Investment Philosophy
Mark West, the Managing Director of Three Counties Limited, outlines the Company's investment philosophy.
"Managing your financial affairs can feel like trying to put together a jigsaw. You may have an idea of the overall picture you are working towards, but you still need some help with finding the right pieces and putting them all into place. For many people, the world of investments is particularly puzzling, as the stock market turbulence over the last few years has made it increasingly difficult to know where to invest and how to strike the right balance between risk and return," says Mark.
Mark states, "About 3 years ago we started to look to work with a Discretionary Fund Manager as we felt this was the way forward. Discretionary Fund Management is only normally available to 'High End' affluent investors with substantial sums to invest. We wanted to offer this service but at a modest cost to those with relatively small sums to invest. After due diligence we selected Octopus Investments to run our Three Counties Wealth Management Service."
Since it was established more than 10 years ago, Octopus has won numerous awards for its products and currently has over £2 billion of assets under management.
"Investment planning," says Mark, "is not just about knowing a client's return objectives, but also about understanding their attitude towards risk. Everybody's interpretation of risk is different. So, Three Counties works with its clients to make sure they understand the risks associated with investing, taking into account both the potential gains and the potential losses before choosing an investment."
"Identifying your appetite for risk, investment goals, and making the decision to invest is just the start. Three Counties will help clients to select an appropriate investment profile from the range within our wealth management service," says Mark.
Mark adds, "Three Counties also offers an Advisory Investment Service and if you wish you can place all of your existing investments on our systems relieving you of all the paperwork associated with holding a number of funds/shares. We can send dividends/income to your bank account on a regular basis and at the tax year end you will receive just one consolidated tax voucher."
"Clients have access to 'real time' values of their portfolios by logging onto our secure website and using their own PIN," says Mark.
