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.

© 2021 Seagrass Financial, LLC.

Seagrass Financial, LLC is a Registered Investment Advisor Firm in the State of Oregon.  Prior to any advisory work conducted outside Oregon, Seagrass Financial, LLC would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.