Did you know we offer a trustee review service?
If you are a trustee for an investment portfolio which is not actively reviewed on a regular basis, the portfolio could have drifted away from its original objectives. This is particularly important when it comes to risk; as asset classes grow at different rates, the risk profile of a portfolio can dramatically alter over time.
When this happens, it leaves the trust open to unintentional levels of volatility- which may not be in the best interests of the beneficiaries.
At Three Counties, we are able to analyse a trust portfolio to evaluate the investments in terms of risk, volatility, growth, cost and, most importantly, suitability.
If you’d like to know more, please read our trustee review service booklet (opens in new tab).
If you wish to discuss the contents of this blog post please contact firstname.lastname@example.org or telephone the office on 0191 230 3034.
Disclaimer: The above content does not constitute financial advice. Your circumstances may differ from those outlined and you should seek advice which is relevant to your own situation.