Raaf Investment Advisors is a wealth management firm focused on helping people reach—and maintain—financial security during their retirement years. We are committed to understanding each client's financial needs and priorities, and creating customized investment plans to achieve those goals.
We listen attentively to our clients, and identify the issues most important to their financial well-being. Our investment philosophy is to actively manage client assets, tailoring our investment choices to suit their risk tolerance. We strive to add value through our investment insights, and pay particular attention to preserving client assets during extended market downturns.
We listen attentively to our clients, and identify the issues most important to their financial well-being. Our investment philosophy is to actively manage client assets, tailoring our investment choices to suit their risk tolerance. We strive to add value through our investment insights, and pay particular attention to preserving client assets during extended market downturns.
Services
John brings over 24 years of experience in the investment industry to his clients. He is one of the few people in the industry to have earned both the Chartered Financial Analyst designation (CFA) and the CERTIFIED FINANCIAL PLANNER credential (CFP(R)). He is a member of both the Portland Society of Financial Analysts and the Estate Planning Council of Portland.
To best serve our clients, we must first understand their motivations, financial goals, and history of investing experience. We are passionate about helping our clients achieve financial security and work with each client to define what that means. Raaf Investment Advisors offers key advantages in the following areas.
The Investment Philosophy at Raaf Investment Advisors is to provide each client a competitive risk/reward experience suitable for their risk tolerance, financial goals and circumstances. We achieve this by maintaining a long-term investing orientation, and a disciplined implementation of globally diversified portfolios.
Reviews
Be the first to review Raaf Investment Advisors.
Write a Review
