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
The Next Normal
This month, we share thoughts from David Booth, Executive Chairman and Founder of Dimensional Fund Advisors. David speaks to lessons learned from the past 12 months in the market and how best to prepare for the future.
Rising Rates and Market Volatility
This month we investigate how rising interest rates impact bond and stock returns and what it means for you and your portfolio.
The Story of GameStop Stock
One month into 2021 and we already have online message boards and first-time investors attempting to take down hedge funds. Although many articles have been written about what happened in January, we thought it was a great opportunity to discuss how we view the recent events.
Case Studies
Challenges, opportunities and solutions based on client interactions
Upcoming Events
Join Raffa Investment Advisers for one of our upcoming education seminars.
- Introduction to Being an Effective Steward of Nonprofit Investments
May 27 @ 1:00 pm - The Active vs. Passive Investing Debate is Over – Learn the Facts
June 2 @ 2:00 pm