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.

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Email soni@raffawealth.com

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

RWM Insights

Downside Protection When You Need It Most

2019 has seen optimism spread to the capital markets with traditional asset classes all posting strong returns to start the year.  As investors’ fears dissipate and we bask in the tremendous run that has marked the start of the year, let’s examine the role of high-quality fixed income in your portfolio as a tool to[…..]

Downside Protection When You Need It MostRead more

Retirement Plan Vesting Schedules

Vesting in a Retirement Account is an important, but often misunderstood aspect of a retirement plan.

Retirement Plan Vesting SchedulesRead more

Tuning Out the Noise in 2019

After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018.

Tuning Out the Noise in 2019Read more