Financial Portfolio Management in Wentzville, MO

Financial Portfolio Management Wentzville, MO. It can be complex and tiring to control a wide variety of investments while keeping an eye on market fluctuations. Your experienced Wentzville, MO financial advisors 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 make sure your wealth is growing as you need it to. Call us today at 314-930-401K 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 increase your wealth, you need fiduciary mindset Wentzville, 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 obligated 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 Wentzville, MO area residents and families to build 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 Wentzville, MO financial consultant can provide portfolio management to better meet your goals. There are many investment opportunities 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 in essence a loan an investor makes to a borrower. They are most often given as a way for the borrower to finance 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 many investors and invests it in assorted 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 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 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 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 usually 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 dependable Wentzville, MO financial portfolio professionals at Correct Capital will help you understand how to position each type of asset to meet your unique needs. As our Wentzville, 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 Wentzville, MO financial consultants will help you understand what investment strategies are best for you. We actively manage your investments to make sure your portfolio stays aligned with your financial goals.


Active Financial Portfolio Management

This method of investment usually consists of daily decisions and transactions. While it is sometimes thought of as high-risk, our Wentzville, MO financial professionals know how to actively manage your account without endangering your preferred level of risk. The goal here is to outperform the market and to get you the best 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 consultants will adapt as the market fluctuates to create a financial portfolio management plan customized specifically for you and your Wentzville, MO family.

Passive Financial Portfolio Management

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

Key Concepts in Financial Portfolio Management

Risk Tolerance

The Wentzville, MO financial consultants at Correct Capital are aware that every Wentzville, MO client is unique, and therefore their tolerance for or aversion to risk will be different. All investments carry some amount of risk, but depending on your risk tolerance you may necessitate a more active or a more passive financial portfolio management strategy. Wentzville, MO residents with a lower risk aversion 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 Wentzville, 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, safeguard against loss, and give you the best tax benefits. Optimal asset allocation can be complicated and confusing, even for experiencedWentzville, MO investors. Correct Capital’s team of Wentzville, MO financial advisors has the data, research 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, fool-proof way to predict which stocks will rise in value in which will fall. Your Wentzville, 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 mitigate your exposure to risk.


Rebalancing

Sometimes fluctuations in the market trigger 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 Wentzville, MO financial portfolio management consultants will rebalance your portfolio to keep it in line with your risk tolerance and stimulate strong long-term results.


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

At Correct Capital, we endeavor to build a financial portfolio management strategy for each Wentzville, MO client that is as unique as their individual financial goals. 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 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 Wentzville, 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.


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