Investment Objective Review And Objective Setting
Whether you're looking for investment management in London or internationally, the key is to ensure that, from the outset, every client has a realistic idea as to what they can expect from TAM. Therefore, before signing up to our services you must ensure that you have established an accurate investment objective with your intermediary. This will form the cornerstone of how we manage your assets. However, we understand that as time goes on, your investment horizons may change and they will be affected by your personal circumstances. We recommend that, if your goals or circumstance change, you inform your financial adviser immediately and re-evaluate your portfolio to ensure it is balanced and in line with these changes. As each investor's objective and risk profile may change according to circumstances, we recommend that these are re-evaluated continually.