Smart. Efficient. Reliable. Since day one, we’ve served the investment and fiduciary needs of nonprofits and associations. Our investment approach is intended to be transparent and accountable — because you deserve to know. As investment advisers that are independent of any bank or broker, we put your interests first. We’ll keep your investments in smart, sensible, broadly diversified portfolios because when it comes to your investments, we know that you don’t want surprises.

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The Study on Nonprofit Investing (SONI)

Launched in 2012, the annual Study on Nonprofit Investing (SONI) seeks to meet the need for timely, relevant, actionable data about how nonprofits invest their reserves and how their investments perform.

Now is your chance to answer the question—Are my organization’s investment reserves “normal”?

Nonprofits Deserve to Know

RWM Insights

A Year in Review

2020 was a year investors will not soon forget. A pandemic, a recession, the end of a more than decade-long bull market (and the beginning of another bull market), all-time highs for US stock indices, lockdowns & working remotely, a tense U.S. presidential election cycle, unemployment spiking more than 10 percentage points in a matter[…..]

A Year in ReviewRead more

Vaccine News and Market Impact

As soon as this weekend, the Food and Drug Administration is set to grant emergency approval to greenlight a COVID-19 vaccine from Pfizer and BioNTech.  Within hours of the approval, millions of doses of the vaccine will be ready for distribution as each state determines who gets priority.  Although initial doses will be available for[…..]

Vaccine News and Market ImpactRead more

Election Results: What We Know

Last week certainly felt like a rollercoaster as news outlets waited until Saturday morning to declare Joe Biden as the president-elect, a full four days after Election Day in the US.  Although party control of the Senate will likely be decided in January, with two run-off elections in Georgia, the last week provided a powerful[…..]

Election Results: What We KnowRead more

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