Service Review Process

Clients looking for a review of their wealth and asset management services should start off with an Initial Opinion.  Without this it is impossible to discern what the individual needs and what the problems are likely to be.

Specific Service Options

Some individuals may only want a review of certain specific elements of their wealth and asset management arrangements and will not want to get involved in the review service process.

Individuals who want to limit TAMRIS's role to a review of specific areas, such as how well their portfolio is performing, or being managed or, an assessment of the investment planning of their managers, should select Specific Service Options on the side menu.