Financial Portfolio Management in Shrewsbury, MO

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Financial Portfolio Management Shrewsbury, MO. It can be complex and tiring to oversee a wide variety of investments while staying on top of market fluctuations. Your experienced Shrewsbury, MO financial professionals at Correct Capital know how to manage 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 877-930-4015 or contact us online to create your ideal portfolio and protect 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 professionals you can trust. As we are unbiased and privately owned, we avoid conflicts of interest and are legally required to offer you advice and manage your portfolio in a manner that’s best for you and only you. We have worked side by side with hundreds of Shrewsbury, MO area residents and families to create custom-tailored 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 supply 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 corporations also pay out a portion of their profits to their investors as dividends.
  • Bonds could be either corporate or governmental, and are in essence a loan an investor makes to a borrower. They are usually given as a way for the borrower to fund 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 such as treasury bills, short-term government bonds, marketable securities, or similar readily-convertible assets.
  • Mutual Funds are an investment strategy that accumulates money from multiple investors and invests it in a variety of securities, such as stocks, bonds, or other assets. They permit individual investors to diversify their assets, typically 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 market segment 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 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 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 type of asset to meet your unique 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.



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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

Depending on your specific needs, our Correct Capital Shrewsbury, MO financial professionals will help you understand what investment strategies are best 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 typically consists of daily decisions and transactions. While it is occassionally referred to as high-risk, our Shrewsbury, MO financial professionals have the knowledge to actively manage your account without compromising your preferred level of risk. The goal here is to beat the performance of 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 consultants and portfolio managers. As an RIA, Correct Capital has the tools and resources you need to optimize your portfolio. We track 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 customized guidance, our team of financial consultants will adapt with changes in the market to create 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 endeavors 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 Shrewsbury, MO investors choose a passive investment strategy, we consider ourselves active portfolio managers. The Shrewsbury, MO investment professionals at Correct Capital have the experience and knowledge to actively manage your money in order to optimize your money 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 consultants at Correct Capital know that every Shrewsbury, MO client is unique, and as such will have varying degrees of aversion to or tolerance for risk. All investments carry some level of risk, but depending on your risk tolerance you may necessitate 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 lower risk tolerance 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 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 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 Shrewsbury, MO investors. Correct Capital’s team of Shrewsbury, MO financial advisors has the data, analysis capabilities, and experience to allocate your money 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 Shrewsbury, MO financial portfolio management team at Correct Capital will help formulate a plan for how to meet your goals with the understanding that diversification is a vital 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 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 Shrewsbury, MO financial portfolio management professionals will rebalance your portfolio to keep it in line with your risk tolerance and inspire strong long-term results.


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

At Correct Capital, we strive to design 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 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 easy-to-use 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 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 877-930-4015 or contact us online.


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