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Raffa Wealth Management
Raffa Wealth Management

 Nonprofit Policy Consulting

Nonprofit executives and their Trustees have a lot on their plate when it comes to the role of oversight of investment advisors or managers.

Raffa Wealth Management is focused on supporting this critical level of oversight. Typical consulting engagement services include:
 
  • Investment policy statement review and revision.
  • Analysis of investment risk and fees.
  • Verification that benchmarks and performance are in-line

Nonprofits routinely need specialized services related to their investments.  The following is a list of such services that RWM can provide:

  • Aggregate accounting and/or performance reporting for multiple accounts or managers
  • RFP for investment advisors or managers
  • Retirement plan mutual fund analysis
  • Board or Committee education
Wealth Management Blog
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