For professionals in the financial services industry - Financial planners and Accountants
TMS provides personalised tailored investment management solutions to intermediaries in the financial services industry such as Financial Planners and Accountants. With its wealth of experience TMS can work with your business to assist in providing portfolio management and funds management either direct or indirect to your clients.
While there are many good fund managers in the market, traditionally they fail to be able to deliver a personalised service to advisors. At TMS we work directly with you and your client as professional investment specialist to not only provide initial investment advice, but ongoing portfolio management.
TMS offers this unique service to intermediaries via direct portfolio management for clients with investable funds in excess of $750K. And via funds management through our Separately Managed Accounts (SMA) offering with as little as $25k.
TMS portfolio management provides full tax reporting and online access for both advisors and their clients. Utilising IRESS IPS technology data can be uploaded into financial planning software via data feeds.
In the majority of cases TMS can deliver its unique personalised service to advisor groups at very competitive rates, and in many cases below a Wrap/Wholesale Fund MER.