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 info@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

How Much Should You Save for Retirement?

How much should we save for retirement? It’s a simple question with a complicated answer. Our friends at Dimensional Fund Advisors put together a short video detailing some of the important factors to consider when saving for retirement.

Trump Tariffs

Recently, President Trump announced that his administration planned to apply tariffs on all imports of 25% for steel and 15% on aluminum.  These wouldn’t target specific countries accused of malicious trade practices, but all countries.  Leaders from around the globe condemned the moves and said they could impose their own tariffs on US goods.  Investors

Trump TariffsRead more

Is there No Good Place to Invest?

With stocks hitting record highs nearly daily in January we heard from many investors that this couldn’t possibly continue. There was a fear that there would be a downturn. This time that sentiment proved to be correct. At the end of the month and beginning of February we saw a significant downswing with US stocks

Is there No Good Place to Invest?Read more