Financial Portfolio Management in Kirkwood, MO

Complimentary financial planning By Savology

Financial Portfolio Management Kirkwood, MO. It can be complicated and draining to oversee a wide variety of investments while staying on top of market fluctuations. Your experienced Kirkwood, MO financial consultants at Correct Capital know how to oversee all of your investments. As a Registered Investment Advisor (RIA), we have access to an abundance of research and investment solutions to ensure your investments is growing as it should. 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 Kirkwood, MO financial portfolio management professionals 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 manner that’s the best thing for for you and only you. We have worked side by side with hundreds of Kirkwood, MO area residents and families to produce custom-tailored 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. An adept Kirkwood, MO financial professional 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. 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 part 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 usually given as a way for the borrower to bankroll 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 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 strategy that collects money from several 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 give investors access to a particular part of the market and at the same time provide 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 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 Kirkwood, MO financial portfolio advisors at Correct Capital will help you understand how to position each kind of asset to meet your unique needs. As our Kirkwood, 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.



Get Your Free Financial Plan Now

Heading into retirement? Looking for investment guidance? Transition into your golden years the smart way with help from the CERTIFIED FINANCIAL PLANNER™ professionals of Correct Capital. Get started with a free, personalized financial assessment.

Use Our Complimentary Financial Planning Tool By Savology


Correct Capital’s Portfolio Management Strategy

Depending on your specific needs, our Correct Capital Kirkwood, MO financial advisors will help you understand what investment strategies are best 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 involves daily decisions and transactions. While it is sometimes considered to be high-risk, our Kirkwood, MO financial professionals have the knowledge to actively manage your account without jeopardizing your preferred level of risk. The objective here is to beat the performance of the market and to get you the best 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 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 knowledge and bespoke guidance, our team of financial professionals will adapt with changes in the market to build a financial portfolio management plan personalized specifically for you and your Kirkwood, 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 Kirkwood, MO investors choose a passive investment strategy, we consider ourselves active portfolio managers. The Kirkwood, MO investment advisors at Correct Capital have the experience and knowledge to actively manage your assets in order to optimize your assets with the idea of keeping your wealth growing always at the forefront of our minds.

Key Concepts in Financial Portfolio Management

Risk Tolerance

The Kirkwood, MO financial advisors at Correct Capital understand that every Kirkwood, 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. Kirkwood, MO residents with a higher risk tolerance will be more willing to see fluctuations in their portfolio in the market, while clients with a lower risk tolerance will want to see gains that may not be as high, but will be steadier and more consistent. Our Kirkwood, 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, protect against loss, and maximize tax benefits. Optimal asset allocation can be intricate and confusing, even for knowledgeable Kirkwood, MO investors. Correct Capital’s team of Kirkwood, MO financial advisors has the data, research 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, fool-proof way to predict winning and losing stocks. Your Kirkwood, 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 lessen 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 Kirkwood, MO financial portfolio management professionals will rebalance your portfolio to match your risk tolerance and inspire strong long-term results.


Take a look at the links below to see what other financial services we offer:


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

At Correct Capital, we endeavor to build a financial portfolio management strategy for every Kirkwood, 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 simple online portal, you’ll be able to track 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 Kirkwood, 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.


Are you ready to experience the Correct Capital difference?

GET STARTED

Meet our team of financial advisors.

Our Team

Services We Offer