Investment Management for nonprofits and associations
A mission-aligned, modern investment approach to investing and managing cash reserves. Raffa Investment Advisers does not provide funding or offer assistance with fundraising.
WHAT WE CAN DO
Fiduciary Investment Support For Nonprofits
Investment Policy Development
Investment Policy Development
Portfolio Management
Portfolio Management
Board Education & Engagement
Board Education & Engagement
Retirement Plan Advisory
Retirement Plan Advisory
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.
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.
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.
Hear from Our clients
TESTIMONIALS
