Investment Services for Nonprofits and Associations
Raffa Investment Advisers was created specifically to help associations, foundations, endowments, and charities manage their investments with confidence. For more than 20 years, we’ve served as a strategic partner and proud fiduciary for nonprofits and associations across the U.S.
Who We Serve
RAFFA AT A GLANCE
*As of 12/31/24.
OUR SOLUTIONS
Specialized Investment Support
Investing for nonprofits and associations is unique. As a high-touch fiduciary consultant, we tailor our services to address your legal, ethical and governance responsibilities.
Investment Policy Development
Investment Policy Development
Portfolio Management
Portfolio Management
Board Education & Engagement
Board Education & Engagement
Retirement Plan Advisory
Retirement Plan Advisory
Who We Serve
Trusted Strategic Partner to Leading Organizations
Please note that the clients listed above have only agreed to be listed as clients of Raffa and are in no way endorsing or expressing an opinion about Raffa. Please reference important disclosures at the bottom of the webpage.
FAQs
How does Raffa tailor services to meet the needs of nonprofits and associations?
Raffa was created specifically to serve the investment and fiduciary needs of nonprofits and associations. From gaining consensus from a diverse group of stakeholders to land on prudent policies, to tailoring investment strategies based on your preferences, and providing clear, concise reports for your volunteers to fulfill their fiduciary oversight responsibilities, we know this community inside and out, and are driven to support you.
How do I select the best nonprofit investment advisor for my organization?
Selecting the right investment advisor can be a daunting task. There are many areas you should focus on when evaluating advisors such as whether they are affiliated with a custodian or broker/dealer, experience with similar nonprofit or association clients, the expertise of the team who would be servicing your relationship, investment approach, reporting & board education capabilities, and fees. We are happy to share a sample RFP for investment advisory services that you can use when evaluating advisors – just reach out to us!
What does it mean to be a fiduciary, and how does Raffa uphold that responsibility?
Being a proud fiduciary, Raffa must always put the best interests of our clients ahead of anything else. We sit on the same side of the table as you – advocating for the best interests of our clients. Our role as a fiduciary is outlined in writing in our advisory agreement. You can have full faith that Raffa is committed to care, duty, and disclosure as a fiduciary.
What types of organizations do you typically work with?
Raffa serves a variety of groups that are considered tax-exempt under IRS Section 501(c) including associations and other membership based organizations, professional and trade organizations, social advocacy groups, public charities, Foundations, public charter and private schools, professional medical societies, private Foundations, endowments, and more. We also serve the investment needs of For-Profit entities.
Can we engage Raffa for only certain services (like an investment policy review)?
We don’t offer à la carte services. Hiring Raffa means you get access to a full service investment adviser. Our fee is all-inclusive and covers all of our core services on an ongoing basis including policy development and refinement, investment management, reporting, and Board education & training.
Do you offer OCIO (Outsourced Chief Investment Officer) services?
Yes, this is Raffa’s core role. We can serve in either a discretionary or non-discretionary role as an OCIO.
Do you work with other institutional clients?
Yes, Raffa works with other institutional clients like for-profit companies, Voluntary employees beneficiary associations (VEBA), and more.
Do you work with For Profit Entities?
Yes, Raffa works with For Profit Companies.
Do you work with Endowments and Foundations?
Yes, Raffa’s core focus is providing investment and fiduciary services for Endowments and Foundations.
Disclosures: Data
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