Home

TAMRIS is a Total Asset Management Research & Investment Services consultancy dedicated towards improving the structure and quality of asset management within the global financial services industry.

TAMRIS is a leader in its field and the only research consultancy "of its kind" to operate with both consumer and financial services industry interests in mind. Its strengths lie in its intellectual independence and its core expertise in the structuring, planning and management of assets to meet financial needs over time.

TAMRIS is a necessary and independent minded medium between the consumers of financial services and products and the financial services industry providing impartial and objective analysis with regard to how assets are being and should be managed.

TAMRIS is an important source of much needed independent research on portfolio and wealth management services, products and regulatory issues affecting individual investors and non financial companies. TAMRIS research is regularly used as independent source material for Canada's financial press and is purchased by private individuals, financial services companies, politicians and government departments.

After three years of focus on consumer interests, TAMRIS has recently broadened its scope to include the provision of perspective, analysis and research to the financial services industry, returning closer to its original business objectives

In addition to its primary research services function, it will also provides services for individual investors looking for an objective assessment of their wealth management services.

For the individual it provides initial opinions, independent structural assessments, mandate development and manager vetting and monitoring services. Its primary objective in this respect is to add value, to empower private investors and to make their advisors accountable to them.

TAMRIS is not a financial advisor, and it does not provide financial advice or wealth management solutions to individuals. While it will provide independent structural assessments for private individuals, it will not become your advisor and only operates where individuals have existing or prospective wealth management relationships. It seeks to improve the structure and quality of wealth management solutions through the industry, as opposed to outside it.

TAMRIS does not manage money, it does not provide specific transaction recommendations regarding individual investments, it does not endorse individual investments or products nor does it publish newsletters recommending investments or products.

TAMRIS does not take the place of your primary financial advisor, whether they are your financial planner or your investment advisor, your lawyer or your accountant. TAMRIS is not responsible for the provision of pension planning, insurance or general financial planning advice which should be provided by a professional practitioner in this area

While TAMRIS may address issues of portfolio construction, planning and management relative to financial needs and risk preferences and may discuss the generics of different investment strategies it does not provide specific recommendations regarding asset allocation. Every asset manager has a different investment discipline and this discipline will determine how they engineer higher return or lower risk through asset allocation and security selection.

It is the responsibility of the investment advisor to recommend a specific strategy that meets your needs, your risk preferences and that manages the risk of the current investment environment. TAMRIS will assess whether or not the rationale is capable of managing the risks to the ability of assets to meet needs, whether the advisor has clearly communicated and justified the rationale and strategy relative to your risk preferences and, whether the manager has a clear discipline, expertise and resources needed to deliver the strategy.

TAMRIS is not a legal expert and, does not provide legal opinion on wealth management issues nor does it provide conflict resolution services.. While it will provide a structural opinion on a portfolio and associated wealth management solutions, independent legal counsel should be sought where you have a serious or significant complaint against an investment or wealth management advisor.

TAMRIS is not registered to transact securities, to provide specific transaction recommendations or to manage your money. This is the role of your investment advisor or investment counsellor. Indeed, the only people responsible for selecting investments and endorsing investments and in determining and managing asset allocation should be those with the responsibility for managing your assets and who bear the risk of managing your assets. TAMRIS does not hold client money or client securities.

TAMRIS does not provide second opinions on recommendations, it is an independent total asset management research consultancy providing amongst other services, independent structural assessments.