Financial Portfolio Management in Crestwood, MO

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Financial Portfolio Management Crestwood, MO. It can be complicated and draining to control a wide variety of investments while keeping an eye on market fluctuations. Your experienced Crestwood, MO financial advisors at Correct Capital know how to handle all of your investments. As a Registered Investment Advisor (RIA), we have access to an abundance of research and investment solutions to ensure your money is growing as you need it to. Call us today at 877-930-4015 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 increase your wealth, you need fiduciary mindset Crestwood, MO financial portfolio management consultants you can trust. As we are independent and privately owned, we avoid conflicts of interest and are legally compelled to advise you and manage your portfolio in a manner that’s best for you and only you. We have worked hand-in-hand with hundreds of Crestwood, MO area residents and families to design bespoke financial solutions and help grow their money, whatever their needs or goals may be.

What is Financial Portfolio Management?

A financial portfolio is the collection of your financial assets. An adept Crestwood, MO financial professional can offer portfolio management to better meet your goals. There are many types of investments 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 offer a part of their profits to their investors as dividends.
  • Bonds could be either corporate or governmental, and are essentially a loan made from a borrower to an investor. They are usually given as a way for the borrower to pay for 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 , including, for example treasury bills, short-term government bonds, marketable securities, or similar readily-convertible assets.
  • Mutual Funds are an investment program that pools money from multiple investors and invests it in assorted securities, such as stocks, bonds, or other assets. They allow individual investors to diversify their assets, typically 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 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 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 listed above. Stocks, bonds, and cash are often thought to be the core assets of a financial portfolio, but a portfolio can also include real estate or cryptocurrencies.

Financial portfolio management is the task of overseeing a client’s finances in a way that meets their long-term goals and adheres to their risk tolerance. The trusted Crestwood, 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 Crestwood, MO clients entrust us with their future, we strive to build personal relationships with them and understand your financial portfolio management needs to optimize your assets.



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Correct Capital’s Portfolio Management Strategy

Contingent upon your specific needs, our Correct Capital Crestwood, MO financial consultants 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 consists of daily decisions and transactions. While it is occassionally considered to be high-risk, our Crestwood, MO financial professionals have the experience to actively manage your account without compromising your preferred level of risk. The goal here is to beat market performance and to get you the best possible return on your investments. The success of this strategy depends on up-to-date, in-depth research and analysis and savvy financial professionals and portfolio managers. As an RIA, Correct Capital has the tools and resources you need to optimize your portfolio. We follow market trends, changes to the economy and more in order to precisely time the sale and purchase of assets to maximize your returns.

With our knowledge and bespoke guidance, our team of financial advisors will adapt with changes in the market to create a financial portfolio management plan tailor-made specifically for you and your Crestwood, MO family.

Passive Financial Portfolio Management

This is often referred to as a “hands-off” strategy, 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 Crestwood, MO investors favor a passive investment strategy, we think of ourselves as active portfolio managers. The Crestwood, MO investment consultants at Correct Capital have the experience and knowledge to actively manage your money in order to optimize your money in the interest of keeping your wealth growing.

Key Concepts in Financial Portfolio Management

Risk Tolerance

The Crestwood, MO financial consultants at Correct Capital know that every Crestwood, MO client has their own life circumstances, and therefore their tolerance for or aversion to risk will be different. Every investment carries some amount of risk, but depending on your risk tolerance you may require a more active or a more passive financial portfolio management approach. Crestwood, MO residents with a lower risk aversion 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 not be as high, but will be steadier and more consistent. Our Crestwood, MO team of financial advisors will give you independent, objective, and unbiased direction 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 combination of asset allocation will help your portfolio match your risk tolerance, protect against loss, and maximize tax benefits. Optimal asset allocation can be complex and confusing, even for experienced Crestwood, MO investors. Correct Capital’s team of Crestwood, MO financial advisors has the data, analysis capabilities, and experience to allocate your money in a way that stimulates growth and mitigates risk.


Diversification

The only constant in the investment world is that there is no 100% accurate, perfect way to predict which stocks will rise in value in which will fall. Your Crestwood, MO financial portfolio management team at Correct Capital will help strategize how to meet your goals with the understanding that diversification is a key 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 Crestwood, MO financial portfolio management consultants will rebalance your portfolio to keep it in line with your risk tolerance and inspire strong long-term results.


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

At Correct Capital, we endeavor to build a financial portfolio management strategy for each Crestwood, 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 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 see how your wealth is growing every day. Whether you’re trying to grow a fund for your children’s higher education, planning your retirement, making business transactions, or trying to leave as much behind for future generations as you can, our Correct Capital Crestwood, MO financial advisors will help you meet your financial goals. As a fiduciary advisory firm, we are legally obligated to do what’s in your best interest. Call us today at 877-930-4015 or contact us online.


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