Raffa Services
Raffa Services
Raffa Services

Professional Services investment advisory

Raffa has a unique specialty in developing the prudent processes that form good operational and governance procedures.

Trustees charged with the management or oversight of other people’s money - specifically nonprofit reserves and qualified retirement plans - turn to Raffa for trusted, independent support.

We have the experience, expertise and the resources to help your organization establish an effective investment policy statement (IPS).

We begin with a comprehensive review of existing financial documents including financial statements, cash flow projections, strategic planning, and any existing investment policies. We conduct interviews with key personnel in an effort to understand the organization's current financial condition and outlook. Key personal are often asked to complete a high-level, customized risk assessment survey. Based on all of the data collected, Raffa Wealth Management will make formal recommendations to inform key policy issues such as the segmentation of reserves (operating, short term, and long term), target asset allocation and benchmarking. 

The process is expeditious and unobtrusive. The result is a simple, clear policy that improves decision making and helps all those involved meet their fiduciary responsibility.

Contact us via email, or call 202.955.6734​ to find out how Raffa can with your Investment Policy Development.​​​
DC Certified Business Enterprise (CBE)
Raffa is a Certified Business Enterprise (CBE) - a Local Business Enterprise (LBE) - as designated by D.C.'s Department of Small and Local Business Development (DSLBD).