We outsourced our investment management to TAM two years ago and have not looked back. Client engagement has improved, our administration is easier and most importantly, we don’t have to watch the markets everyday and worry if our clients are correctly invested.

When we started proposing a DFM solution to our clients they were initially concerned about the additional costs. However, when we showed them the benefits TAM would bring, and the underlying costs savings compared to their existing selection of investments they were 100% satisfied.