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.
Get your questions answered today
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
Retirement Contribution Updates for 2020
Towards the end of each year, the Internal Revenue Service (IRS) releases adjustments for retirement plan policies for the upcoming year.
How Markets Work and the FAANG Mentality
Is the market getting by with a little help from the so-called FAANG stocks? And does the performance of Facebook, Amazon, Apple, Netflix, and Google stand out historically?
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.
Challenges, opportunities and solutions based on client interactions
Join RWM for one of our upcoming education seminars.
- Reserve Best Practices & New Liquidity Regulations
December 10 @ 8:30 am
- Retirement Plan Participant Webinar
December 17 @ 12:00 pm