The Raffin Group LLC

Overview

The Raffin Group LLC is a small, owner-operated advisory firm that provides fee-based portfolio management primarily to individuals, families and small businesses, with some institutional clients. The firm operates under a percentage-of-AUM fee model and maintains a predominantly discretionary mandate, indicating it typically implements investment decisions on clients’ behalf. Strategically, the firm favors publicly available pooled vehicles — public funds and mutual funds are its single largest asset class — but it supplements those holdings with allocations to private-market and alternative strategies. The Raffin Group is not positioned as an allocator running its own funds; instead it sources exposure through third-party managers, private placements and conventional insurance-wrapped products where appropriate. The firm does not identify as an active ESG investor and operates from a single-state, single-office footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices