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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.
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