Financial Portfolio Management in Jefferson County, MO

Financial Portfolio Management Jefferson County, MO. It can be complicated and draining to oversee a wide variety of investments while keeping an eye on market fluctuations. Your experienced Jefferson County, MO financial consultants 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 keep your wealth 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 increase your wealth, you need fiduciary mindset Jefferson County, MO financial portfolio management advisors you can trust. As we are client-centered and privately owned, we avoid conflicts of interest and are legally required 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 create bespoke financial solutions and help grow their money, regardless of what 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 professional can provide portfolio management to better meet your goals. There are many kinds 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 corporations also pay out a portion of their profits to their investors as dividends.
  • Bonds could be either corporate or governmental, and are basically 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 money 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 program that pools money from multiple investors and invests it in assorted securities, such as stocks, bonds, or other assets. They permit individual investors to 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 purchased 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 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 mentioned 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 process of overseeing a client’s finances in a way that meets their long-term goals and adheres to their risk tolerance. The trusted Jefferson County, MO financial portfolio professionals at Correct Capital will help you understand how to position each kind of asset to meet your personal needs. As our Jefferson County, 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

Depending on your specific needs, our Correct Capital Jefferson County, MO financial advisors will help you pick the best methods of investment for you. We actively manage your investments to ensure your portfolio and you financial goals stay synched.


Active Financial Portfolio Management

This investment strategy typically consists of daily decisions and transactions. While it is occassionally referred to as high-risk, our Jefferson County, MO financial professionals have the knowledge 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. 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 consultants will adapt as the market fluctuates to design a financial portfolio management plan tailor-made specifically for you and your Jefferson County, MO family.

Passive Financial Portfolio Management

This is often referred to as a “hands-off” strategy, and it seeks 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 Jefferson County, MO investors would rather have a passive investment strategy, we consider ourselves active portfolio managers. The Jefferson County, MO investment professionals at Correct Capital have the experience and knowledge to actively manage your investments 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 advisors at Correct Capital understand that every Jefferson County, MO client has their own life circumstances, and therefore their tolerance for or aversion to risk will be different. Every investment carries some level of risk, but depending on your risk tolerance you may require a more active or a more passive financial portfolio management strategy. Jefferson County, 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 not be as high, but will be steadier and more consistent. Our Jefferson County, 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, protect against loss, and maximize tax benefits. Optimal asset allocation can be complex and confusing, even for knowledgeableJefferson County, MO investors. Correct Capital’s team of Jefferson County, MO financial advisors has the data, research capabilities, and knowledge to allocate your money in a way that stimulates growth and mitigates risk.


Diversification

The only constant 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 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 key part of financial portfolio management. Having more types of assets and distributing your assets to various investments can help manage risk.


Rebalancing

Sometimes fluctuations in the market lead 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 inspire 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 create 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 simple 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 Jefferson County, MO financial advisors will help you meet your financial goals. As a fiduciary advisory firm, we are legally compelled to do what’s in your best interest. Call us today at 314-930-401K or contact us online.


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