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Financial Advisors

TAM Ethical Portfolios






A Socially Responsible Approach to Investment

Making the right financial decision has never been more important or challenging. Adding the additional complexity of incorporating one’s own ethical beliefs or a focus on social responsibility into that investment decision can make it overwhelming.


To address this TAM have created a range of risk-profiled portfolios only containing investments has been actively screened for their ethical credentials. Although no one investor will share the same ethical beliefs we believe that these portfolios offer the attractive combination of expertly managed investment portfolios and the reassurance that your ethical considerations are being considered.


The TAM “You Give, We Give” Scheme

TAM shares many of the ethical beliefs of our clients. To demonstrate this, we have created our unique “You Give, We Give” Scheme. Through this scheme you have the option to elect to donate a percentage of your annual portfolio gain to a pre-selected charity. However what makes this unique is that TAM will match and donate the same percentage from our annual management fees.


You Give, We Give!

Unfortunately this scheme is unavailable to pension or life assurance clients; but all other clients can elect to help TAM create a better society for us all.



Key Advantages

LOW COST

Access to professional discretionary management without incurring premium costs.

PRE INVESTMENT REPORT

We produce a comprehensive report which clearly focuses on investment objectives, risk rating and asset allocation. This is provided to all clients before they invest with TAM.

A RANGE OF RISK-PROFILED PORTFOLIOS

The Ethical portfolios span the risk spectrum from a Defensive, lower risk profiling, to an Adventurous profiling with a higher equity content.

ACCESSIBILITY

You can invest directly into the four Ethical portfolios, or use them as an underlying asset for an ISA, SIPP, Pension, Workplace Pension, Trust or a Life Assurance wrapped product.

TAM PLATFORM

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

TRANSPARENCY

We provide the highest levels of transparency for assets and costs in line with, and often exceeding, that required by the industry.

INTERNATIONAL INVESTMENT & INCREASED DIVERSIFICATION

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

FAST AND SIMPLE ONLINE APPLICATION

Once a professional advisor is registered with TAM they can download customised client reports and efficiently open accounts.

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.


Website

For more information, please visit the website www.tamethical.com


 

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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