Insightful Investing. Thoughtful Planning.
At Raaf Investment Advisors, we are dedicated to providing personalized wealth management services to individuals and families seeking to achieve financial security during their retirement years. Our team, led by John C. Raaf, CFA, CFP, is committed to understanding each client's unique financial needs and priorities, and creating customized investment plans to achieve those goals.
Our Philosophy
Our investment philosophy is centered around actively managing client assets, tailoring our investment choices to suit each client's risk tolerance. We strive to add value through our investment insights, and pay particular attention to preserving client assets during extended market downturns. As a Registered Investment Advisor, we uphold the Fiduciary standard, meaning that our most important priority is to look out for our clients' best interests. As a fee-only advisor, our clients enjoy genuine transparency on what drives our choices and how we are compensated.
Our Services
We offer a range of services designed to help our clients achieve financial security. These include:
- Customized investment planning, tailored to each client's unique financial goals and risk tolerance
- Active portfolio management, with a focus on risk management and asset preservation
- Ongoing financial planning and review, to ensure that clients' goals and priorities are being met
- Fee-only compensation, providing transparency and alignment with our clients' interests
Our Advantage
At Raaf Investment Advisors, we are committed to delivering exceptional service and personalized attention to each client. Our team takes the time to understand each client's unique needs and priorities, and develops customized investment plans to achieve those goals. Our investment philosophy is centered around actively managing client assets, and we prioritize preserving client assets during extended market downturns. As a Registered Investment Advisor, we uphold the Fiduciary standard, and as a fee-only advisor, our clients enjoy genuine transparency on what drives our choices and how we are compensated.
