Actively Managed, Tax-Aware Portfolios for Retirement
Portfolio management is the ongoing work — rebalancing, tax-loss harvesting, and risk monitoring — that keeps your investment strategy working as markets and your life change. (See our Investments page for how we choose what goes into your portfolio.)
Book a ConsultationPortfolio Management in Three Steps
We build an allocation based on your goals, risk tolerance, and time horizon.
We rebalance and tax-loss harvest as markets move and your plan evolves.
You get transparent, regular reporting on performance, fees, and positioning.
Questions About Portfolio Management
What’s the difference between portfolio management and investment management at Tidewater?
Investment management is the philosophy and selection process — choosing the funds, ETFs, and securities that go into your portfolio. Portfolio management is the ongoing work that follows: rebalancing, tax-loss harvesting, and risk monitoring over time. Most clients use both together as one service.
How often is my portfolio rebalanced?
We review portfolios on an ongoing basis and rebalance when your allocation drifts meaningfully from target or when your goals or risk tolerance change — rather than on a fixed calendar that ignores market conditions.
What does portfolio management cost?
Fees are typically a percentage of assets under management and vary by relationship size and complexity. We’ll walk you through the exact fee schedule that applies to your situation during your first conversation.
Who actually manages my money day to day?
Your Tidewater advisor makes and oversees portfolio decisions, with assets held at Schwab or Fidelity as custodian — meaning your money is never held directly by our firm.
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See how your portfolio would be actively managed with Tidewater.
We’ll walk through your current holdings and where tax-aware management could help.
Book a Consultation