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Financial Protection
Like construction financial planning is akin to building a house - its essential to get the infrastructure correct at outset - building on fine sand only leads to disaster.
In financial planning terms this means ensuring that adequate financial protection is put in place for you and your loved ones at outset.
The types of protection plans to consider include :
Our client review process will identify if any of these areas should be discussed.
DFM Portfolios
Deep Dive
Improving investment outcomes
Delivering Value With Discretionary Fund Manager Portfolios
In today's digital world, where investment advice is plentiful and free, you might wonder why you should pay for a discretionary fund manager service. Here’s why it’s worth considering.
A discretionary fund management service (DFM) is provided by highly skilled investment professionals who have a track record of delivering outstanding performance for both individual and corporate clients. They bring expertise and experience that free online advice simply can't match.
While some believe that online tips and DIY strategies are sufficient to manage an investment portfolio, we strongly disagree. Our experience shows that those who try this often end up with disappointing results they'd rather forget. Here’s what you need to think about before investing your hard-earned money:
• Setting your investment objective
• Determining your investment time horizon
• Deciding how much to invest
• Planning your exit strategy
• Assessing the appropriate level of risk for your investment portfolio
'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.
Want to learn how a TAM portfolio can benefit you?
Click the button below.
Handling investment risk
Assessing and rebalancing portfolio risk is crucial for successful investments, whether you’re an individual investor or part of a discretionary fund management (DFM) firm. These tasks aren't something you can set and forget; they require ongoing, detailed attention.
Understanding global market movements requires extensive data analysis. Without thorough reviews and constant monitoring, a portfolio can quickly go off course, leading to significant losses.
Discretionary fund managers employ full-time specialists around the world who focus on different markets. They continuously research and evaluate market weaknesses and opportunities, scrutinising both fund managers and the companies they invest in. This meticulous process directly benefits client portfolios.
This level of detail sets discretionary fund managers apart from private investors, who often lack the time and resources for high-quality research. One major advantage of discretionary fund managers is their access to expensive institutional data and exclusive less costly institutional asset classes, which offer significant discounts and are generally unavailable to individual investors.
Without these resources and expertise, private investors can easily miss out on opportunities or poorly time their asset purchases and sales.
Take action today. Let a discretionary fund manager’s expertise and resources work for you, ensuring your investments are optimised and secure.
Learn more about discretionary fund management by clicking here
The Benefits of a TAM Discretionary Fund Manager Service
Before diving into the tangible benefits of using a discretionary fund manager, let's talk about a significant intangible benefit: stress reduction.
Let's be honest—investing shouldn’t be a source of constant worry, anxiety, and sleepless nights. Choosing the right investment path should make you feel comfortable and relaxed, even in a world where change is constant.
Our clients often tell us that using a discretionary fund manager makes them feel much more at ease. They appreciate and understand that the guidance and expertise provided takes into account:
• Investment history
• Due diligence
• Market trends
• Rsk dynamics
With all these factors handled by professionals, our clients can focus on what matters most—living an unshackled life!
Take action today and let us help you achieve a stress-free investment journey.
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.
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.
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.
