Financial Portfolio Management in Brentwood, MO

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

As the ultimate goal of financial portfolio management is to grow your wealth, you need fiduciary mindset Brentwood, MO financial portfolio management advisors you can trust. As we are objective and privately owned, we avoid conflicts of interest and are legally compelled to counsel you 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, whatever 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 advisor can offer portfolio management to better meet your goals. There are many investment options 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 companies also pay out a part of their profits to their investors as dividends.
  • Bonds could be either corporate or governmental, and are essentially a loan an investor makes to a borrower. They are most often given as a way for the borrower to bankroll projects or operations. As the investor, you make a profit when the interest on the loan is paid back to you.
  • Cash and cash equivalents are either the money you already have in your account, or any asset 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 program that collects money from several investors and invests it in a variety of securities, such as stocks, bonds, or other assets. They let individual investors diversify their assets, usually have relatively low initial investment requirements, and can be bought 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 investments are pooled and they can help create a very diversified portfolio. ETFs can hold traditional assets such as stocks and bonds, or alternative assets like commodities. They give investors access to a particular part of the market while providing 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 typically 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 guide you in your understanding of how to position each kind of asset to meet your personal 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 consultants will help you pick the best methods of investment for you. We actively manage your investments to make sure your portfolio stays aligned with your financial goals.


Active Financial Portfolio Management

This investment approach usually requires daily decisions and transactions. While it is sometimes thought of as high-risk, our Brentwood, MO financial consultants know how to actively manage your account without jeopardizing your preferred level of risk. The goal here is to beat the performance of the market and to get you the highest possible return on your investments. You need savvy financial consultants with up-to-date, in-depth research and analysis in order for this strategy to be successful. As an RIA, Correct Capital has the tools and resources you need to optimize your portfolio. We follow 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 knowledge and customized guidance, our team of financial professionals will adapt as the market changes to design a financial portfolio management plan personalized 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 seeks to match the performance of a particular market index with the idea being that your money grows slowly over time, prioritizing certainty over a potentially higher return.

While some Brentwood, MO investors prefer the idea of 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 assets in order to optimize your money 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 advisors at Correct Capital are aware that every Brentwood, MO client has their own life circumstances, and as such will have varying degrees of aversion to or tolerance for risk. All investments carry some level of risk, but depending on your risk tolerance you may require a more active or a more passive financial portfolio management strategy. Brentwood, MO residents with a higher risk tolerance will be more willing to see fluctuations in their portfolio in the market, while individuals or families with a lower risk tolerance will want to see gains that may be lower, but will be steadier and more consistent. Our Brentwood, MO team of financial advisors will give you independent, objective, and unbiased advice 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, protect against loss, and give you the best tax benefits. Optimal asset allocation can be intricate and confusing, even for experiencedBrentwood, MO investors. Correct Capital’s team of Brentwood, MO financial advisors has the data, analysis capabilities, and knowledge to allocate your money in a way that stimulates growth and mitigates risk.


Diversification

The only given in the investment world is that there is no 100% accurate, fool-proof 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 to 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 stimulate 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 design a financial portfolio management strategy for each Brentwood, MO client that is as unique as their individual financial goals. We build a personal relationship with you to best understand how we can help you. We’ll create a personalized budget based on your spending and income and create optimal asset allocation. With our secure and easy-to-use online portal, you’ll be able to track 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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