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
Retirement Income Calculator
This month, we encourage you to utilize Vanguard’s Retirement Income Calculator to see how you may or may not be on track to meet your retirement goals.
Through the end of September, US equity and fixed income markets have soared returning over 20% and 8.5% respectively.
Current Market Volatility & Your Retirement Plan
In August, the yield curve on US Treasuries inverted. Often, this is viewed by investors as a recessionary signal.
Challenges, opportunities and solutions based on client interactions
Join RWM for one of our upcoming education seminars.
- How to Target Reserve Levels for Associations – Webinar
October 22 @ 2:00 pm
- The Power of a Women’s Voice – Women Changing the World for Good
October 24 @ 11:30 am
- Creating and Evaluating your Nonprofit’s Investment Program- Presentation
October 29 @ 12:00 pm
- SONI Session – ESG & SRI Investing
November 7 @ 8:00 am
- SONI Session – Cash Management, an alternative to CDs and Money Markets
November 19 @ 8:00 am