Financial Portfolio Management in Oakland, MO

Financial Portfolio Management Oakland, MO. It can be confusing and tiring to oversee a wide variety of investments while staying on top of market fluctuations. Your experienced Oakland, MO financial consultants 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 safeguard you and your family’s future.

As the ultimate goal of financial portfolio management is to grow your wealth, you need fiduciary mindset Oakland, 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 advise you and manage your portfolio in a manner that’s the best thing for for you and only you. We have worked hand-in-hand with hundreds of Oakland, MO area residents and families to create 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. A talented Oakland, 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 an investor makes to a borrower. They are most often given as a way for the borrower to pay for 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 , 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 multiple investors and invests it in a variety of securities, such as stocks, bonds, or other assets. They let individual investors diversify their assets, typically 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 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 and simultaneously provide diversification across the sector. ETFs are bought and sold throughout the day as their prices fluctuate.
  • Alternative assets are any assets not covered above. Stocks, bonds, and cash are typically 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 task 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 professionals at Correct Capital will guide you in your understanding of how to position each type of asset to meet your personal needs. As our Oakland, MO clients put their financial future in our hands, we strive 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 Oakland, MO financial consultants will help you pick the best methods of investment for you. We actively manage your investments to make certain your portfolio stays aligned with your financial goals.


Active Financial Portfolio Management

This investment approach most often requires daily decisions and transactions. While it is sometimes thought of as high-risk, our Oakland, MO financial advisors have the knowledge to actively manage your account without jeopardizing your preferred level of risk. The objective here is to outperform the market 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 track 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 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 “hands-off” 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 Oakland, MO investors would rather have a passive investment strategy, we consider ourselves active portfolio managers. The Oakland, MO 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 Oakland, MO financial professionals at Correct Capital are aware that every Oakland, MO client is different, 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 approach. Oakland, 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 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 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 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 experiencedOakland, MO investors. Correct Capital’s team of Oakland, 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 community is that there is no 100% accurate, fool-proof way to predict winning and losing stocks. Your Oakland, 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 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 Oakland, MO financial portfolio management advisors will rebalance your portfolio to keep it aligned with your risk tolerance and encourage 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 Oakland, MO Financial Portfolio Management Advisors

At Correct Capital, we strive to build a financial portfolio management strategy for every Oakland, MO client that is as unique as their individual financial goals. 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 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.


Are you ready to experience the Correct Capital difference?

GET STARTED

Meet our team of financial advisors.

Our Team

Services We Offer