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.