We work with business owners and professionals to develop long-term investment goals and portfolio strategies to meet their unique financial objectives.
Three central tenets guide Raffa's work in managing every client portfolio:
- Take risks worth taking.
- Every dollar counts.
- Increase the chances of success.
We use a sophisticated modeling program
to help determine the asset allocation that provides the greatest probability of achieving a desired outcome
. The advantage of this to you is that we can more precisely identify the level of risk that you need, or, more importantly, that you don’t need, to take. By taking no more risk than is necessary, you can increase the likelihood that you will enjoy the lifestyle to which you’ve become accustomed and continue to support the people or initiatives you care about the most.
Above all, you will look to us to maximize the performance of your investment portfolio
, and we offer solutions backed by academic research designed to do just that. We proudly offer the following services:
- Comprehensive Portfolio Management
- Customized Financial Plans
- Access to institutional funds not available to individual investors.
- Retirement income optimization
- Portfolio rebalancing and maintenance
- Enhanced Tax Strategies
- Charitable giving and Estate Plan Consulting
- Consolidated Quarterly Performance Reporting