Financial Portfolio Management in Brentwood, MO

Financial Portfolio Management Brentwood, MO. It can be confusing and draining to manage a wide variety of investments while also monitoring market fluctuations. Your experienced Brentwood, MO financial professionals at Correct Capital know how to manage all of your investments. As a Registered Investment Advisor (RIA), we have access to a wealth of research and investment solutions to ensure your money is growing as it should. Call us today at 314-930-401K or contact us online to create your ideal portfolio and safeguard you and your family’s future.

As the ultimate goal of financial portfolio management is to increase your wealth, you need fiduciary mindset Brentwood, MO financial portfolio management advisors you can trust. As we are unbiased and privately owned, we avoid conflicts of interest and are legally compelled to offer you advice and manage your portfolio in a way that’s the best thing for for you and only you. We have worked side by side with hundreds of Brentwood, MO area residents and families to design bespoke financial solutions and help grow their wealth, regardless of what their needs or goals may be.

What is Financial Portfolio Management?

A financial portfolio is the collection of your financial assets. A skilled Brentwood, MO financial consultant can supply portfolio management to better meet your goals. There are many investment opportunities to consider:

  • Stocks, or equities, are the shares you own of publicly traded companies. You will be able to sell some stocks for more than you bought them for as their value rises over time. Some corporations also pay out a part of their profits to their investors as dividends.
  • Bonds could be either corporate or governmental, and are in essence a loan made from a borrower to an investor. They are usually given as a way for the borrower to fund projects or operations. As the investor, you make money off of the interest payments on the loan.
  • Cash and cash equivalents are either the money you already have in your account, or anything that is easily converted into cash such as treasury bills, short-term government bonds, marketable securities, or similar readily-convertible assets.
  • Mutual Funds are an investment strategy that accumulates money from several investors and invests it in different securities, such as stocks, bonds, or other assets. They allow individual investors to diversify their assets, often have relatively low initial investment requirements, and can be purchased in partial shares or fixed dollar amounts. Mutual funds are managed by a fund manager, and shares are bought and sold at their closing price at the end of the day.
  • Exchange Traded Funds (ETFs) are similar to mutual funds in that investors pool their funds and they allow for a diversified portfolio. ETFs can hold traditional assets such as stocks and bonds, or alternative assets like commodities. They give investors access to a particular market segment and at the same time provide diversification across the sector. ETFs are purchased and sold throughout the day as their prices fluctuate.
  • Alternative assets are any assets not covered above. Stocks, bonds, and cash are usually considered the core assets of a financial portfolio, but a portfolio can also include real estate or cryptocurrencies.

Financial portfolio management is the process of overseeing a client’s finances in a way that meets their long-term goals and adheres to their risk tolerance. The dependable Brentwood, MO financial portfolio consultants at Correct Capital will help you understand how to position each kind of asset to meet your unique needs. As our Brentwood, MO clients put their financial future in our hands, we endeavor to build personal relationships with them and understand your financial portfolio management needs to optimize your assets.

Correct Capital’s Portfolio Management Strategy

Depending on your specific needs, our Correct Capital Brentwood, MO financial advisors will help you understand what investment strategies are best for you. We actively manage your investments to make sure your portfolio and you financial goals stay synched.


Active Financial Portfolio Management

This investment strategy typically requires daily decisions and transactions. While it is sometimes considered to be high-risk, our Brentwood, MO financial consultants have the experience to actively manage your account without endangering your preferred level of risk. The objective here is to outperform the market and to get you the highest possible return on your investments. The success of this strategy depends on up-to-date, in-depth research and analysis and savvy financial advisors and portfolio managers. As an RIA, Correct Capital has the tools and resources you need to optimize your portfolio. We observe market trends, shifts in the economy and more in order to precisely time the sale and purchase of assets to maximize your returns.

With our experience and personalized guidance, our team of financial consultants will adapt with changes in the market to design a financial portfolio management plan tailor-made specifically for you and your Brentwood, MO family.

Passive Financial Portfolio Management

This is often referred to as a ”set-at-and-forget-it” approach, and it tries to match the performance of a particular market index with the idea being that your money grows slowly over time, trading off a potentially higher return with more certainty.

While some Brentwood, MO investors would rather have a passive investment strategy, we think of ourselves as active portfolio managers. The Brentwood, MO investment consultants at Correct Capital have the experience and knowledge to actively manage your investments in order to optimize your investments with the idea of keeping your wealth growing always at the forefront of our minds.

Key Concepts in Financial Portfolio Management

Risk Tolerance

The Brentwood, MO financial professionals at Correct Capital understand that every Brentwood, MO client is different, and as such will have varying degrees of aversion to or tolerance for risk. Every investment carries some level of risk, but depending on your risk tolerance you may need a more active or a more passive financial portfolio management approach. Brentwood, MO residents with a lower risk aversion will be more willing to see fluctuations in their portfolio in the market, while people with a lower risk tolerance will want to see gains that may not be as high, but will be steadier and more consistent. Our Brentwood, MO team of financial advisors will give you independent, objective, and unbiased guidance to help you find the best risk tolerance for your portfolio.


Asset Allocation

Asset allocation is the determination of how to position your wealth for long-term growth. A healthy blend of asset allocation will help your portfolio match your risk tolerance, safeguard against loss, and maximize tax benefits. Optimal asset allocation can be complicated and confusing, even for experienced Brentwood, MO investors. Correct Capital’s team of Brentwood, MO financial advisors has the data, research capabilities, and knowledge to allocate your money in a way that stimulates growth and mitigates risk.


Diversification

The only given in the investment community is that there is no 100% accurate, guaranteed way to predict winning and losing stocks. Your Brentwood, MO financial portfolio management team at Correct Capital will help plan how to meet your goals with the understanding that diversification is an important part of financial portfolio management. Having more types of assets and distributing your assets across various investments can help manage risk.


Rebalancing

Sometimes fluctuations in the market lead a client’s preferred target allocation to change. You may have started with a 70/30 high-risk to low-risk ratio, however changes in the market moved it to an 80/20 ratio. Our Brentwood, MO financial portfolio management consultants will rebalance your portfolio to keep it aligned with your risk tolerance and inspire strong long-term results.


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Why You Should Hire Correct Capital as Your Brentwood, MO Financial Portfolio Management Advisors

At Correct Capital, we endeavor to build a financial portfolio management strategy for every Brentwood, MO client that is as unique as their individual financial goals. We build a personal relationship with you to enhance our understanding of how we can help you. We’ll analyze your income and spending to create a personalized budget and create optimal asset allocation. With our secure and easy-to-use online portal, you’ll be able to follow your wealth growth every day. Whether you’re trying to grow your children’s college fund, planning your retirement, making business transactions, or trying to leave as much behind for future generations as you can, our Correct Capital Brentwood, MO financial advisors will help you meet your financial goals. As a fiduciary advisory firm, we are legally required to do what’s in your best interest. Call us today at 314-930-401K or contact us online.


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