Nonprofits and Associations

"The Human Services Center is proud to call Raffa Investment Advisers our partner, and we have entrusted their outstanding team with our assets since 2017. One aspect that separated them both in the competitive bid process when we were checking references, and in our experience to date was and is their exceptional communication, availability, and responsiveness. The personal approach of their team with market reports, as well as catering our monthly reporting to our agency's needs have made our relationship with Raffa a rich experience."

"The expertise, experience and responsiveness that Raffa Investment Advisers brings to our investment plan has been a game changer! By aligning investment strategy with our mission and cashflow requirements they have continuously helped us meet our goals. We’ve had a great relationship with Raffa Investment Advisers for over 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."

“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.”

"We’ve had a great relationship with Raffa Investment Advisers for over ten years. Their communication skills, availability, and responsiveness has been outstanding over the years. They explain their strategy and approach in clear and understandable terms. Our management and board members trust and rely on their guidance. We’ve worked with the same advisor for our entire engagement but because of their team approach, another advisor can seamlessly step in if our primary advisor is unavailable. They have assisted us with policy development and periodic review of our risk tolerance. We highly recommend Raffa Investment Advisers and truly appreciate their expertise in helping us to meet our investment goals."

"We’ve had a great relationship with Raffa Investment Advisers for over six 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."