Schedule a Call

RFPS & Investment
Adviser Searches

Include Raffa in Your RFP

Thank you for considering Raffa Investment Advisers. To begin, please complete the form below and a Raffa team member will be in touch.

​If you would prefer to submit your RFP via email, please send it to info@raffaadvisers.com. Be sure to include your RFP, Investment Policy, and any other Supporting Documents.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Need Assistance?

Meet WIth Dennis

Schedule a complimentary consultation with Dennis Gogarty, President at Raffa, for assistance creating your Request for Proposal or to learn more about our firm. 

Book a Consultation

Download a Fully Editable RFP Template

Creating an RFP for nonprofit or association investment services? Start with one of the samples below and customize to your organization’s needs. For additional assistance, read our guide: How to Write an Investment Adviser RFP

What to Expect After You Submit

  1. We’ll respond promptly. A member of our team will contact you to learn about your organization and request your RFP and supporting materials.
  2. We’ll review your needs. We’ll review the RFP, ask any questions, and assemble the service team best suited to your organization.
  3. We’ll prepare our response. We’ll respond to your questions, explain our approach to nonprofit investing, and submit our proposal ahead of your deadline.
  4. We’ll stay engaged. If selected as a finalist, the proposed service team will participate in the presentation. If selected, we’ll move directly into onboarding.