Reasons for seeking a TAMRIS Review Clients with existing advisors usually come to TAMRIS for a review of their wealth and asset management arrangements for a number of reasons. Some may just want a second opinion on whether they are getting good advice or not. Some may just want to target a specific area; performance analysis. investment planning, risk profiling, costs & fees. Some may be concerned about their advisors and want an expert opinion on what advice they are actually getting and what to do about it. Some investors may be dissatisfied and are considering a change of advisor and need someone who can ascertain what is happening and what to do. Others may want to keep their advisors but would like to make sure that they are focussing on all that they need to. Some may have a problem that they need independent advice on before they approach their advisor. Others may be coming for a one-off second opinion on a report they have received, or a proposal and do not want a full analysis. Others may simply want to have an independent investment planning analysis or an independent assessment of their investment planning analysis. This one of TAMRIS's unique strengths and service offerings.
Service objectives Determining which level of service and what type of service is appropriate for you is dependent on a number of things. The size of your investable assets. The complexity of your wealth management arrangements. The extent of the problems you may face? The investment planning functions your existing advisors are able to perform? The ability of your existing advisors, their reporting standards and their own disciplines and expertise? What you want to do with the analysis of your wealth and asset management position? Whether you are an individual with an existing advisor or are an individual looking for an advisor. Whether you have a specific objective and do not require a full review.
Determining the level of work needed is one of the primary reasons for the opinion stage of the TAMRIS service. TAMRIS offers a disciplined service process and three broad service levels that will meet most individual's objectives and needs. First determinant of which service The first determinant of the type of service you need depends on whether you are an individual with existing advisors, or an individual without advisors looking for advisors. 
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