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 Economy vs. the Stock Market
Does economic performance always correlate with stock market performance?
Where Do We Go From Here?
In this post, we share five important lessons learned during the first half of 2020 and provide our outlook for the second half of 2020.
Working From Home
Although not in the office, RWM remains fully operational and ready to assist our clients. Take a look at how and where we’ve been working the past few months!
Challenges, opportunities and solutions based on client interactions
Join RWM for one of our upcoming education seminars.
- The Active vs. Passive Investing Debate is Over — Webinar
August 26 @ 1:00 pm
- Association Reserves, did your Organization’s Investment Policy hold up through the Q1 collapse? — Webinar
September 17 @ 2:00 pm
- Make your finance/investment committee meetings more concise, engaging, and effective — Webinar
November 17 @ 2:00 pm