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

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

Rebalancing Your Retirement Portfolio

A challenge that faces many individuals planning for retirement, is maintaining the discipline to rebalance their accounts on a regular basis.

Rebalancing Your Retirement PortfolioRead more

2018, A Return to Normalcy

Looking back, 2018 certainly felt like a roller coaster ride for investors.  After a fantastic nine year run where US stocks returned an annualized 15.44%, you can see why 2018’s results came as a surprise for many.  Coming off their 4th best year since 2000, domestic stocks, as measured by the Russell 3000, had their first calendar year decline since 2008.  The volatility in the equity markets seemed[…..]

2018, A Return to NormalcyRead more

Upcoming Events

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