How Our Managed Portfolio Service Can Help You

 

Our proven discretionary managed portfolio service

When working with TAM you're free to focus on business development and grow rather than becoming tied up in daily portfolio management and administration. Through an environment of low-costs and proven operations procedures, our managed portfolio service can increase the efficiency of your and simplicity of your business.

 

Win new business

Rather than simply offering you an armful of fund manager factsheets, TAM's portfolio service provides detailed, client specific investment proposals. These proposals can analyse a client’s current portfolio, and together with your guidance, specify a risk profile. The proposal also includes; allocation changes, costs, investment process, individual holding descriptions and a great deal more.

 

Full transparency

TAM's managed portfolio service provides clients with real-time access to their portfolios valuation 24 hours a day, 7 days a week. In addition to viewing their individual investments and implicit performance, they will gain an understanding of why each and every investment has been made on their behalf. For professional advisers, we offer secure access to your clients’ portfolio valuations, together with details of the regulatory burdens we assume on your behalf and information on our fee-sharing policies and specialist products.

 

Investment reports when you need them

We appreciate that the demands placed on Introducers mean that they cannot wait for a valuation, or regular report on the investments, especially in a climate when your clients want more information immediately. This is why we offer an available-any-time reporting function - within seconds you receive an electronically delivered full investment review outlining: All Investments; Their valuation and performance; An asset allocation breakdown; All cash account statements; All cash transactions; All income and expenses; Full trade narratives. This report can be printed and bound into a professional document wherever you are located and branded with your corporate identity.

 

A white labelled actively managed portfolio service

We are proud to be an asset manageent company that offers a full white labelling service to intermediaries that we have built strong relationships with. 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.

Further information

If you are interested in our discretionary managed portfolio service, please get in touch with one of our experts today. We welcome any questions you may have and are willing to forward any information you may need to help evaluate our services. Our working with introducers, intermediaries and IFAs allows us to offer sensible and objective views.

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