Summary of Private Investor Services  TAMRIS provides “Structural Assessments”, “Mandate Development”, "Manager Vetting" and “Monitoring” services for private investors looking for well structured management of their financial assets and financial needs over their lifetimes.
These services are for investors looking for an independent structural review and/or monitoring of their existing asset management arrangements or, for those looking for help in the selection and assessment of new managers. The following provides a brief explanation of these services. For a more detailed explanation please note the links provided in the side menu. The structural assessment provides an assessment of the individual's wealth and asset management arrangements and where appropriate a assessment of performance, portfolio structure, costs, risk assessment and service standards. Structural mandates provides a service, cost and portfolio structure, planning and management directive to your wealth and asset managers.  Manager Vetting & Transition helps you select managers capable of managing your needs and to monitor the transition during the most important first 12 months of your relationship. The monitoring service provides ongoing monitoring of the advice and portfolio management you are receiving. TAMRIS does not recommend this for all investors given that a) ongoing monitoring increases costs and b) your wealth manager will already have been paid to do the same. TAMRIS is truly "Independent, Impartial and Objective", because that is the way we think, not the way we are told to think and, not the way we think the market place would like us to think.  | 
