Specific Service Process

Individualsare able to access a number of the review service components independently, with the exception of fees and charges and assessments of the overall integration of their wealth management arrangements.

Services such as mandate development and manager vetting & transition could not be conducted without the necessary analysis of essential aspects of the individual’s financial needs and financial assets.

Review of performance

An investor may come to TAMRIS and want only a review of their wealth manager’s investment performance.

Providing the client has all the necessary information to hand, TAMRIS will be able to provide an analysis of performance and investment discipline on its own.

Therefore the individual will need both a performance analysis and an investment planning analysis.

Review of investment planning

For investors who want a review of the security provided by their portfolio, of the ability of their portfolio to cope with periods of significant risk, who want to assess the ability of their portfolio to meet and manage their financial needs over time can take an investment planning analysis option.

Risk profiling and education

Investors who want to more fully understand the risk assessment process and whether their portfolio reflects their risks will need to undergo a risk profiling and risk assessment service.

Miscellaneous Consultancy

If individuals want an opinion on a report, proposal or recommendation, TAMRIS will also provide this.  Please see One-Off Opinions for further information.