Raffa Services
Raffa Services
Raffa Services

Professional Services investment advisory

Trust, but verify.

In recent years, the capital markets have become more complex and less transparent. Effective oversight requires more than trust, it requires validation. The process of benchmarking has also become increasingly complex, and without independent verification of advisor or manager performance, investors are left with only their advisor evaluating their own performance. While our clients may trust their advisors, they turn to Raffa Wealth Management for verification of investment performance.

Our benchmarking assessment and oversight service will:

  • identify value added from asset allocation and/or manager selection;
  • enable you to engage at a higher level with your manager/advisor;
  • empower you to hold accountable all those involved in the management of your assets; and
  • help improve your bottom-line results.

Raffa Wealth Management’s performance measurement begins by verifying that current benchmarks appropriately reflect the risk level of the portfolio and identifying any additional benchmarks that will add clarity to performance results. These benchmarks may be either standard market indices such as the S&P 500, or custom, blended indexes. Once benchmarks have been established, the ongoing evaluation centers on the comparison of the performance of those benchmarks to the client portfolio.

Finally, we will verify that investment fees are reasonable and that the investments are managed in compliance with the guidelines and restrictions set forth in the Investment Policy Statement.

 

Contact us via email, or call 202.955.6734​ to find out how Raffa can support your Benchmarking and Oversight needs.​​
Washington Business Journal's Book of Lists 2012
The Washington-Area's Top Accounting Firms, 2012​
Raffa ranked #18 among the area's top accounting firms in the Washington Business Journal's Book of Lists 2012.