About Us

Tamar Securities, an independent SEC-Registered Investment Advisor (RIA) provides wealth management services on an open hybrid platform that includes either fee-based or mark-up transactions. TAMAR, as the name implies, stands for Trusted Asset Management . It is Tamar Securities’ goal to extend a trustworthy hand, reach out to the community and help our clients, employees, friends, and family to reach their dreams and aspirations.

Mission Statement

Our mission is to foster an asset management culture of trust, honesty and transparency. Our clients and employees are our extended family, and our commitment is to stand with them during the up and down market cycles on their journey to financial success.

Value Proposition

Tamar Securities seeks to create global asset allocation models that focus on preservation of capital, long term asset growth and superior performance in both rising and falling market cycles. Its hands-on investment discipline which emphasizes deeply discounted Fixed Income and Equity securities in "Super Cycles" attempts to provide clients absolute returns, independent of the market's strength or weakness.

Statement of Financial Strength

Following extensive due diligence, Tamar Securities has selected Charles Schwab Institutional to become the preferred custodian for its clients' assets. Schwab Institutional has a pristine balance sheet as measured by its tangible net equity. It provides insurance over and above the standard Federal SIPC coverage per client's account by Lloyd's of London. Further, it is considered a leading, unbiased custodial firm on Wall Street. Please find additional information on Schwab Corporation's financial strength and asset protection under a separate cover.

Tamar Securities also selected the broker dealer services of Purshe Kaplan Sterling Investments (PKS) for its transactional Fixed Income platform (Non-fee-based asset management). PKS is based in Albany, New York and will clear all of our transactional securities through one of the nation's most reputable clearing service providers, National Financial Services (NFS). Independent of the bond desk where a fixed income and/or equity transaction takes place, all trades will settle with our firm's preferred custodian, Schwab Institutional.


This presentation contains CONFIDENTIAL INFORMATION which may also be LEGALLY PRIVILEGED and which is intended only for the use of the individual or entity named above. If the reader of this presentation is not the intended recipient or the employee or agent responsible for delivering it to the intended recipient, you are hereby on notice that you are in possession of confidential and privileged information. Any dissemination, distribution, disclosure or duplication of this presentation is strictly prohibited. The information contained herein has been obtained from sources believed to be reliable but we do not guarantee accuracy or completeness.

For complete and updated information about our Investment programs and services, please refer to the Firm ADV Part 2A - Firm Brochure: