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
Where are Interest Rates Going?
September Market Update
Inflation continues to be the biggest driver of market performance. Here are our thoughts.
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[…..]
Case Studies
Challenges, opportunities and solutions based on client interactions
Upcoming Events
Join Raffa Investment Advisers for one of our upcoming education seminars.
- Cash Management for Nonprofits
November 16 @ 1:00 pm - Nonprofits & Associations: Making the Most of Your Investment Committee Meetings
December 8 @ 1:00 pm