers to popular questions about how endowments, foundations, religious organizations, and nonprofits should be managing their investments. [Read More](https://blog.getecio.com/your-investment-questions-answered) [![](https://blog.getecio.com/hubfs/Fourth%20Quarter%202021%20Market%20Commentary-high-2.gif)](https://blog.getecio.com/fourth-quarter-market-commentary-2021) ## [Fourth Quarter Market Commentary 2021](https://blog.getecio.com/fourth-quarter-market-commentary-2021) Jan 2, 2022 2:32:59 PM / by [Rob Roquitte, CFA](https://blog.getecio.com/author/rob-roquitte-cfa) posted in [investment](https://blog.getecio.com/topic/investment), [market commentary](https://blog.getecio.com/topic/market-commentary) [0 Comments](https://blog.getecio.com/fourth-quarter-market-commentary-2021#comments-listing)   [Read More](https://blog.getecio.com/fourth-quarter-market-commentary-2021) [![](https://blog.getecio.com/hubfs/December%20Market%20In-a-Minute-high.gif)](https://blog.getecio.com/market-in-a-minute-november-2021) ## [Market In-a-Minute: November 2021](https://blog.getecio.com/market-in-a-minute-november-2021) Dec 2, 2021 1:59:47 AM / by [Rob Roquitte, CFA](https://blog.getecio.com/author/rob-roquitte-cfa) posted in [investment](https://blog.getecio.com/topic/investment), [market commentary](https://blog.getecio.com/topic/market-commentary) [0 Comments](https://blog.getecio.com/market-in-a-minute-november-2021#comments-listing)   [Read More](https://blog.getecio.com/market-in-a-minute-november-2021) [![](https://blog.getecio.com/hubfs/October%202021%20Market%20In-a-Minute-high.gif)](https://blog.getecio.com/market-in-a-minute-october-2021) ## [Market In-a-Minute: October 2021](https://blog.getecio.com/market-in-a-minute-october-2021) Nov 2, 2021 5:31:32 AM / by [Rob Roquitte, CFA](https://blog.getecio.com/author/rob-roquitte-cfa) posted in [investment](https://blog.getecio.com/topic/investment), [market commentary](https://blog.getecio.com/topic/market-commentary) [0 Comments](https://blog.getecio.com/market-in-a-minute-october-2021#comments-listing)   [Read More](https://blog.getecio.com/market-in-a-minute-october-2021) [![](https://blog.getecio.com/hubfs/thumb-Oct-05-2021-07-06-55-63-PM.jpg)](https://blog.getecio.com/5-steps-to-a-successful-investment-program-that-will-impress-donors) ## [Webinar: 5 Steps to a Successful Investment Program That Will Impress Donors](https://blog.getecio.com/5-steps-to-a-successful-investment-program-that-will-impress-donors) Oct 5, 2021 2:08:03 PM / by [Rob Roquitte, CFA](https://blog.getecio.com/author/rob-roquitte-cfa) posted in [Webinar](https://blog.getecio.com/topic/webinar) [0 Comments](https://blog.getecio.com/5-steps-to-a-successful-investment-program-that-will-impress-donors#comments-listing)   [Read More](https://blog.getecio.com/5-steps-to-a-successful-investment-program-that-will-impress-donors) [![](https://blog.getecio.com/hubfs/2021-3Q-Market-Commentary-thumb.jpg)](https://blog.getecio.com/third-quarter-market-commentary-2021) ## [Third Quarter Market Commentary 2021](https://blog.getecio.com/third-quarter-market-commentary-2021) Oct 3, 2021 8:30:05 PM / by [Rob Roquitte, CFA](https://blog.getecio.com/author/rob-roquitte-cfa) posted in [market commentary](https://blog.getecio.com/topic/market-commentary) [0 Comments](https://blog.getecio.com/third-quarter-market-commentary-2021#comments-listing)   [Read More](https://blog.getecio.com/third-quarter-market-commentary-2021) [![](https://blog.getecio.com/hubfs/5-Reasons-Nonprofit-Boards-Are-Changing-Investment-Advisors.png)](https://blog.getecio.com/5-reasons-nonprofit-boards-are-changing-investment-advisors) ## [5 