Financial Portfolio Management in Jefferson County, MO

Financial Portfolio Management Jefferson County, MO. It can be confusing and tiring to oversee a wide variety of investments while keeping an eye on market fluctuations. Your experienced Jefferson County, 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 you need it to. Call us today at 314-930-401K 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 increase your wealth, you need fiduciary mindset Jefferson County, MO financial portfolio management consultants you can trust. As we are objective and privately owned, we avoid conflicts of interest and are legally compelled to counsel you and manage your portfolio in a way that’s the best thing for for you and only you. We have worked together with hundreds of Jefferson County, MO area residents and families to build customized 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 Jefferson County, 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 corporations also pay out a part of their profits to their investors as dividends.
  • Bonds could be either corporate or governmental, and are basically a loan an investor makes to a borrower. They are typically given as a way for the borrower to fund projects or operations. As the investor, you make a profit when the interest on the loan is paid back to you.
  • Cash and cash equivalents are either the funds you already have in your account, or anything 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 accumulates money from multiple investors and invests it in assorted securities, such as stocks, bonds, or other assets. They let individual investors diversify their assets, often 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 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 offer investors access to a particular market segment while providing 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 typically considered 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 Jefferson County, MO financial portfolio advisors at Correct Capital will guide you in your understanding of how to position each type of asset to meet your individual needs. As our Jefferson County, 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

Contingent upon your specific needs, our Correct Capital Jefferson County, MO financial professionals will help you pick the best methods of investment for you. We actively manage your investments to make sure your portfolio and you financial goals stay synched.


Active Financial Portfolio Management

This method of investment typically consists of daily decisions and transactions. While it is sometimes thought of as high-risk, our Jefferson County, MO financial consultants have the knowledge to actively manage your account without endangering 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 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, 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 consultants will adapt as the market fluctuates to design a financial portfolio management plan personalized specifically for you and your Jefferson County, MO family.

Passive Financial Portfolio Management

This is often referred to as a ”set-at-and-forget-it” 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 Jefferson County, MO investors favor a passive investment strategy, we consider ourselves active portfolio managers. The Jefferson County, MO investment advisors 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 Jefferson County, MO financial consultants at Correct Capital understand that every Jefferson County, 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 necessitate a more active or a more passive financial portfolio management approach. Jefferson County, 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 be lower, but will be steadier and more consistent. Our Jefferson County, 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 combination of asset allocation will help your portfolio match your risk tolerance, safeguard against loss, and maximize tax benefits. Optimal asset allocation can be complicated and confusing, even for knowledgeable Jefferson County, MO investors. Correct Capital’s team of Jefferson County, MO financial advisors has the data, analysis capabilities, and experience to allocate your funds 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 winning and losing stocks. Your Jefferson County, MO financial portfolio management team at Correct Capital will help plan 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 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 Jefferson County, MO financial portfolio management professionals will rebalance your portfolio to keep it aligned with your risk tolerance and stimulate strong long-term results.


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

At Correct Capital, we strive to build a financial portfolio management strategy for each Jefferson County, 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 analyze your income and spending to create a personalized budget 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 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 Jefferson County, 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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