A Diverse Portfolio Selection

TAM Asset Management does not give financial advice so it is essential that we work with experienced financial advisers and intermediaries to offer our services to clients. We do not believe in a one-size fits-all approach and as such have over the years designed and developed a wide selection of services for advisers to offer their varying clientele, all of which come with a choice of risk-graded portfolio options ranging from defensive lower-risk returns, to a more balanced approach to investment returns, right through to adventurous higher-risk returns.

Dynamic Model Portfolios

7 risk profiles, 10 year track record
Income and currency options (£, $, €)
£200,000 minimum investment

Low-Cost Model Portfolios

5 risk profiles, 5 year track record
Currency options (£, $, €)
£200,000 maximum investment

Ethical Model Portfolios

5 risk profiles, 5 year track record
No minimum/maximum investment
0.40% AMC

Sharia Model Portfolios

5 risk profiles, 3 year track record
No minimum/maximum investment 
0.50% AMC

Passive Model Portfolios

5 risk profiles
No minimum/maximum investment
0.15% AMC  

Global Fund Solution

3 risk graded choices Moderate to Growth
Currency options (£, $, €)
No minimum/maximum investment

Pioneer In Charitable Giving

All TAM GIA and ISA clients have the exclusive opportunity to participate in our 'You Give, We Give’ scheme, opting to donate a % of their annual portfolio gain to a charity of their choice, with additional donations from us. 

Additional ways to access our services

Our award-winning investment portfolios are also available via a range of platforms.