RAFFA - Advancing the Concepts of Solid Nonprofit Management. More than just an Accounting Firm.

| RAFFA Wealth Management | Strategic Partners | Raffa Financial Services |

RAFFA Wealth Management

Raffa Wealth Management, LLC

An independent investment advisor specializing in delivering the resources nonprofits need to maintain strong governance, performance, and oversight standards in the management of their investment reserves or endowment.

Services for Nonprofits

At Raffa Wealth Management, we’re passionately committed to eliminating the barriers that impede the ability of nonprofits to achieve the market returns they deserve. We also recognize how important independence and objectivity are to executives and Trusteesin fulfilling the critical role of oversight.
The type of investment services available in the marketplace today are mostly of the ‘one size fits all’ variety. Instead, we offer a range of services designed to meet each of our client’s unique needs. From comprehensive portfolio management – to oversight and audit functions – to customize consulting engagements we tailor our services so you maximize value and return on investment.

Portfolio Management

We understand just how important transparency and clarity are in the nonprofit sector. Through clear, concise reporting and personal communication and interaction, we function as an objective source of financial guidance. We provide the support you need to interact with your Board and executive committees on a regular basis and report to them with knowledge and conviction.

Above all, we know you’re looking to us to maximize the performance of your investment portfolio, so we offer solutions backed by academic research designed to do just that. We employ an "asset class" based investment approach in an effort to deliver comprehensive market diversification among low or non-correlated assets at the lowest possible cost.

We strongly believe that eliminating unnecessary risks and expenses, and embracing the fundamentals that drive investment returns, provides for the greatest opportunity to achieve successful long term investment outcomes. When it comes to investing, simple is good.

Investment Audit & Oversight

The need cannot be overstate for an informed, independent entity to ensure that the portfolio is invested properly. We have the experience, expertise, and the tools to perform this function effectively and efficiently.

We’ll begin with a comprehensive review of the current investment policy statement’s objectives, guidelines, and constraints.
We’ll then make sure that the investments are managed in a manner that is consistent with the IPS from both a fee and risk perspective.
Finally, we’ll independently verify that your benchmarks are appropriate and that the portfolio is performing as expected by comparison to both market indices and peer group rankings.

Custom Investment Consulting

Nonprofits routinely need specialized services related to their investments that are not or should not be performed by an investment advisor/manager/broker. The following is a list of such services:

Board or Committee Member Education
New Board Member orientation
Presentation of current manager and advisor performance reports
RFP Assistance
Aggregate Accounting and/or Performance Reporting
Asset Allocation Consulting
Probability Analysis – (Grant and Expense Sustainability)

Raffa Wealth Management Brochure (PDF)

Socially Responsible Brochure (PDF)

Socially Responsible Investment Policy Questionnaire (PDF)

Visit the RAFFA Wealth Management Website

Contact us via email or call 202.955.6734 to find out how RAFFA Wealth Management can be of service.

This is neither an offer nor solicitation to buy or sell securities of any type.
Services provided under RAFFA, P.C.. are not affiliated with RAFFA Wealth Management.

RAFFA, P.C. address and contact details.