Financial Portfolio Management in Glendale, MO

Financial Portfolio Management Glendale, MO. It can be confusing and draining to manage a wide variety of investments while keeping an eye on market fluctuations. Your experienced Glendale, MO financial advisors at Correct Capital know how to handle all of your investments. As a Registered Investment Advisor (RIA), we have access to a wealth of research and investment solutions to make sure your money is growing as you need it to. 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 Glendale, MO financial portfolio management advisors you can trust. As we are unbiased and privately owned, we steer clear of conflicts of interest and are legally required to offer you advice and manage your portfolio in a manner that’s best for you and only you. We have worked hand-in-hand with hundreds of Glendale, MO area residents and families to construct 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 Glendale, MO financial consultant 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 companies also offer a portion 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 typically 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 accumulates money from many investors and invests it in a variety of securities, such as stocks, bonds, or other assets. They allow individual investors to diversify their assets, often times 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 purchased 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 market segment 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 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 entrust us with their future, 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

Determined by your specific needs, our Correct Capital Glendale, MO financial professionals will help you pick the best methods of investment for you. We actively manage your investments to make certain your portfolio and you financial goals stay synched.


Active Financial Portfolio Management

This method of investment most often requires daily decisions and transactions. While it is sometimes considered to be high-risk, our Glendale, MO financial advisors know how to actively manage your account without jeopardizing your preferred level of risk. The objective here is to outperform the market and to get you the highest possible return on your investments. You need savvy financial advisors 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 bespoke guidance, our team of financial consultants will adapt as the market fluctuates to design a financial portfolio management plan personalized specifically for you and your Glendale, MO family.

Passive Financial Portfolio Management

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

Key Concepts in Financial Portfolio Management

Risk Tolerance

The Glendale, MO financial professionals at Correct Capital know that every Glendale, MO client is different, and as such will have varying degrees of aversion to or tolerance for risk. 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 strategy. Glendale, 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 higher risk aversion will want to see gains that may be lower, 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 amalgam 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 knowledgeable Glendale, MO investors. Correct Capital’s team of Glendale, 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 given in the investment community is that there is no 100% accurate, perfect way to predict winning and losing stocks. Your Glendale, 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 key 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, which due to changes in the market shift to an 80/20 ratio. Our Glendale, MO financial portfolio management consultants will rebalance your portfolio to keep it in line with 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 strive to design 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 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 Glendale, 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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