Schedule a Call

Nonprofits and Associations

Raffa Investment Advisers focuses specifically on the needs of nonprofits and associations. We serve 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

Work with Us

WHY WE STAND OUT

Our nonprofit service offerings includes:

Portfolio Management

PORTFOLIO MANAGEMENT

We are a full service investment adviser whose core services include: Policy support, Investment Management and Reporting & Client Communication
Learn More

Investment Policy Consulting

INVESTMENT POLICY CONSULTING

We can tailor engagements based on your unique needs and timeline.
Learn More

Retirement Plan Advisory

RETIREMENT PLAN ADVISORY

Support your organization’s fiduciary responsibility by drafting an investment policy statements and working to ensure that the plan operates within the policy guidelines
Learn More

Hear from Our clients

TESTIMONIALS

“We’ve had a great relationship with Raffa Investment Advisers for nearly five years. Their nonprofit experience and the qualifications of their advisors have allowed us to align investment strategy with our mission. The education they provide has been of great benefit to both our Board of Directors and Finance Committee. Raffa’s client communication is timely and on-target and the quality of reporting is always high.”
David Teske, Director of Finance and Administration Association of College Unions International

Contact Us

REady to work with an investment
adviser that knows you?

Schedule a Consultation

Disclosures: Data