Robust Investment Process
The TAM investment committee meets regularly to direct and supervise the investment management team who implement day-to-day investment policy and strategy for the attainment of investment goals.
Economic data and market factors that impact portfolio risk and performance are reviewed on a daily basis. Tactical portfolio allocation changes can be made swiftly and decisively as and when necessary.
A wide range of options
We do not believe in a “one size fits all” approach and offer a portfolio approach that will meet clients’ risk/return requirements from the lower risk of cash-like returns to a growth oriented or even adventurous investment strategy.
Signature portfolios can be opened with £30,000 and full discretionary accounts from £80,000.
Sinclair James Signature Portfolio Service clients can make incremental payments to their portfolios from as little as £1,000 at a time. Clients with additional requirements such as those relating to ethical, environmental or religious beliefs can be accommodated through specialist portfolios.
At Sinclair James, the security of our clients’ investments is paramount. We do not hold client assets directly and works with some of the strongest counterparties in the industry.
Through our Signature Portfolios investments are normally held on the client’s behalf with the independent custody agent, Pershing Securities Limited. As part of The Bank of New York Mellon Group, one of the world’s largest and most respected financial institutions, they offer some of the highest levels of protection available in the industry.
No one can predict the future and our circumstances and immediate needs can change very quickly.
Our Signature portfolios focus on investments that can be quickly realized with no exit penalties so you can get your money whenever you need you.
The Sinclair James Signature Portfolio Service is tailored to the specific requirements of each client and, as a result, the performance of investments varies by client. TAM measures model portfolio performance against notional benchmarks and consistently outperforms these benchmarks at varying levels of risk. The model portfolios are diversified across strategy, asset-class and geography, giving Sinclair James Signature Portfolio Service clients the added protection of risk reduction while still achieving strong performance against benchmarks.
Fundamental to the Sinclair James Signature Portfolio Service is the determination of your risk profile and overall investment objectives using a number of risk profiling tools. With this information Sinclair James and TAM can address your financial goals and factor in the key issues affecting your investment aspirations. Once these key points have been established, TAM assumes responsibility for managing the investments within the scope of an agreed mandate.