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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Email ria@raffaadvisers.com

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

What is RIA Thinking About in 2023?

It was a very difficult year for all investors.  What does 2023 have in store?

What is RIA Thinking About in 2023?Read more

Daily 1% Moves for the S&P 500

If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money.

Daily 1% Moves for the S&P 500Read more

New Retirement Contribution Limits for 2023

The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments[…..]

New Retirement Contribution Limits for 2023Read more

Upcoming Events

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