We're delighted you still prefer us!

For the second year in a row, TAM have been named as a preferred DFM for a model portfolio service (MPS), according to Defaqto's 2017 annual DFM review of surveyed financial advisers. A huge thank you goes out to all that commended us, and if you haven't yet tried TAM for our Focus MPS, maybe now is the time...

Do you have clients that need an actively managed investment but don't meet the minimum for most DFM portfolios? Or clients that want more than just a single investment in a multi-asset fund? Are they demanding ever lower priced products? If the answer to any of those questions is 'yes', then we could have your solution.

TAM Focus MPS at a glance...

                 •    Minimum investment £7,500
                 •    0.25% AMC (exc. VAT)
                 •    Multi-asset, diversified investments
                 •    Access to pioneering TAM platform

And the performance, well, it speaks for itself...  

 

1 Year

3 Year

5 Year

Cautious

5.54%

12.90%

30.25%

Balanced

10.41%

21.96%

46.11%

Growth

11.37%

19.88%

54.30%

Adventurous

14.18%

25.67%

61.86%

Source: TAM Asset Management Ltd Focus portfolio return from 31st March 2012 to 30th April 2017 net of TAM fees. Past performance is not necessarily a guide for future returns and you may get back less than originally invested. 

For more information or to request your free, comprehensive pre-investment proposal, please call us on: +44(0)207 549 7650 or email us at: info@tamassetmanagement.com.
 

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