TRADITIONAL AND THEMATIC MANAGED PORTFOLIOS
Actively Managed Multi-Asset Portfolios
7 risk profiles, Over 12 year track record
Income and currency options (£, $, €)
$7,500 minimum investment
Income-focused Investments
Launched 2024
5 risk-graded portfolio choices
$7,500 minimum investment
Sustainable World Model Portfolios
5 risk profiles, Over 6 year track record
Currency options (£, $, €)
$ 7,500 minimum investment
Sharia Compliant Investments
5 risk profiles, Over 4 year track record
Currency options (£, $, €)
$ 7,500 minimum investment
Pioneer In Charitable Giving
SUPPORTING FINANCIAL ADVISORS
In addition to our portfolio offerings we have developed a suite of options specially to enhance your experience when dealing with TAM and build a more productive relationship with your clients.
How we can help you
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.
Full transparency
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.
