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ASAE Investment Management Solution - Raffa Investment Advisers

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Raffa Investment Advisers (RIA) is a proud fiduciary, created specifically to manage Associations’ investments. Our 80+ Association clients¹ rely on our partnership to meet their responsibility as investment stewards. Clients range from small organizations investing for the first time to large organizations with over $50 million invested.

We provide a modern, inexpensive² approach to investing. Through our many years of experience working with Associations we’ve learned what’s important when it comes to investing, developing policies, and communicating with Boards.

 “When we started Raffa Investment Advisers, we knew there was a need for transparency, clarity, and accountability in association focused investment services.  We’ve worked hard to put together a team of knowledgeable advisers that have association expertise and a genuine desire to help our clients achieve their goals.  We know the association community inside and out – and I’m proud to recommend RIA’s services to associations of all types.“ - Tom Raffa

 

We understand the challenges nonprofit and associations encounter…

  •  Aligning investment policies with organizational goals, values, and risk tolerance
  •  Making the best use of cash assets while balancing current, short, and longer-term objectives
  •  Navigating a lack of transparency in benchmarking, reporting and fees
  •  Orienting and educating volunteer Board members

… and we’re committed to helping you thrive.

What we do:

  •  Comprehensive Portfolio Management
  •  Investment Policy Development & Refinement;
  •  Values-based Investment Solutions
  •  Customized Performance Reporting & Communications
  •  Finance Committee + Board Orientation & Training
  •  Full-service adviser to Qualified Retirement Plans (401k, 403b, 457)

 For more information, please see the resources below:

Want to get started? Book time with Raffa today!
Email: Dennis@raffaadvisers.com

Disclosure 1: Data as of 12/31/2022 
Disclosure 2: The weighted average expense ratio across funds was 0.40% in 2021.  RIA’s typical weighted average expense ratio is 0.14%.  Source: Morningstar, Inc.  https://www.morningstar.com/lp/annual-us-fund-fee-study.
Disclosure 3: Tom Raffa is an owner and client of Raffa Investment Advisers. 

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*Your personal information will solely be used to send you information via email or direct mail about this product and will not be added to our database or used for other purposes.

ASAE Investments LLC may receive compensation from Raffa Investment Advisers for introducing associations to them for purposes of investing in ASAE Investment Management Solution. The fee will not increase or decrease the cost of the program. ASAE Investments may only transact business in the District of Columbia if licensed, excluded or exempted from the District’s investment adviser or investment adviser representative licensing requirements; and follow-up, individualized responses to persons in this state by the investment adviser or investment adviser representative that involve either effecting or attempting to effect transactions in securities, or rending of personalized investment advice for compensation, will not be made without compliance with the District’s investment adviser or investment adviser representative licensing requirement, or an applicable exemption or exclusion.