Financial Portfolio Management in Oakland, MO

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Financial Portfolio Management Oakland, MO. It can be complicated and draining to manage a wide variety of investments while also monitoring market fluctuations. Your experienced Oakland, MO financial consultants at Correct Capital know how to handle all of your investments. As a Registered Investment Advisor (RIA), we have access to a wealth of research and investment solutions to ensure 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 safeguard you and your family’s future.

As the ultimate goal of financial portfolio management is to increase your wealth, you need fiduciary mindset Oakland, MO financial portfolio management advisors you can trust. As we are independent and privately owned, we steer clear of conflicts of interest and are legally required to counsel you and manage your portfolio in a manner that’s best for you and only you. We have worked side by side with hundreds of Oakland, MO area residents and families to create customized 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. A talented Oakland, MO financial professional can offer 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 companies also offer a cut 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 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 funds you already have in your account, or any asset 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 pools money from several investors and invests it in assorted securities, such as stocks, bonds, or other assets. They allow individual investors to diversify their assets, usually have relatively low initial investment requirements, and can be bought 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 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 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 Oakland, MO financial portfolio advisors at Correct Capital will help you understand how to position each type of asset to meet your personal needs. As our Oakland, 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.



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Correct Capital’s Portfolio Management Strategy

Contingent upon your specific needs, our Correct Capital Oakland, MO financial advisors will help you understand what investment strategies are best for you. We actively manage your investments to make certain your portfolio and you financial goals stay synched.


Active Financial Portfolio Management

This investment approach usually involves daily decisions and transactions. While it is occassionally thought of as high-risk, our Oakland, MO financial consultants have the experience to actively manage your account without compromising your preferred level of risk. The objective here is to beat market performance and to get you the best possible return on your investments. The success of this strategy depends on up-to-date, in-depth research and analysis and savvy financial consultants and portfolio managers. As an RIA, Correct Capital has the tools and resources you need to optimize your portfolio. We observe 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 experience and personalized guidance, our team of financial professionals will adapt as the market changes to design a financial portfolio management plan personalized specifically for you and your Oakland, MO family.

Passive Financial Portfolio Management

This is often referred to as a ”set-at-and-forget-it” strategy, and it tries to match 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 Oakland, MO investors would rather have a passive investment strategy, we think of ourselves as active portfolio managers. The Oakland, MO investment consultants at Correct Capital have the experience and knowledge to actively manage your money in order to optimize your investments in the interest of keeping your wealth growing.

Key Concepts in Financial Portfolio Management

Risk Tolerance

The Oakland, MO financial consultants at Correct Capital are aware that every Oakland, MO client is unique, and therefore their tolerance for or aversion to risk will be different. 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. Oakland, MO residents with a lower risk aversion 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 not be as high, but will be steadier and more consistent. Our Oakland, 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 mix of asset allocation will help your portfolio match your risk tolerance, protect against loss, and maximize tax benefits. Optimal asset allocation can be complicated and confusing, even for knowledgeable Oakland, MO investors. Correct Capital’s team of Oakland, MO financial advisors has the data, research capabilities, and experience to allocate your investments in a way that stimulates growth and mitigates risk.


Diversification

The only given in the investment world is that there is no 100% accurate, perfect way to predict winning and losing stocks. Your Oakland, MO financial portfolio management team at Correct Capital will help strategize 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 to various investments can help lessen your exposure to risk.


Rebalancing

Sometimes fluctuations in the market lead 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 Oakland, MO financial portfolio management professionals will rebalance your portfolio to match your risk tolerance and inspire strong long-term results.


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

At Correct Capital, we endeavor to create a financial portfolio management strategy for each Oakland, 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 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 Oakland, 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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