TAM Active
TAM Active is a discretionary, risk-managed model portfolio service designed to support advisers and their clients through changing market conditions.
The portfolios are actively managed within defined risk parameters, with the objective of delivering consistent outcomes while managing downside risk.
TAM Enhanced Passive
TAM Enhanced Passive is a discretionary, risk-managed model portfolio service that uses predominantly passive investments, combined with active oversight and disciplined risk management.
It is designed for advisers and clients who value cost efficiency, transparency, and consistency, while retaining a structured approach to managing portfolio risk.
TAM Cash Plus
Cash Plus is a discretionary portfolio designed for capital preservation and liquidity during periods of uncertainty.
It allows advisers and clients to hold capital within the TAM ecosystem without committing to higher-risk assets or opening new accounts.
TAM Sharia-Compliant
TAM Sharia-Compliant Model Portfolios are designed for clients who wish to invest in line with Islamic principles while benefiting from a professionally managed, risk-graded portfolio framework.
The portfolios apply the same investment discipline used across TAM’s wider model portfolio services, adapted to meet Sharia compliance requirements.
TAM Income Portfolios
Launched 2024
5 risk-graded portfolio choices
$7,500 minimum investment
TAM Sustainable World Portfolios
5 risk profiles, Over 6 year track record
Currency options (£, $, €)
$ 7,500 minimum investment
