Raffa Investment Advisers

Overview

Raffa Investment Advisers is a SEC‑registered investment manager operating as an LLC and acting as a capital allocator for both individuals/families and institutions. The firm manages discretionary and non‑discretionary portfolios and provides a mix of portfolio management services for individuals, small businesses and institutions, plus pension consulting and selection of other advisers. Their fee model combines percentage‑of‑AUM charges with fixed fees, and they do not present themselves as an ESG‑focused manager. Investment practice appears built around model solutions and third‑party manager allocations rather than exclusively in‑house concentrated stock picks. Public mutual funds make up the single largest slice of assets, while the firm supplements core public exposure with outsourced strategies and alternatives to dampen volatility and seek return sources uncorrelated to broad markets. Raffa uses custodial infrastructure at Charles Schwab to support its trading, reporting and client account administration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices