Financial Portfolio Management in St. Louis, MO

Complimentary Planning By Elements

Financial Portfolio Management St. Louis, MO. It can be confusing and draining to control a wide variety of investments while keeping an eye on market fluctuations. Your experienced St. Louis, MO financial advisors at Correct Capital know how to handle all of your investments. As a Registered Investment Advisor (RIA), we have access to an abundance of research and investment solutions to make sure 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 safeguard you and your family’s future.

As the ultimate goal of financial portfolio management is to grow your wealth, you need fiduciary mindset St. Louis, MO financial portfolio management consultants you can trust. As we are unbiased and privately owned, we steer clear of conflicts of interest and are legally required to offer you advice and manage your portfolio in a manner that’s the best thing for for you and only you. We have worked side by side with hundreds of St. Louis, 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 St. Louis, MO financial professional 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 companies also offer a cut of their profits to their investors as dividends.
  • Bonds could be either corporate or governmental, and are essentially 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 money off of the interest payments on the loan.
  • Cash and cash equivalents are either the funds you already have in your account, or anything 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 several investors and invests it in a variety of securities, such as stocks, bonds, or other assets. They let individual investors 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 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 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 St. Louis, 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 St. Louis, MO 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.



Schedule a Meeting With an Advisor Today

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.

Schedule a 15-Minute Introductory Call


More From Correct Capital Wealth Management

Explore how Correct Capital Wealth Management can help guide you toward smarter decisions, clearer goals, and lasting financial success.

Subscribe To Our Newsletter Listen To Our Podcast Watch Our YouTube Channel


Correct Capital’s Portfolio Management Strategy

Depending on your specific needs, our Correct Capital St. Louis, MO financial professionals 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 usually requires daily decisions and transactions. While it is occassionally referred to as high-risk, our St. Louis, MO financial advisors know how to actively manage your account without endangering 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. 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 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 experience and personalized guidance, our team of financial consultants will adapt with changes in the market to design a financial portfolio management plan tailor-made specifically for you and your St. Louis, MO family.

Passive Financial Portfolio Management

This is often referred to as a “hands-off” approach, 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 St. Louis, MO investors favor a passive investment strategy, we think of ourselves as active portfolio managers. The St. Louis, MO investment professionals at Correct Capital have the experience and knowledge to actively manage your money in order to optimize your assets in the interest of keeping your wealth growing.

Key Concepts in Financial Portfolio Management

Risk Tolerance

The St. Louis, MO financial advisors at Correct Capital know that every St. Louis, MO client is unique, 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 strategy. St. Louis, MO 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 St. Louis, 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 combination of asset allocation will help your portfolio match your risk tolerance, protect against loss, and give you the best tax benefits. Optimal asset allocation can be complex and confusing, even for experienced St. Louis, MO investors. Correct Capital’s team of St. Louis, MO financial advisors has the data, research capabilities, and knowledge 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, fool-proof way to predict which stocks will rise in value in which will fall. Your St. Louis, MO financial portfolio management team at Correct Capital will help plan 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 mitigate your exposure to risk.


Rebalancing

Sometimes fluctuations in the market trigger a client’s preferred target allocation to stray off 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 St. Louis, MO financial portfolio management consultants will rebalance your portfolio to keep it aligned with your risk tolerance and stimulate 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 St. Louis, MO Financial Portfolio Management Advisors

At Correct Capital, we strive to design a financial portfolio management strategy for every St. Louis, 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 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 track 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 St. Louis, 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.


Are you ready to experience the Correct Capital difference?

GET STARTED

Meet our team of financial advisors.

Our Team

Services We Offer