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Mission-aligned, modern investment management for nonprofits and associations

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    Portfolio Management

    Policy support

    INVESTMENT MANAGEMENT

    INVESTMENT POLICY CONSULTING

    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
    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.

    What’s unique about nonprofit investing?

    Investing for nonprofits is different than investing for yourself. Better understand key considerations and explore tips for developing a more effective investment program with our comprehensive, downloadable guide.

    SAMPLE Investment policy statements

    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.

    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.

    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

    Created to serve nonprofits and associations: 20 years of experience, founded by leaders in social impact and investment management.

    HERE’S WHAT OUR CLIENTS ARE SAYING

    “Raffa has managed our personal investments for more than 10 years. We could not be happier working with and trusting this team. They are knowledgeable, responsive, and very pleasant. Having recently retired, they helped guide us through our retirement income questions, allocations, and perspectives on our next steps. The tools and resources they provide also helped us understand our overall strategy, including how to balance risk and expected returns.”

    SETH ZARNY
    Individual Client

    Ready to work with an adviser who knows NONPROFITS & ASSOCIATIONS?

    Book time with one of our experienced advisers today!