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 clients must ensure that they have established an accurate investment objective with their adviser. This will form the cornerstone of how we manage their assets assets. However, we understand that as time goes on, clients' investment horizons may change and they will be affected by their personal circumstances. We recommend that, if their goals or circumstance change, clients inform their adviser immediately and re-evaluate their 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.