Summary of Private Investor Services TAMRIS provides “Structural Assessments”, “Mandate Development”
and "Manager Search and Selection" 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 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,
if need be, during the most important first 12 months of your relationship. TAMRIS
does not provide a formal ongoing monitoring service believing that this
adds unnecessary costs, duplication and complexity to the
advisor/client relationship, but will provide reviews of
relationships and arrangements upon request. This also clearly
differentiates the relationship TAMRIS has with its clients as one
that is both
temporary and objective.
Independent Consultants
Independent consultants are not financial advisors in the normal sense of the word. They may be financial experts and professionals in their fields but, they do not tell you where to invest or what to buy, nor if they are analysing your overall wealth management relationships, how much insurance you need, how to manage your estate or how to minimise taxation. This is important because as an independent medium they will not have the authority to effect any specific recommendation for an individual. They work with the individual to better define the services they should receive, to make their advisors more accountable to them and, to allow the individual to make more informed decisions about their wealth management. But, it is the individual and the individual’s advisors who are ultimately responsible for decisions made; even though the consultant provides a vehicle that enables the client to demand better financial advice. The value that an independent consultant brings to the table is dependent on the value the client is currently receiving from their advisors. An independent consultant cannot sell you any service with a guaranteed service benefit, nor should they entice you into a service agreement with any inappropriate suasion. Independent Consultancies do not provide wealth management solutions for the individual investor. They believe that only those with the necessary expertise, systems and resources should be responsible for the management of your financial assets and needs.
Working out whether an advisor is delivering, is a complex exercise, as is working out if they have the expertise and resources to construct plan and manage a portfolio to meet an individual's financial needs over time.  | 
