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Raffa Investment Advisers
  • About Us
    • Leadership & Staff
    • Investment Philosophy
    • Careers
  • Services
    • Services for Associations and Other Nonprofits
    • Services for Families & Individuals
      • Portfolio Management
      • Consolidated Reporting
      • Retirement Income Planning
      • Charitable Giving and Estate Planning Guidance
    • Qualified Retirement Plan Advisory Services
    • Case Studies
  • RIA Insights
  • Resources
    • Upcoming Events
    • Research
    • Sample Reports
    • Case Studies
    • Documents and Disclosures
  • SONI
    • About SONI
    • SONI Results
    • SONI Insights
    • Additional Resources
  • Contact Us
  • Client Login
Raffa Investment Advisers
  • About Us
    • Leadership & Staff
    • Investment Philosophy
    • Careers
  • Services
    • Services for Associations and Other Nonprofits
    • Services for Families & Individuals
      • Portfolio Management
      • Consolidated Reporting
      • Retirement Income Planning
      • Charitable Giving and Estate Planning Guidance
    • Qualified Retirement Plan Advisory Services
    • Case Studies
  • RIA Insights
  • Resources
    • Upcoming Events
    • Research
    • Sample Reports
    • Case Studies
    • Documents and Disclosures
  • SONI
    • About SONI
    • SONI Results
    • SONI Insights
    • Additional Resources
  • Contact Us
  • Client Login

SONI Results – Charities

Participation

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Segmentation & Asset Allocation

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Reserve Policy

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Investment Performance

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ESG/SRI Restrictions

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COVID-19 Impact

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Please reach out if you have questions about SONI results, if you want a custom report to share with your board, or to request info about RIA: soni@raffaadvisers.com

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