Raffa & Associates

Raffa & Associates, operating as Raffa Investment Advisers, is a specialized investment management firm dedicated to serving the unique needs of nonprofits and associations. With a focus on fiduciary investment support, Raffa provides tailored strategies, reporting, and communication to help organizations align their investment policies with their missions. The firm offers a comprehensive suite of services including investment policy development, portfolio management, board education, and retirement plan advisory. Raffa partners with the Institutional Division of Charles Schwab & Company, Inc. to ensure robust operations and client account security. Committed to enhancing the financial health of its clients, Raffa also provides educational resources through its Learning Community and offers tools for benchmarking nonprofit investments. As a registered investment adviser with the U.S. Securities and Exchange Commission, Raffa emphasizes effective governance and mission-aligned investment management, making it a trusted strategic partner for leading nonprofit organizations.