Financial Portfolio Management in Huntleigh, MO

Financial Portfolio Management Huntleigh, MO. It can be complicated and draining to manage a wide variety of investments while staying on top of market fluctuations. Your experienced Huntleigh, MO financial professionals at Correct Capital know how to handle all of your investments. As a Registered Investment Advisor (RIA), we have access to an abundance of research and investment solutions to make sure your money is growing as it should. Call us today at 314-930-401K 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 avoid conflicts of interest and are legally obligated to counsel you and manage your portfolio in a way that’s the best thing for for you and only you. We have worked side by side with hundreds of Huntleigh, MO area residents and families to design 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 talented Huntleigh, MO financial consultant can offer portfolio management to better meet your goals. There are many investment options 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 businesses also offer a cut 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 pay for 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 anything 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 program that accumulates money from many investors and invests it in different securities, such as stocks, bonds, or other assets. They allow individual investors to diversify their assets, often 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 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 give investors 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 mentioned 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 dependable Huntleigh, MO financial portfolio consultants at Correct Capital will help you understand how to position each type of asset to meet your unique needs. As our Huntleigh, 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

Determined by your specific needs, our Correct Capital Huntleigh, 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 method of investment usually involves daily decisions and transactions. While it is occassionally thought of as high-risk, our Huntleigh, MO financial consultants know how to actively manage your account without compromising your preferred level of risk. The goal here is to beat market performance 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 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 customized guidance, our team of financial advisors will adapt as the market fluctuates to build a financial portfolio management plan personalized specifically for you and your Huntleigh, MO family.

Passive Financial Portfolio Management

This is often referred to as a “hands-off” strategy, 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 consultants at Correct Capital know that every Huntleigh, MO client is different, and as such will have varying degrees of aversion to or tolerance for risk. 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 approach. Huntleigh, MO residents with a higher risk tolerance 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 be lower, 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 mix of asset allocation will help your portfolio match your risk tolerance, safeguard against loss, and give you the best tax benefits. Optimal asset allocation can be intricate and confusing, even for experienced Huntleigh, MO investors. Correct Capital’s team of Huntleigh, MO financial advisors has the data, research capabilities, and experience 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 Huntleigh, 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 to 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, which due to changes in the market shift to an 80/20 ratio. Our Huntleigh, MO financial portfolio management professionals 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 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 needs. 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 simple 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 obligated to do what’s in your best interest. Call us today at 314-930-401K or contact us online.


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