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Why TAM Income Portfolios?

Income Focused Investment Solutions

Multi-asset investing

Who are TAM?

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Key Advantages Of Risk Graded TAM Income Portfolios

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Pre-investment report

TAM produce a comprehensive report which clearly focuses on investment objectives, risk rating and asset allocation. This is provided to all clients before they invest with TAM.

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A wide range of risk graded portfolios

Flexibility in portfolio choices with five options - Defensive to Adventurous.

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Accessibility

You can invest directly into the Income portfolios, or use them as an underlying asset for a Pension, Trust and/or Life Assurance wrapped product.

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Flexibility

You can incorporate existing assets into your portfolio with no additional cost for in specie inward transfers.

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Income Options

Clients can opt for regular or ad-hoc income payments as required at a level that benefits their own needs.

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Tax considerations

Income portfolios can be created to monitor and work within client tax positions where TAM are so advised.

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Currency Options

Currently Income portfolios are denominated in GBP (similar options exist in USD)

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International investment and increased diversification

The Income product allows for a broadly diversified investment solution including an international element in line with the risk profile selected.

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What portfolios are available?

Why were the TAM Income Portfolios created?

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TAM's Approach To Risk

Defensive

Cautious

Balanced

Growth

Adventurous

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Alternate TAM Portfolios

Clients looking for alternate TAM portfolios may wish to consider:

Active & dynamic portfolios offering a range of risk graded options.

Sustainable World (ESG) portfolios offer a range of carefully crafted portfolios for the environmentally conscious investor.

Sharia complient portfolios that comply with Islamic law.

Liquidity Plus portfolio provides investors with an ideal vehicle to capture the best bank interest rates when markets are perceived to be too risky.