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Model Portfolio Service
Risk-managed portfolios designed to support advisers and their clients
TAM’s Model Portfolio Service provides advisers with access to professionally managed, discretionary portfolios delivered within a consistent risk and governance framework.
Our approach is built around risk alignment, discipline, and transparency, helping advisers deliver suitable investment solutions across a wide range of client needs.
A consistent approach across all portfolios
All TAM model portfolio services are constructed and managed using the same core principles.
Risk comes first. Portfolios are designed to align with defined client risk profiles and are managed within clear parameters, rather than tracking benchmarks or responding to short-term market noise.
Our focus is on delivering predictable portfolio behaviour, robust governance, and practical support for advisers.
Our approach includes:
Defined risk profiles
Clear asset allocation frameworks
Value transparency, governance, and consistency
Adviser-focused reporting and transparency
Our model portfolio services
TAM offers a range of model portfolio services to support different adviser preferences and client objectives. Each service operates within the same risk framework and infrastructure, allowing advisers to select the most appropriate approach without introducing unnecessary complexity.
TAM Active
Model portfolios built around risk, not benchmarksActively managed portfolios with the flexibility to adjust asset allocation within defined risk parameters as market conditions change.
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TAM Enhanced Passive
Systematic portfolios with active risk controlRisk-graded portfolios constructed using predominantly passive investments, combined with ongoing oversight and disciplined risk management.
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TAM Cash Plus
Capital preservation and liquidity portfolioA low-risk discretionary portfolio designed for periods of uncertainty, portfolio transitions, or temporary capital allocation.
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TAM Sharia-Compliant
Compliant with Islamic investment principlesPortfolios designed to meet Sharia compliance requirements while operating within TAM’s established risk framework.
Learn MoreDesigned for professional advisers
TAM’s Model Portfolio Service is designed to support financial advisers who want a robust, risk-managed investment solution delivered within a clear and consistent framework.
The service is commonly used where advisers:
Retain ownership of the client relationship
Require discretionary portfolio management
Value transparency, governance, and consistency
Support a wide range of client structures and needs
Practical information
- Available in GBP, USD, and EUR
- Minimum investment of £7,500 or currency equivalent
- Daily dealing and full transparency
- Custody provided by Pershing, a BNY Mellon company
Important information
TAM’s Model Portfolio Service is discretionary. Clients retain full ownership of the underlying investments. The value of investments can fall as well as rise, and past performance is not a reliable indicator of future results.