Since our firm’s founding in 2010, we’ve been dedicated to delivering exceptional service to our private wealth and first responder clients. Amit, our founder and CEO, started Tamar after experiencing frustration with the bureaucracy and conflicting interests present within the traditional large wire houses. He and our team sought to build a firm with clear principles, all in support of delivering the best service to our clients in both good and bad times.
At Tamar, we earn trust by working wholeheartedly for our clients. We view our clients as part of the Tamar family, and our recommendations are guided by what we believe serves their best interests.
Clients receive complete transparency across every stage of the investment process and can choose the most effective and cost-efficient way to manage their assets. Every recommendation we make is guided by each client’s unique financial objectives. In house proprietary disciplines and independent money managers are carefully developed and selected through rigorous standards, and trades are executed with a focus on best execution, efficiency, and integrity. Our clients’ interests remain at the center of every decision.
From this foundation, we implement global asset-allocation models focused on capital preservation, long-term growth, and consistent performance through changing market conditions.*
*Past performance cannot be guaranteed for future performance either in rising or falling markets.
We strive to cultivate a wealth management culture built on trust, honesty, and transparency. Our clients are part of our family, and we are committed to standing beside them throughout their financial journey. We aspire to operate with empathy and do right by our clients and our people.
We seek to deliver a trusted, professional, and secure investment environment where our clients can feel comfortable knowing Tamar is supporting their long-term goals – in times of both hardship and prosperity.
