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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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
Is Value Providing Value?
As part of the RWM investment strategy we seek to tilt the equity allocation of a portfolio towards value stocks. These are stocks that have low relative prices vs. their profits compared to growth stocks which have high relative prices vs. their profits. However, in recent years value stocks have trailed growth stocks. Is the
Keep it Simple by Consolidating Accounts
Changing jobs multiple times in a career is becoming the norm, and with each change in employer, comes a new retirement plan.
In a Trade War, Being Small is Better than Being Big
With rhetoric moving to action in June, concerns about the impact of a global trade war weighed on stock markets. The US has announced tariffs on Chinese and European goods and China and Europe has announced retaliatory tariffs. This has been a negative for the total world stock market which fell 0.56% in June as
Challenges, opportunities and solutions based on client interactions
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