Our mission is to empower investors to make better informed decisions. Our approach involves streamlining the portfolio management process to help clients achieve their financial goals.
We promote the idea “Investors Deserve to Know” as a way to highlight the need for transparency, clarity, and accountability in the investing process. We believe that you should be absolutely certain about the fees you’re paying and the value you’re receiving. Whether it’s strengthening an investment policy, clarifying retirement possibilities, or advocating in the best interest of your organization and staff, we’re here to help. When the investing process is streamlined and clear, you are able to make informed decisions and focus on what matters most.
Get your questions answered today
The Study on Nonprofit Investing (SONI)
Launched in 2012, the annual Study on Nonprofit Investing (SONI) seeks to meet the need for timely, relevant, actionable data about how nonprofits invest their reserves and how their investments perform.
Now is your chance to answer the question—Are my organization’s investment reserves “normal”?
Nonprofits Deserve to Know
The SECURE Act And You
The ‘Setting Every Community Up for Retirement Enhancement Act of 2019’, better known as the SECURE Act, became effective January 1, 2020. The SECURE act changed many aspects of retirement plans. We discussed some of the components of the act in a blog post this summer. Please click here to read more from Fidelity about[…..]
The Decade In Review
As we turn the page on the 2010s, our friends at Dimensional Fund Advisors have put together a short white paper reviewing the past ten years.
US stock market performance has been muted so far in December as this weekend’s deadline looms for the U.S. to levy new tariffs on $160 billion dollars of Chinese goods. The market’s reaction to the ongoing negotiations has been a constant in 2019, as investors try to digest new information and understand the ever-changing potential[…..]
Challenges, opportunities and solutions based on client interactions
Join RWM for one of our upcoming education seminars.
- SONI Session – ESG & SRI Investing
January 31 @ 8:30 am
- Reviewing Your Retirement Plan Fees
February 5 @ 12:00 pm
- SONI Session – Investment Management/Adviser Models & Fees
February 18 @ 8:30 am
- Objectively Evaluating Your Organization’s Investment Program
February 19 @ 12:00 pm
- Retirement Plan Due Diligence
March 5 @ 12:00 pm