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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Get your questions answered today

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

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.

Current Market Volatility & Your Retirement PlanRead more

Value vs. Growth – A Historical Take

As part of RWM’s investment strategy, we seek to tilt the equity allocations to emphasize companies with a value orientation.

Value vs. Growth – A Historical TakeRead more

Yield Curve Inversion – A Closer Look

Last week we saw the yield curve invert once again in 2019, with yields on the 10-year treasury note dipping below those of the 2-year note. 

Yield Curve Inversion – A Closer LookRead more