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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 Reports

SONI Report

The 2019 SONI Report, segmented by nonprofit type and budget size.

Complimentary for survey participants

SONI Comparison Report

Custom report comparing your responses to the SONI Benchmarks for performance, fees and asset allocation.

$45

SONI Assessment

Adviser review of results from the SONI Custom Report with insights and recommendations for how to strengthen your portfolio.

$185

SONI Board Report

A consulting engagement to review your IPS, create a blended policy benchmark, and Board Report with an agenda for your next Finance Meeting. Connect with us to learn more about this opportunity for a 360 review.

$450

If you are interested in SONI Custom Reporting, let us know!

 

 

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