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Financial Advisors

TAM Centum Portfolios

Managing Regular Premium Contributions

For many clients it has never been as important as it is now to give them the means to build a financial reserve, a nest egg they can rely on in the future whether this is by way of a regular contribution within their Workplace Pensions or in the form of a regular savings facility to gradually build a meaningful investment pot over time.
 

The average pension fund at retirement is just £25,000, which is enough to buy income worth just £1,400 a year”.
Express Personal Finance 1st May 2013 (State benefits would be in addition)

 

 

 


TAM’s ‘Centum’ product offers a select range of risk-graded portfolios designed to be used for regular premium contributions under Workplace Pension arrangements managed by a pension administrator or under a non-Pension ‘Group’ savings arrangement that could be created under a body corporate or trust.


 

This unique proposition gives the opportunity for Workplace Pensions or Group Savings arrangements to have their accumulating portfolios managed by a specialist Discretionary Investment Management team with exceptional reporting and delivery down to member level.

TAM’s state of the art reporting and delivery offers superb accountability and transparency. A highly experienced team manages the portfolios - their services would normally be reserved for high net worth and institutional clients.

The most appropriate risk graded portfolio is determined for the member with the financial adviser.
 

The investment team conducts rigorous research and applies portfolio construction techniques to ensure that each portfolio is managed in line with it’s objectives and risk profile. TAM take an active approach to multi-asset and international investment, so the portfolios we construct are diversified and are managed to fit the prevailing market conditions using both a strategic and a tactical investment process.

 

TAM investment management and research teams review economic data and market factors that affect portfolio risk and performance on an ongoing basis. Tactical portfolio allocation changes are made swiftly and decisively should market factors necessitate it. We adopt a proactive attitude to rebalancing. We continually monitor investments and review them for consistency and style shift. Our due diligence process is on-going and is supplemented with face to face meetings with investment managers.
 

 

From its beginnings as the discretionary management division of a leading European financial institution, TAM has evolved into an innovative and forward thinking provider of financial solutions. TAM is now majority owned by its employees who share the single vision of providing leading-edge client portfolio management. By attracting a team of experienced investment and administration professionals in both our domestic and international offices TAM remains committed to providing fund management services second to none.


 

Key Advantages

LOW COST

A competitive, simple, ‘all in’ charge that covers Investment Management, platform delivery, transactions and custody.

A RANGE OF RISK-PROFILED PORTFOLIOS

The Centum portfolios span the risk spectrum from a Cautious, lower risk profiling, to an Adventurous profiling with a higher equity content. All TAM portfolios invest in RDR Compliant – clean share classes.

PERFORMANCE

The Centum portfolios are based on the Focus Model Portfolios which have a demonstrable record of consistent performance.

ACCESSIBILITY

The Centum product can be accessed under Workplace Pensions arrangements and as the underpinning investment solution for Group Savings arrangements whether provided by a client company, Trust or an IFA practice.

TAM PLATFORM

The Centum portfolios run on TAM's innovative platform, which allows instant valuations, performance information and asset exposure analysis.

CONSOLIDATION OF FINANCIAL ASSETS

Our platform allows clients to view all their financial assets in one place and can accommodate for adhoc additional lump sum contributions all visible through the same state of the art online delivery.

INTERNATIONAL INVESTMENT & INCREASED DIVERSIFICATION

The Centum product allows for a broadly diversified investment solutions including an international element in line with the risk profile selected.

FAST AND SIMPLE ONLINE APPLICATION

Established as a ‘Master Scheme’ from TAM’s perspective, once the scheme is established, adding additional members could not be simpler

ETHICAL OPTIONS

‘Green’ and Shariah Compliant Portfolios are also available

Multi-asset investing

With a best of breed approach, TAM creates and manages portfolios diversified by not only underlying investment asset and sector, but also by manager and corporate provider. This is essential to adding value to client portfolios. Depending upon the selection of risk profiled portfolio TAM uses OEICS, unit trusts, exchange traded funds and structured products to access a broad range of assets including equities, bonds, property and investment trusts.

 

 

Financial Advisor Disclaimer


Please read our legal information for your own protection and benefit before proceeding. It explains certain legal and regulatory restrictions which apply to any investment in the products referred to in this website. It is not intended to constitute financial, investment, legal or other professional advice and should not be treated as a substitute for proper professional advice. TAM Asset Management Ltd and TAM International Limited endeavour to ensure that the data and other material in this website is correct and complete, but does not accept liability for any error made or omission from this website.  Nothing on this site shall be deemed to constitute investment advice.

This website does not constitute an offer or solicitation to invest in our products in any country where such offer or solicitation is unlawful. This website is not directed at you if the laws or regulations of any country prohibit or restrict the material on this website from being made available to you, and it is not intended for any use which would be contrary to local law or regulation. You should only enter this website if you have satisfied yourself that the country in which you are based imposes no prohibitions or restrictions on the distribution of material on this website.   Residents or citizens of the United States of America are specifically prohibited from investing in our products and no person may offer investment in these products to residents or citizens of the United States of America.

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