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Financial Advisors

TAM Premier Portfolios

TAM does not believe in a “one-size-fits-all” approach to portfolio management. Our Premier solution offers a comprehensive range of risk-profiled portfolios that can be tailored to fulfil the objectives and aspirations of each of our clients.

TAM PREMIER Clients and advisers select a risk-profiled portfolio style that most closely reflects their return objectives and attitude to risk. TAM offer a range of risk graded portfolios that span the risk spectrum from more secure, lower risk, cash-like returns, through to higher risk equity based investments returns. Once a risk profile has been selected a Premier portfolio can be tailored to meet the individual requirements of a client.

 



 

Key Advantages

PRE INVESTMENT EVALUATION

We produce a comprehensive report which clearly focuses on iinvestment objectives, risk grading and rating, which are provided to all clients before investing.

A WIDE SELECTION OF RISK-PROFILED PORTFOLIOS

The Premier solution spans the risk spectrum from the more secure lower risk cash-like returns, through to higher risk equity based investments. Eight tailored portfolio styles are available.

ACCESSIBILITY

You can invest directly into the Premier portfolios, or use them as an underlying asset for an ISA, SIPP, Pension, Trust and/or Life Assurance wrapped product.

FLEXIBILITY

You can incorporate existing assets into your Premier portfolio with no additional cost for in specie inward transfers.

INCOME OPTIONS

Premier clients can opt for regular or ad-hoc income payments as required at a level that benefits their own needs.

TAX CONSIDERATIONS

Premier portfolios can be created to monitor and work within client CGT and tax positions where TAM are so advised.

CURRENCY OPTIONS

We can denominate portfolios in all major currencies and multi-currency investment can be accommodated within your Premier portfolios.

LOAN FACILITY

Our custodian bank may provide preferential rate loans against the security of the portfolio where the type of account allows.

CHOICE

Our Premier portfolios can accommodate ethical, environmental or religious beliefs.

INTERNATIONAL INVESTMENT & INCREASED DIVERSIFICATION

Each tailored portfolio allows for broadly diversified investments including an international element in line with the risk profile adopted.

Multi-asset investing

With a best of breed approach, TAM creates and manages portfolios diversified not only by 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 portfolios TAM uses OEICS, unit trusts, exchange traded funds and structured products to access a broad range of assets including equities, fixed income, property, commodities, alternative investment and hedge funds.

 
 

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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