Financial Portfolio Management Sunset Hills, MO. It can be complicated and tiring to control a wide variety of investments while also monitoring market fluctuations. Your experienced Sunset Hills, 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 wealth 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 Sunset Hills, 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 compelled to advise you and manage your portfolio in a way that’s best for you and only you. We have worked in concert with hundreds of Sunset Hills, MO area residents and families to produce bespoke financial solutions and help grow their money, whatever their needs or goals may be.
What is Financial Portfolio Management?
A financial portfolio is the collection of your financial assets. A skilled Sunset Hills, 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 portion 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 usually 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 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 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 times 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 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 provide investors with access to a particular market segment and simultaneously provide diversification across the sector. ETFs are purchased and sold throughout the day as their prices fluctuate.
- Alternative assets are any assets not listed 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 Sunset Hills, MO financial portfolio advisors at Correct Capital will help you understand how to position each kind of asset to meet your personal needs. As our Sunset Hills, MO clients entrust us with their future, 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
Determined by your specific needs, our Correct Capital Sunset Hills, MO financial consultants will help you pick the best methods of investment for you. We actively manage your investments to ensure your portfolio stays aligned with your financial goals.
Active Financial Portfolio Management
This investment approach most often involves daily decisions and transactions. While it is occassionally considered to be high-risk, our Sunset Hills, MO financial consultants know how 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. 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, 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 bespoke guidance, our team of financial professionals will adapt as the market changes to create a financial portfolio management plan tailor-made specifically for you and your Sunset Hills, MO family.
Passive Financial Portfolio Management
This is often referred to as a “hands-off” strategy, and it seeks 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 Sunset Hills, MO investors favor a passive investment strategy, we think of ourselves as active portfolio managers. The Sunset Hills, MO investment professionals at Correct Capital have the experience and knowledge to actively manage your assets 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 Sunset Hills, MO financial professionals at Correct Capital are aware that every Sunset Hills, MO client is unique, and as such will have varying degrees of aversion to or tolerance for risk. Every investment carries some amount of risk, but depending on your risk tolerance you may require a more active or a more passive financial portfolio management approach. Sunset Hills, MO residents with a higher risk tolerance will be more willing to see fluctuations in their portfolio in the market, while clients with a higher risk aversion will want to see gains that may not be as high, but will be steadier and more consistent. Our Sunset Hills, 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, safeguard against loss, and maximize tax benefits. Optimal asset allocation can be complicated and confusing, even for experienced Sunset Hills, MO investors. Correct Capital’s team of Sunset Hills, MO financial advisors has the data, research capabilities, and knowledge to allocate your money 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 Sunset Hills, 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 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 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, however changes in the market moved it to an 80/20 ratio. Our Sunset Hills, 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:
- Succession Planning
- Fiduciary Financial Advisor
- Company 401(k) Plans
- ESOP Advisor
- Self-Employed Retirement Plans
- 401(k) For Small Business
- Small Business Retirement Plans
- Tax Planning
Why You Should Hire Correct Capital as Your Sunset Hills, MO Financial Portfolio Management Advisors
At Correct Capital, we endeavor to build a financial portfolio management strategy for each Sunset Hills, 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 track your wealth growth every day. Whether you’re trying to grow your children’s college fund, planning your retirement, making business transactions, or trying to leave as much behind for future generations as you can, our Correct Capital Sunset Hills, MO financial advisors will help you meet your financial goals. As a fiduciary advisory firm, we are legally obligated to do what’s in your best interest. Call us today at 877-930-4015 or contact us online.
