Question 1

What services does Raffa Investment Advisors provide?

Accepted Answer

Raffa Investment Advisors offers investment management, investment policy consulting, and retirement plan advisory services specifically tailored for nonprofits and associations.

Question 2

How does Raffa Investment Advisors align with the needs of nonprofits and associations?

Accepted Answer

Raffa Investment Advisors understands the unique challenges nonprofits and associations face, such as aligning investment policies with organizational goals, preferences, and risk tolerance, developing a reserve structure, and educating and engaging volunteer boards or finance committee members. They provide a modern, efficient approach to addressing these needs.

Question 3

What makes Raffa Investment Advisors different?

Accepted Answer

Raffa Investment Advisors is a proud fiduciary that supports the stewardship responsibilities of nonprofits and associations, allowing them to focus on their core mission. They offer a tailored investment approach and avoid unnecessary risks to provide a sensible approach to investing.

Question 4

How does Raffa Investment Advisors help nonprofits and associations navigate investment-related challenges?

Accepted Answer

Raffa Investment Advisors assists nonprofits and associations in navigating challenges such as a lack of transparency in performance reporting and fees, as well as aligning investment policies with their organizational goals, preferences, values, and risk tolerance.

Question 5

What are the benefits of working with Raffa Investment Advisors?

Accepted Answer

By working with Raffa Investment Advisors, nonprofits and associations can focus on their mission while the experienced financial advisors provide a modern, efficient approach to investing their reserves, endowments, and retirement plans, ensuring their investments are aligned with their organizational needs and values.

Raffa Investment Advisers

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About Raffa Investment Advisers

Frequently Asked Questions about Raffa Investment Advisers

What services does Raffa Investment Advisors provide?

How does Raffa Investment Advisors align with the needs of nonprofits and associations?

What makes Raffa Investment Advisors different?

How does Raffa Investment Advisors help nonprofits and associations navigate investment-related challenges?

What are the benefits of working with Raffa Investment Advisors?

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