Financial Planning


DFM Portfolios
Deep Dive

Improving investment outcomes

Delivering Value With Discretionary Fund Manager Portfolios


'Go it alone' investors

Many investors start with DIY investing, often based on tips from friends or articles. Unfortunately, these recommendations usually fall short because they lack the thorough due diligence required for successful investing.

Proper analysis involves a disciplined approach and access to critical data not readily available to the public. Private investors often don't have this level of access, putting them at a disadvantage compared to professional discretionary fund managers.

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Handling investment risk

The Benefits of a TAM Discretionary Fund Manager Service


Redefining portfolio transparency

Below is a snapshot example of a client valuation to showcase the many benefits of a TAM portfolio. Please note, this is not meant to predict potential gains or losses, as these are always influenced by market conditions.

Sensitive client data has been redacted for privacy.

Our full valuation document spans over 30 pages of in-depth, insightful data. These documents are available to clients through a dedicated, password-protected portal, accessible 24/7, all year round.

The level of detail, transparency, and ease of understanding in our valuations is unparalleled.

Explore the screens below to see how we present portfolio information.


    Portfolio Analysis of Movements

    This slide provides a quick overview of the position of a portfolio over a selected time period. It shows the risk rating of the portfolio, in this case GBP Balanced. All fees and expenses are clearly shown as illustrated representing just over 1%


    Management Summary

    The Management Summary provides both numeric and graphical summaries in addition to the current Top 10 fund holdings at the time of report generation. Of significant importance is the details related to liquidity - TAM never invest into illiquid assets.

    Trades 1

    Security Trades In Period (1)

    A key reporting fundamental that TAM employ is that which relates to the buy and sell trades actioned within a reporting period. The clarity and transparency of each and every trade can be clearly evidenced in this slide.

    Trades 2

    Security Trades In Period (2)

    As with the former slide what is also of major significance is the rationale behind each and every buy and sell action. TAM provide a narrative to support their reasoning for all and any action performed.


    Portfolio Valuation

    Here again clear and transparent detail regarding book costs and current market values are clearly identified in each of the market sectors that assets are held.


    Cash Account Statement

    The Cash Account Statement details to the penny all credits and debits in terms of funds sales and purchases in addition to the costs associated of operating the portfolio - all clear and all very transparent.


    Could you benefit from a TAM portfolio?

    If you believe you could benefit from the expertise of a dedicated discretionary fund manager to boost your investment outcomes, without the stress and costs of managing your own portfolio, we want to hear from you.

    Let us handle the complexities while you enjoy the rewards. Take the next step towards a more secure and profitable investment journey today.