Trust Asset Management (TAM) offers investment advice to statutory trusts and separately managed accounts, aiming to maximize returns within each client's risk profile. TAM also manages private investment funds. TAM invests in various asset classes, including public and private investments, and may use leverage and hedging techniques. TAM allocates assets among balanced, real estate, equities, fixed income, and cash.
Fee Structure
Trust Asset Management (TAM) charges a percentage-based fee annually for investment advice, based on the value of the account. The fees are billed monthly. The specific percentage varies depending on whether the account is based in Texas or elsewhere. TAM also manages private funds and charges separate fees for those, as detailed in the fund documents.