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
Portfolio Positioning During High Inflation
Given the significant current level of inflation and recent declines in stocks and bonds, how should an investor position their portfolio?
CIO Insights: Fixed Income Performance
The first quarter of 2022 saw both stock and bond markets fall, which is an unusual event that we thought warranted more discussion. Generally speaking, bonds have experienced a 40-year bull market – and there’s rarely been bad news to tell our clients – but in Q1, bonds experienced their third worst quarter performance-wise in[…..]
What Goes Up, Must Come Down?
With stocks surging in recent weeks, many indexes have hit record highs. Do the laws of physics apply to financial markets – what goes up must come down? This month, we have a guest blog from Dimensional Fund Advisors that seeks to answer just that.
Case Studies
Challenges, opportunities and solutions based on client interactions
Upcoming Events
Join Raffa Investment Advisers for one of our upcoming education seminars.
- RIA RoundTable Workshop For Associations: Keeping Pace With Inflation
September 13 @ 1:00 pm - RIA RoundTable Workshop For Nonprofits: Keeping Pace With Inflation
September 15 @ 1:00 pm - Nonprofits & Associations: An Update On Nonprofit Investing
September 20 @ 1:00 pm