Mission-aligned, modern investment management for nonprofits and associations
Ready to further your impact?
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OUR NONPROFIT SERVICE OFFERINGS
Our team of financial advisors provide a modern, efficient approach to investing nonprofit and association reserves, endowments and retirement plans.
PORTFOLIO MANAGEMENT
Comprehensive portfolio management, including asset allocation, fund or manager selection, and on-going trading.
INVESTMENT POLICY CONSULTING
Investment policy development and reviews, compliance monitoring, and Environmental, Social and Governance (ESG) policy consulting and implementation.
RETIREMENT PLAN ADVISORY
Plan design, compliance, vendor due diligence, and participant education to help participants’ achieve their long-term retirement goals
Why Choose RAFFA?
Investment RESOURCES
Unlock a wealth of knowledge with Raffa’s free downloads and resources, designed to empower nonprofits and associations on their financial stewardship journey.
Here’s what our clients are saying
David Teske
Association of College Unions International
Director of Finance and Administration
We’ve had a great relationship with Raffa Investment Advisers for nearly five years. Their nonprofit experience and the qualifications of their advisors have allowed us to align investment strategy with our mission. The education they provide has been of great benefit to both our Board of Directors and Finance Committee. Raffa’s client communication is timely and on-target and the quality of reporting is always high.
Ready to work with an adviser who knows NONPROFITS & ASSOCIATIONS?
Book time with one of our experienced advisers today!