Financial Portfolio Management Huntleigh, MO. It can be complicated and tiring to manage a wide variety of investments while also monitoring market fluctuations. Your experienced Huntleigh, MO financial consultants 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 wealth is growing as it should. Call us today at 877-930-4015 or contact us online to create your ideal portfolio and safeguard you and your family’s future.
As the ultimate goal of financial portfolio management is to grow your wealth, you need fiduciary mindset Huntleigh, MO financial portfolio management consultants you can trust. As we are client-centered 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 side by side with hundreds of Huntleigh, 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 skilled Huntleigh, 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. 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 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 fund projects or operations. As the investor, you make money off of the interest payments on the loan.
- Cash and cash equivalents are either the funds 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 collects money from many investors and invests it in a variety of securities, such as stocks, bonds, or other assets. They permit 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 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 give investors access to a particular part of the market 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 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 dependable Huntleigh, MO financial portfolio professionals at Correct Capital will guide you in your understanding of how to position each kind of asset to meet your individual needs. As our Huntleigh, 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
Determined by your specific needs, our Correct Capital Huntleigh, MO financial advisors will help you understand what investment strategies are best for you. We actively manage your investments to ensure your portfolio stays aligned with your financial goals.
Active Financial Portfolio Management
This investment approach usually requires daily decisions and transactions. While it is occassionally considered to be high-risk, our Huntleigh, MO financial professionals have the experience to actively manage your account without endangering 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 advisors 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 experience and tailor-made guidance, our team of financial advisors will adapt with changes in the market to create a financial portfolio management plan customized specifically for you and your Huntleigh, 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, prioritizing certainty over a potentially higher return.
While some Huntleigh, MO investors prefer the idea of a passive investment strategy, we think of ourselves as active portfolio managers. The Huntleigh, MO investment consultants at Correct Capital have the experience and knowledge to actively manage your assets in order to optimize your assets in the interest of keeping your wealth growing.
Key Concepts in Financial Portfolio Management
Risk Tolerance
The Huntleigh, MO financial professionals at Correct Capital know that every Huntleigh, MO client is unique, 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 need a more active or a more passive financial portfolio management strategy. Huntleigh, MO residents with a higher risk tolerance will be more willing to see fluctuations in their portfolio in the market, while people with a lower risk tolerance will want to see gains that may not be as high, but will be steadier and more consistent. Our Huntleigh, MO team of financial advisors will give you independent, objective, and unbiased guidance 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, safeguard against loss, and maximize tax benefits. Optimal asset allocation can be intricate and confusing, even for knowledgeable Huntleigh, MO investors. Correct Capital’s team of Huntleigh, MO financial advisors has the data, research capabilities, and knowledge to allocate your investments 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 Huntleigh, 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 trigger 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 Huntleigh, MO financial portfolio management advisors will rebalance your portfolio to match your risk tolerance and stimulate strong long-term results.
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Why You Should Hire Correct Capital as Your Huntleigh, MO Financial Portfolio Management Advisors
At Correct Capital, we endeavor to build a financial portfolio management strategy for each Huntleigh, 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 follow 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 Huntleigh, 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 877-930-4015 or contact us online.
