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
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[…..]
The Upcoming Election
In a year marked by uncertainty, it only makes sense that 2020 ends with a US presidential election.
A Fresh Look at U.S. vs. International Equity
Given the recent outperformance for U.S. stocks vs. International stocks over the last decade, RWM’s Portfolio Management Committee (PMC) recently met to discuss the appropriate allocation to U.S. and International stocks.1
Case Studies
Challenges, opportunities and solutions based on client interactions
Upcoming Events
Join Raffa Investment Advisers for one of our upcoming education seminars.
- Nonprofit and Association Retirement Plans: 401k and 403b Plan Fees have Declined. Have Yours?
December 9 @ 1:00 pm - Nonprofit and Association Reserves: The Peer Benchmarking Study on Nonprofit Investing
January 21, 2021 @ 1:00 pm