Financial Portfolio Management in Eureka, MO

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Financial Portfolio Management Eureka, MO. It can be complex and tiring to control a wide variety of investments while staying on top of market fluctuations. Your experienced Eureka, MO financial consultants at Correct Capital know how to oversee 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 fortify you and your family’s future.

As the ultimate goal of financial portfolio management is to grow your wealth, you need fiduciary mindset Eureka, MO financial portfolio management professionals you can trust. As we are objective and privately owned, we avoid conflicts of interest and are legally compelled to offer you advice and manage your portfolio in a manner that’s best for you and only you. We have worked together with hundreds of Eureka, MO area residents and families to construct customized 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. A talented Eureka, MO financial professional can offer 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 companies also offer a portion 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 most often given as a way for the borrower to finance 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 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 strategy that accumulates 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, usually 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 provide investors with access to a particular part of the market and simultaneously provide diversification across the sector. ETFs are bought and sold throughout the day as their prices fluctuate.
  • Alternative assets are any assets not mentioned above. Stocks, bonds, and cash are typically 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 process of overseeing a client’s finances in a way that meets their long-term goals and adheres to their risk tolerance. The trusted Eureka, MO financial portfolio professionals at Correct Capital will guide you in your understanding of how to position each type of asset to meet your personal needs. As our Eureka, 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 Wealth Management's office is physically located in St. Louis, MO, but we serve clients throughout the United States in both personal financial planning and corporate retirement plans.

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Correct Capital’s Portfolio Management Strategy

Contingent upon your specific needs, our Correct Capital Eureka, MO financial professionals will help you understand what investment strategies are best for you. We actively manage your investments to make sure your portfolio stays aligned with your financial goals.


Active Financial Portfolio Management

This investment strategy typically requires daily decisions and transactions. While it is occassionally considered to be high-risk, our Eureka, MO financial advisors know how to actively manage your account without jeopardizing your preferred level of risk. The objective here is to beat the performance of the market and to get you the best 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 track 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 experience and customized guidance, our team of financial advisors will adapt as the market changes to create a financial portfolio management plan tailor-made specifically for you and your Eureka, MO family.

Passive Financial Portfolio Management

This is often referred to as a ”set-at-and-forget-it” strategy, and it tries 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 Eureka, MO investors would rather have a passive investment strategy, we consider ourselves active portfolio managers. The Eureka, MO investment professionals at Correct Capital have the experience and knowledge to actively manage your assets in order to optimize your money in the interest of keeping your wealth growing.

Key Concepts in Financial Portfolio Management

Risk Tolerance

The Eureka, MO financial consultants at Correct Capital understand that every Eureka, MO client has their own life circumstances, and therefore their tolerance for or aversion to risk will be different. All investments carry some level of risk, but depending on your risk tolerance you may necessitate a more active or a more passive financial portfolio management strategy. Eureka, 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 Eureka, 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 mix of asset allocation will help your portfolio match your risk tolerance, safeguard against loss, and maximize tax benefits. Optimal asset allocation can be intricate and confusing, even for experienced Eureka, MO investors. Correct Capital’s team of Eureka, MO financial advisors has the data, research capabilities, and knowledge to allocate your funds 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 winning and losing stocks. Your Eureka, MO financial portfolio management team at Correct Capital will help formulate a plan for how to meet your goals with the understanding that diversification is a vital part of financial portfolio management. Having more types of assets and distributing your assets across various investments can help mitigate your exposure to risk.


Rebalancing

Sometimes fluctuations in the market lead a client’s preferred target allocation to stray off course. 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 Eureka, MO financial portfolio management professionals will rebalance your portfolio to match your risk tolerance and inspire strong long-term results.


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

At Correct Capital, we endeavor to design a financial portfolio management strategy for each Eureka, MO client that is as unique as their individual financial needs. We build a personal relationship with you to best understand 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 track your wealth growth 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 Eureka, MO financial advisors will help you meet your financial goals. As a fiduciary advisory firm, we are legally compelled to do what’s in your best interest. Call us today at 877-930-4015 or contact us online.


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