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.

Learn More

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

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. 

Retirement Income CalculatorRead more

Embracing Volatility

Through the end of September, US equity and fixed income markets have soared returning over 20% and 8.5% respectively[1]. 

Embracing VolatilityRead more

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