Financial Portfolio Management Glendale, MO. It can be complicated and draining to control a wide variety of investments while staying on top of market fluctuations. Your experienced Glendale, MO financial advisors at Correct Capital know how to oversee 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 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 Glendale, MO financial portfolio management professionals you can trust. As we are unbiased and privately owned, we avoid conflicts of interest and are legally required 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 hand-in-hand with hundreds of Glendale, 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. A skilled Glendale, MO financial consultant 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. Some stocks will rise in value over time in hopes you can sell them for more than you bought them for. Some companies also offer a part of their profits to their investors as dividends.
- Bonds could be either corporate or governmental, and are in essence a loan an investor makes to a borrower. 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 program that pools money from multiple investors and invests it in assorted securities, such as stocks, bonds, or other assets. They let individual investors diversify their assets, typically 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 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 provide investors with access to a particular market segment while providing 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 often 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 Glendale, 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 Glendale, MO clients put their financial future in our hands, 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
Depending on your specific needs, our Correct Capital Glendale, MO financial advisors 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 most often involves daily decisions and transactions. While it is occassionally referred to as high-risk, our Glendale, MO financial professionals have the knowledge to actively manage your account without compromising your preferred level of risk. The goal here is to outperform 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 with changes in the market to design a financial portfolio management plan tailor-made specifically for you and your Glendale, MO family.
Passive Financial Portfolio Management
This is often referred to as a “hands-off” strategy, and it attempts 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 Glendale, MO investors favor a passive investment strategy, we consider ourselves active portfolio managers. The Glendale, MO investment consultants at Correct Capital have the experience and knowledge to actively manage your investments in order to optimize your investments in the interest of keeping your wealth growing.
Key Concepts in Financial Portfolio Management
Risk Tolerance
The Glendale, MO financial advisors at Correct Capital are aware that every Glendale, MO client is unique, 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 need a more active or a more passive financial portfolio management approach. Glendale, MO residents with a higher risk tolerance will be more willing to see fluctuations in their portfolio in the market, while clients with a lower risk tolerance will want to see gains that may not be as high, but will be steadier and more consistent. Our Glendale, 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 maximize tax benefits. Optimal asset allocation can be complex and confusing, even for knowledgeable Glendale, MO investors. Correct Capital’s team of Glendale, MO financial advisors has the data, research capabilities, and experience 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 which stocks will rise in value in which will fall. Your Glendale, 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 mitigate your exposure to risk.
Rebalancing
Sometimes fluctuations in the market cause a client’s preferred target allocation to stray off course. You may have started with a 70/30 high-risk to low-risk ratio, which due to changes in the market shift to an 80/20 ratio. Our Glendale, MO financial portfolio management advisors 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 Glendale, MO Financial Portfolio Management Advisors
At Correct Capital, we endeavor to build a financial portfolio management strategy for every Glendale, 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 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 Glendale, 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.