Why TAM is the right solution for your clients?
Introduction
An award-winning 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.
Accessibility
Whether Client funds are to be remitted from South Africa or already externalised, we have agreements in place with all the major Foreign Exchange providers, tax clearance providers, international Trust and Life Assurance companies to ensure our portfolios are as accessible as possible.
Peace of Mind
TAM Asset Management International is an authorised Financial Services Provider regulated by the South African Financial Services Board and regulated by the Financial Services Commission of Mauritius.
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 whenever 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.
Whether your Clients require traditional offshore model portfolios or portfolios with a more thematic approach, we have a solution:
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.
Contact us today or complete the form below and we will be happy to answer any questions you may have by email: info@tamint.com or by telephone: 00 230 454 6400.
Our South African partners appreciate the
comfort of a globally recognised company
that is present right on their doorstep.
Phillip Hadley CEO