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…
… and we’re committed to helping you thrive.
What we do:
For more information, please see the resources below:
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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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ASAE Investments LLC may receive compensation from Brown Advisory, Fiducient Advisors, Graystone Consulting or Raffa Investment Advisors 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.