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Portfolio and Quarterly Reporting


   

Quarterly Performance Report

Our state-of-the-art performance-reporting platform is designed to deliver all the information that's required to make sound investment decisions quickly and easily. Toward that end, we can consolidate all of your account statements - even those for which we do not advise - so you can see your portfolio in its entirety.

The quarterly report starts broadly, identifying and comparing the total portfolio's performance to custom benchmarks over multiple time periods. We then drill down to the account level and ultimately assess the performance of each security in relation to benchmarks and peer groups.

Monthly Activity Report

RAFFA Wealth Management's flexible reporting platform allows you to see your portfolio's relevant performance and activity detail for any time period. Monthly activity reports are available within days following the end of each month and can be automatically sent to you by email.

An Account Summary, available anytime at your request, shows the portfolio's beginning and ending balance, income and expenses, and profit/loss over a given time period. Activity by Security, also available upon request, shows the detailed activity and performance of each security in your account over any time period.

 
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  • For Your Information:

  • RAFFA Wealth Management Reports

  • RWM Report Samples

  • Our nonprofit clients use our clear, concise reports for their quarterly Board meetings.

    Download RAFFA Wealth Management Sample Reports

  • Our individual clients use them to aggregate all of their investment accounts and simplify their financial lives.

    Download RAFFA Wealth Management Sample Reports

  • RAFFA Wealth In The News

  • FOX News

  • Dennis P. Gogarty, RWM President, answers money management questions for FOX News.

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