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
Prioritizing Savings Goals
Before even beginning to create an effective budget, you need to understand what you are saving towards. Read on to learn more about setting savings goals and prioritizing them.
Keep Calm and Carry On
After a strong performance in the third quarter and over much of the past decade US stocks had their worst month in seven years in October.
Budgets and Retirement
Using a budget to understand your income and expenses can help you plan spending habits, decrease unnecessary and excessive spending, and take control of your finances. For retirement planning, effective budgeting is an important step in deciding how much you can afford to contribute to your retirement plan, and how much you may need in
Challenges, opportunities and solutions based on client interactions
Join RWM for one of our upcoming education seminars.
- How Much Should My Nonprofit Target for Reserves? – Presentation
December 5 @ 12:00 pm