Financial Portfolio Management in Madison County, IL

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Financial Portfolio Management Madison County, IL. It can be complicated and draining to control a wide variety of investments while keeping an eye on market fluctuations. Your experienced Madison County, IL financial professionals at Correct Capital know how to handle 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 money is growing as you need it to. Call us today at 877-930-4015 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 grow your wealth, you need fiduciary mindset Madison County, IL financial portfolio management consultants you can trust. As we are objective and privately owned, we avoid conflicts of interest and are legally required to advise you and manage your portfolio in a way that’s the best thing for for you and only you. We have worked hand-in-hand with hundreds of Madison County, IL area residents and families to construct custom-tailored financial solutions and help grow their wealth, 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 Madison County, IL 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 corporations 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 most often given as a way for the borrower to finance 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 pools money from multiple 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 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 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 offer investors access to a particular part of the market while providing diversification across the sector. ETFs are purchased and sold throughout the day as their prices fluctuate.
  • Alternative assets are any assets not covered above. Stocks, bonds, and cash are usually 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 Madison County, IL financial portfolio professionals at Correct Capital will guide you in your understanding of how to position each type of asset to meet your individual needs. As our Madison County, IL 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.



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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 Madison County, IL 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 approach typically consists of daily decisions and transactions. While it is occassionally considered to be high-risk, our Madison County, IL financial professionals know how to actively manage your account without compromising your preferred level of risk. The objective 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 follow market trends, shifts in the economy and more in order to precisely time the sale and purchase of assets to maximize your returns.

With our knowledge and personalized guidance, our team of financial consultants will adapt as the market changes to create a financial portfolio management plan personalized specifically for you and your Madison County, IL family.

Passive Financial Portfolio Management

This is often referred to as a ”set-at-and-forget-it” 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 Madison County, IL investors would rather have a passive investment strategy, we consider ourselves active portfolio managers. The Madison County, IL investment professionals at Correct Capital have the experience and knowledge to actively manage your money in order to optimize your investments with the idea of keeping your wealth growing always at the forefront of our minds.

Key Concepts in Financial Portfolio Management

Risk Tolerance

The Madison County, IL financial consultants at Correct Capital know that every Madison County, IL client is different, and therefore their tolerance for or aversion to risk will be different. All investments carry some amount of risk, but depending on your risk tolerance you may require a more active or a more passive financial portfolio management approach. Madison County, IL 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 Madison County, IL 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 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 experienced Madison County, IL investors. Correct Capital’s team of Madison County, IL financial advisors has the data, analysis capabilities, and knowledge to allocate your investments in a way that stimulates growth and mitigates risk.


Diversification

The only given in the investment community is that there is no 100% accurate, guaranteed way to predict which stocks will rise in value in which will fall. Your Madison County, IL financial portfolio management team at Correct Capital will help formulate a plan for 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 cause a client’s preferred target allocation to stray off course. 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 Madison County, IL financial portfolio management consultants will rebalance your portfolio to match your risk tolerance and encourage strong long-term results.


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Why You Should Hire Correct Capital as Your Madison County, IL Financial Portfolio Management Advisors

At Correct Capital, we strive to design a financial portfolio management strategy for every Madison County, IL 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 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 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 Madison County, IL 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 877-930-4015 or contact us online.


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