Portfolio Management

Portfolio Management

​Portfolio Management is offered as a service to clients who wish to delegate all of the day-to-day tasks of managing their portfolio to Seagrass Financial.

Portfolio Management is not a stand-alone service; it is offered along with the Comprehensive Financial Planning service.  

Portfolio Management includes the following:

  • Execute transactions to implement Investment Plan

  • Communicate tax consequences of transactions

  • Invest new cash in accumulation phase

  • Monitor portfolio and rebalance as necessary

  • Manage income stream in decumulation phase

  • Manage Required Minimum Distributions (RMDs) for clients over 70.5

For a more detailed description, check out the What to Expect page.