​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.

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

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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

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