Financial Portfolio Management in Shrewsbury, MO

Financial Portfolio Management Shrewsbury, MO. It can be confusing and tiring to oversee a wide variety of investments while also monitoring market fluctuations. Your experienced Shrewsbury, MO financial professionals 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 keep 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 grow your wealth, you need fiduciary mindset Shrewsbury, MO financial portfolio management advisors you can trust. As we are objective and privately owned, we avoid conflicts of interest and are legally obligated to offer you advice and manage your portfolio in a way that’s the best thing for for you and only you. We have worked side by side with hundreds of Shrewsbury, MO area residents and families to build bespoke financial solutions and help grow their wealth, whatever their needs or goals may be.

What is Financial Portfolio Management?

A financial portfolio is the collection of your financial assets. An adept Shrewsbury, MO financial professional can offer portfolio management to better meet your goals. There are many investment options 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 businesses also pay out a cut 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 typically given as a way for the borrower to pay for 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 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 pools money from many investors and invests it in different securities, such as stocks, bonds, or other assets. They permit individual investors to diversify their assets, usually 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 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 provide investors with 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 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 process of overseeing a client’s finances in a way that meets their long-term goals and adheres to their risk tolerance. The trusted Shrewsbury, MO financial portfolio consultants at Correct Capital will help you understand how to position each kind of asset to meet your personal needs. As our Shrewsbury, 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

Determined by your specific needs, our Correct Capital Shrewsbury, MO financial professionals 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 strategy most often involves daily decisions and transactions. While it is sometimes considered to be high-risk, our Shrewsbury, 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 highest 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 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 personalized guidance, our team of financial professionals will adapt as the market fluctuates to design a financial portfolio management plan tailor-made specifically for you and your Shrewsbury, MO family.

Passive Financial Portfolio Management

This is often referred to as a “hands-off” 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 Shrewsbury, MO investors would rather have a passive investment strategy, we consider ourselves active portfolio managers. The Shrewsbury, MO investment advisors at Correct Capital have the experience and knowledge to actively manage your investments 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 Shrewsbury, MO financial professionals at Correct Capital understand that every Shrewsbury, 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 need a more active or a more passive financial portfolio management approach. Shrewsbury, MO residents with a higher risk tolerance 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 be lower, but will be steadier and more consistent. Our Shrewsbury, 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 complex and confusing, even for experiencedShrewsbury, MO investors. Correct Capital’s team of Shrewsbury, 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 constant in the investment community is that there is no 100% accurate, perfect way to predict winning and losing stocks. Your Shrewsbury, 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 mitigate your exposure to risk.


Rebalancing

Sometimes fluctuations in the market cause a client’s preferred target allocation to stray for course. You may have started with a 70/30 high-risk to low-risk ratio, however changes in the market moved it to an 80/20 ratio. Our Shrewsbury, MO financial portfolio management advisors 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 Shrewsbury, MO Financial Portfolio Management Advisors

At Correct Capital, we strive to create a financial portfolio management strategy for each Shrewsbury, 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 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 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 Shrewsbury, MO financial advisors will help you meet your financial goals. As a fiduciary advisory firm, we are legally required 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