Portfolio Management for Nonprofits & Associations
As a full service investment adviser, we provide tailored, mission aligned portfolio and investment management for nonprofit organizations.
portfolio management
Raffa serves as a full-service investment partner, providing the expertise and structure of an Outsourced Chief Investment Officer (OCIO). We take on the day-to-day responsibility of managing your organization’s investments so your board and staff can focus on advancing your mission with confidence.
As a fiduciary, Raffa assumes discretionary authority over investment decisions — ensuring every move in your portfolio is made with your organization’s best interests at heart. Our approach combines strategic asset allocation and fund & manager selection to balance growth, risk, and liquidity in alignment with your long-term goals.
We also specialize in customized values-based investing strategies, integrating environmental, social, and governance (ESG) factors or other mission-driven priorities to reflect what matters most to your organization.
Our team provides ongoing portfolio oversight, including regular trading, rebalancing, and performance monitoring to keep your investments on target. We manage cash flows and liquidity proactively, so your organization always has the resources it needs for operations, grants, or new opportunities—without compromising long-term sustainability.
With Raffa as your OCIO, you gain a trusted partner committed to strong nonprofit investment governance, transparent communication, and the assurance that your investments are managed with purpose and discipline.
WHY WE STAND OUT
RAffa's Portfolio management highlights
Best in class investment solutions
Our investment solutions
client-tailored portofolios
Client tailored portfolios
proactive communication
proactive communication
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TESTIMONIALS
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Thought Leadership
Insights and thought leadership from Raffa’s portfolio management team on best practices for nonprofits and associations.
FAQs
What services are included in portfolio management?
Our services include asset allocation, investment selection, ongoing monitoring, rebalancing, , and regular performance reporting. Our fee also covers our policy development and Board education and training services which are described separately on our website.
How often will I hear from you?
We believe in proactive communication and pride ourselves on our boutique client service. Clients receive monthly updates, real-time alerts when action is needed or recommended, and are always encouraged to schedule regular check-ins. Our goal is to respond to client emails within an hour – something our team takes great pride in.
Do you offer proprietary investments?
No. Raffa is a proud fiduciary and we do not offer proprietary investment solutions, which would create a conflict of interest.
Do you build custom portfolios for clients?
Yes, we work with our clients to understand their needs and goals to design a custom segmentation and investment solution that aligns with their risk tolerance.
Who holds my investments?
Raffa selected Charles Schwab Institutional (Schwab) as the independent third-party custodian that holds your assets securely. Schwab has a long track record of protecting client accounts. You maintain full ownership and transparency at all times through Schwab.
Can I see how my portfolio is performing?
Yes. Clients have 24/7 access to a secure portal where they can view performance, asset allocation, transactions, reports, and more. The client portal updates daily and is completely customizable based on your needs and preferences.
Are you a fiduciary?
Yes. We are a fiduciary 100% of the time. That means we are legally and ethically obligated to act in your best interest. Our fiduciary status is outlined in writing in our advisory agreements with clients.
Disclosures: Data