Partnering with TAM can lower your business risk and importantly help grow your business. By focusing on our core strengths, we can achieve more. The challenge of managing clients’ investments increases year-on-year. Whether it be dealing with market uncertainty, regulatory changes or increased client demands, advisers are often distracted from their core strengths of relationship building, structuring and holistic financial advice. Partnering with TAM to offer your clients access to an award-winning managed portfolio service can allow you to focus on those core strengths and build your business.

We work closely with advisers to make our portfolios as accessible as possible, assisting with your research in finding suitable investment solutions for your clients. Our model portfolios are risk rated by Defaqto and Dynamic Planner and are available across a growing selection of third party platforms. 

We can accept an investment directly, or a transfer from an ISA, pension, life insurance bond or trust. We have relationships with a growing list of major providers, saving you time by liaising directly with their offices.

Our aim is simple, to maximise performance and outperform our benchmarks with minimal risk. We have a 16-year track record which demonstrates our depth of knowledge and understanding needed to quickly respond to ever-changing market conditions. For our complete portfolio performance visit our website library here.

Our managed portfolio service provides clients with access to their online account at any time from any device. A helpful userguide to get the most out of our in-depth online platform can be downloaded here.

We appreciate that the demands placed on advisers mean that you 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 our online platform enables you to generate instant valuations and customised reports whenever you need them. Further, it provides instant access to your clients' quarterly and annual MiFID statements which can be viewed or downloaded at any time.

We are proud to be an asset management company that offers a proven complete white labelling service to advisers. 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.

To us, the safety of clients' capital is paramount and supersedes the importance of the managing entity. To ensure this safety remains prevalent, we deposit all assets with our custodian, Pershing Securities Limited (Pershing). Pershing is part of The Bank of New York Mellon Group (BNY Mellon), one of the world’s largest and strongest financial institutions with over $48.81 trillion in assets under custody. Having client assets held in custody with an institution of this size provides an unparalleled level of protection and security as well as execution, clearing and settlement services.