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Mission-aligned, modern investment management for nonprofits and associations

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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.

    Work With Us
    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?
    Sensible Approach
    We know you don't want surprises. We avoid unnecessary risks and minimize expenses in an effort to provide a modern, reliable experience for nonprofits & associations.
    Loyal Partner
    As a fiduciary that is independent of any bank or broker, we sit on your side of the table—advocating solely for you.
    All Around Excellence
    From onboarding and client service, to portfolio management, custom reporting and proactive ongoing communications, our team of experienced advisers are determined to make every client interaction extraordinary.
    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.

    lessons learned from a decade of the study on nonprofit investing

    Over the past 10 years, the Study on Nonprofit Investing (SONI) has helped thousands of associations & nonprofits benchmark their investment policies, fees and performance against similar organizations. Explore key takeaways from the past decade.

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    SAMPLE Investment policy

    Thinking about creating your own investment policy? These downloadable policy statements provide standard guidelines with sample language that you can customize for your organization’s unique needs, goals, and risk tolerance.

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    Sample Investment Advisor Request for Proposal

    Beginning your search for your organization’s investment advisor? Discover key points to consider and evaluate in your process. Our downloadable template can be tailored to your goals and preferences.

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    Here’s what our clients are saying
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    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!
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