FINANCIAL ADVISERS

Model Portfolio Solutions

We do not believe in a one-size fits-all approach and as such have over the years designed and developed a range of model portfolio solutions for advisers to offer their varied clientele, including ESG and Sharia investment options.

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How our managed portfolio service can help you

When working with TAM you're free to focus on business development and growth, rather than becoming tied up in daily portfolio management and administration. Through an environment of low-costs and proven operations procedures, our managed portfolio service can increase the efficiency and simplicity of your business. 

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Workplace pension solution

TAM has partnered with key pension trustees and dedicated auto-enrolment administrators to help employers navigate workplace pensions, by providing you with a complete investment solution that can be implemented in a few simple steps. These solutions will give you access to TAM’s professional investment management across a spectrum of three portfolios encompassing mainstream, ethical or Sharia investments options.

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Full onboarding support

We offer a straightforward account opening process combined with comprehensive resources and extensive reporting capabilities for advisers and their clients.

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