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

Where are Interest Rates Going?

Where are Interest Rates Going?Read more

September Market Update

Inflation continues to be the biggest driver of market performance.  Here are our thoughts.

September Market UpdateRead more

RIA Summer Update

Our team at RIA has had a fun-filled summer! We gathered our team from Denver, CO, Chicago, IL, and Atlanta, GA to meet in Washington, DC. There’s nothing like an[…..]

RIA Summer UpdateRead more

Upcoming Events

Join Raffa Investment Advisers for one of our upcoming education seminars.