Financial Portfolio Management in Westwood, MO

Financial Portfolio Management Westwood, MO. It can be complicated and tiring to oversee a wide variety of investments while also monitoring market fluctuations. Your experienced Westwood, MO financial consultants at Correct Capital know how to oversee all of your investments. As a Registered Investment Advisor (RIA), we have access to a copious amount of research and investment solutions to make sure your wealth 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 increase your wealth, you need fiduciary mindset Westwood, MO financial portfolio management professionals you can trust. As we are objective and privately owned, we steer clear of conflicts of interest and are legally obligated to advise you and manage your portfolio in a way that’s best for you and only you. We have worked hand-in-hand with hundreds of Westwood, MO area residents and families to construct customized financial solutions and help grow their money, 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 skilled Westwood, 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. You will be able to sell some stocks for more than you bought them for as their value rises over time. Some companies also offer a part 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 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 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 several investors and invests it in assorted 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 bought 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 give investors access to a particular part of the market 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 covered above. Stocks, bonds, and cash are often 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 Westwood, MO financial portfolio advisors at Correct Capital will help you understand how to position each kind of asset to meet your unique needs. As our Westwood, 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 Westwood, MO financial advisors will help you pick the best methods of investment for you. We actively manage your investments to ensure your portfolio and you financial goals stay synched.


Active Financial Portfolio Management

This investment strategy most often necessitates daily decisions and transactions. While it is occassionally referred to as high-risk, our Westwood, MO financial advisors have the knowledge to actively manage your account without endangering 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 advisors and portfolio managers. 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 bespoke guidance, our team of financial consultants will adapt as the market fluctuates to build a financial portfolio management plan tailor-made specifically for you and your Westwood, MO family.

Passive Financial Portfolio Management

This is often referred to as a ”set-at-and-forget-it” approach, and it attempts to match 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 Westwood, MO investors prefer the idea of a passive investment strategy, we think of ourselves as active portfolio managers. The Westwood, MO investment professionals 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 Westwood, MO financial professionals at Correct Capital know that every Westwood, MO client has their own life circumstances, 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 need a more active or a more passive financial portfolio management strategy. Westwood, 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 not be as high, but will be steadier and more consistent. Our Westwood, 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 experienced Westwood, MO investors. Correct Capital’s team of Westwood, MO financial advisors has the data, analysis capabilities, and knowledge 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 Westwood, MO financial portfolio management team at Correct Capital will help strategize how to meet your goals with the understanding that diversification is a key part of financial portfolio management. Having more types of assets and distributing your assets to various investments can help manage 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 Westwood, MO financial portfolio management professionals will rebalance your portfolio to keep it in line with your risk tolerance and encourage strong long-term results.


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

At Correct Capital, we strive to design a financial portfolio management strategy for each Westwood, 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 follow 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 Westwood, 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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