Reasons Nonprofit Boards Are Changing Investment Advisors](https://blog.getecio.com/5-reasons-nonprofit-boards-are-changing-investment-advisors) Sep 23, 2021 7:37:20 AM / by [Rob Roquitte, CFA](https://blog.getecio.com/author/rob-roquitte-cfa) [0 Comments](https://blog.getecio.com/5-reasons-nonprofit-boards-are-changing-investment-advisors#comments-listing) 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). [Read More](https://blog.getecio.com/5-reasons-nonprofit-boards-are-changing-investment-advisors) [![](https://blog.getecio.com/hubfs/August%20Market%20In-a-Minute.mp4-low.gif)](https://blog.getecio.com/market-in-a-minute-august-2021) ## [Market In-a-Minute: August 2021](https://blog.getecio.com/market-in-a-minute-august-2021) Sep 1, 2021 7:20:58 PM / by [Rob Roquitte, CFA](https://blog.getecio.com/author/rob-roquitte-cfa) posted in [investment](https://blog.getecio.com/topic/investment), [market commentary](https://blog.getecio.com/topic/market-commentary) [0 Comments](https://blog.getecio.com/market-in-a-minute-august-2021#comments-listing)   [Read More](https://blog.getecio.com/market-in-a-minute-august-2021) [![](https://blog.getecio.com/hubfs/thumb-2.png)](https://blog.getecio.com/dollar-cost-averaging-a-strategy-to-help-nonprofits-invest-in-a-volatile-market) ## [Dollar Cost Averaging: A Strategy to Help Nonprofits Invest in a Volatile Market](https://blog.getecio.com/dollar-cost-averaging-a-strategy-to-help-nonprofits-invest-in-a-volatile-market) Aug 17, 2021 4:57:04 AM / by [Rob Roquitte, CFA](https://blog.getecio.com/author/rob-roquitte-cfa) posted in [resource](https://blog.getecio.com/topic/resource) [0 Comments](https://blog.getecio.com/dollar-cost-averaging-a-strategy-to-help-nonprofits-invest-in-a-volatile-market#comments-listing) 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. [Read More](https://blog.getecio.com/dollar-cost-averaging-a-strategy-to-help-nonprofits-invest-in-a-volatile-market) [All posts](https://blog.getecio.com/all) [Next](https://blog.getecio.com/author/rob-roquitte-cfa/page/2) ### Subscribe to Email Updates - [Recent](https://blog.getecio.com/author/rob-roquitte-cfa#tab-1) - [Popular](https://blog.getecio.com/author/rob-roquitte-cfa#tab-2) - [Categories](https://blog.getecio.com/author/rob-roquitte-cfa#tab-3) ### Lists by Topic - [resource (17)](https://blog.getecio.com/tag/resource) - [investment (9)](https://blog.getecio.com/tag/investment) - [market commentary (9)](https://blog.getecio.com/tag/market-commentary) - [Webinar (2)](https://blog.getecio.com/tag/webinar) - [educational (1)](https://blog.getecio.com/tag/educational) ### Posts by Topic - [resource (17)](https://blog.getecio.com/tag/resource) - [investment (9)](https://blog.getecio.com/tag/investment) - [market commentary (9)](https://blog.getecio.com/tag/market-commentary) - [Webinar (2)](https://blog.getecio.com/tag/webinar) - [educational (1)](https://blog.getecio.com/tag/educational) ### Recent Posts ### About Us eCIO is a low-cost investment management and virtual board management platform for nonprofits. ### Links - [Low-Cost Investment Management](https://getecio.com/investment-management) - [Virtual Board Management](https://getecio.com/board-management-software) ### Contact Us (608) 291-4646 [hello@getecio.com](mailto:hello@getecio.com) 821 E Washington Ave, Suite 200 Madison, WI 53703 Copyright 2026 eCIO, Inc (“eCIO”) is a registered investment adviser located in Madison, Wisconsin. eCIO may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. eCIO’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. 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