Our proven discretionary managed portfolio service
TAM's portfolio service provides detailed, client specific investment proposals that includes; allocation changes, costs, investment process, individual holding descriptions and a great deal more.
Win new business
When working with TAM you're free to focus on business development and growth, rather than becoming tied up in daily portfolio management and administration.
Provide your clients with real-time access to their portfolio valuation 24 hours a day, 7 days a week allowing them to understanding why each and every investment has been made.
Investment reports when you need them
we offer an available-any-time reporting function. Within seconds you can receive an electronically delivered full investment review.
A white labelled actively managed portfolio service
You can offer your clients a complete discretionary investment management service with all reports, correspondence and web-site access branded with your own corporate identity. This ensures that your clients remain your clients.