Our nonprofit service offerings include:

  • Portfolio Management
  • Investment Policy Statement (IPS) Consulting
  • 457 Plan Management
  • 403(b) Plan Oversight and Participant Education
  • Investment Advisor Search/RFP Consulting
  • Consolidated Reporting
  • Board/Investment Committee Education
  • Qualified Retirement Plan Advisory

RWM embraces the “Fiduciary Standard,” as applied under the U.S. Investment Advisers Act of 1940, when providing investment advice to our clients.  RWM is independent of any broker and has no quotas or pressure to sell products. Simply put, we are committed to acting solely in the best interests of our clients at all times.

Through our affiliate, Raffa, PC, RWM clients have access to a suite of nonprofit services including accounting, consulting, human resources and technology consulting.

Through our unique work with the Study on Nonprofit Investing (SONI), RWM studies how associations and charities invest and publishes the comprehensive SONI results reports each year. SONI reports allow nonprofit boards/leadership to learn from each other and verify if their organization’s performance and practices are in line with their peers.

If your organization is a 501(c)(3), 501(c)(4), 501(c)(6), or another tax-exempt organization and would like to discuss the ways in which we can help streamline and simplify your investment oversight responsibilities, contact us today.