ASAE - Raffa Investment Advisers

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1899 L St NW, Suite 850, Washington, DC 20036-3804, USA

Raffa Investment Advisers

Empowering Associations through Expert Investment Management and Strategic Financial Guidance

Specializing in tailored investment management services, this firm positions itself as a strategic ally to the association industry, leveraging over twenty years of expertise. Their focus covers managing reserves, endowments, and retirement plans with a commitment to aligning financial strategies with the mission objectives of their clients. Based in Washington, D.C., the organization has established a foundation of trust with more than 140 nonprofit and association clients, known for delivering not just excellent investment performance, but also equipping association leaders with critical educational resources.

Their team of adept financial advisors takes a client-centric approach, understanding the distinctive fiduciary duties of nonprofit entities. They furnish clients with profound insights through comprehensive research and market commentary, promoting informed decision-making capabilities. The firm's proactive dedication is further evidenced by their educational efforts, including a notable Study on Nonprofit Investing (SONI), engaging hundreds of organizations annually. This engagement underlines their commitment to enhancing financial acumen within the association community, ensuring associations can optimize both their fiscal health and their ability to achieve mission-driven impacts.