Financial Portfolio Management in Fenton, MO

Financial Portfolio Management Fenton, MO. It can be complicated and draining to control a wide variety of investments while keeping an eye on market fluctuations. Your experienced Fenton, MO financial advisors at Correct Capital know how to manage all of your investments. As a Registered Investment Advisor (RIA), we have access to a copious amount of research and investment solutions to make sure your investments 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 increase your wealth, you need fiduciary mindset Fenton, MO financial portfolio management professionals you can trust. As we are unbiased and privately owned, we steer clear of conflicts of interest and are legally required to counsel you and manage your portfolio in a way that’s the best thing for for you and only you. We have worked hand-in-hand with hundreds of Fenton, MO area residents and families to produce 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 Fenton, MO financial advisor can provide 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 companies also pay out 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 usually given as a way for the borrower to bankroll 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 , including, for example treasury bills, short-term government bonds, marketable securities, or similar readily-convertible assets.
  • Mutual Funds are an investment strategy that pools money from many 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 paid for 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 listed 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 trusted Fenton, MO financial portfolio consultants at Correct Capital will help you understand how to position each kind of asset to meet your individual needs. As our Fenton, 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 Fenton, MO financial advisors 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 approach most often consists of daily decisions and transactions. While it is sometimes referred to as high-risk, our Fenton, MO financial advisors have the knowledge to actively manage your account without jeopardizing your preferred level of risk. The goal here is to beat market performance and to get you the best possible return on your investments. You need savvy financial professionals 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 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 knowledge and bespoke guidance, our team of financial advisors will adapt with changes in the market to build a financial portfolio management plan customized specifically for you and your Fenton, MO family.

Passive Financial Portfolio Management

This is often referred to as a “hands-off” approach, and it endeavors to parallel 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 Fenton, MO investors would rather have a passive investment strategy, we think of ourselves as active portfolio managers. The Fenton, MO investment advisors at Correct Capital have the experience and knowledge to actively manage your money 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 Fenton, MO financial consultants at Correct Capital understand that every Fenton, MO client has their own life circumstances, and therefore their tolerance for or aversion to risk will be different. All investments carry some amount of risk, but depending on your risk tolerance you may necessitate a more active or a more passive financial portfolio management approach. Fenton, MO residents with a higher risk tolerance will be more willing to see fluctuations in their portfolio in the market, while people with a higher risk aversion will want to see gains that may be lower, but will be steadier and more consistent. Our Fenton, 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 blend of asset allocation will help your portfolio match your risk tolerance, protect against loss, and maximize tax benefits. Optimal asset allocation can be complicated and confusing, even for experienced Fenton, MO investors. Correct Capital’s team of Fenton, MO financial advisors has the data, analysis 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 which stocks will rise in value in which will fall. Your Fenton, 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 cause 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 Fenton, MO financial portfolio management consultants will rebalance your portfolio to match your risk tolerance and encourage strong long-term results.


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

At Correct Capital, we endeavor to design a financial portfolio management strategy for every Fenton, 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 simple online portal, you’ll be able to see how your wealth is growing 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 Fenton, 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 314-930-401K or contact us online.


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