Our Private Wealth clients are high-net-worth and ultra-high-net-worth individuals, couples and families.
TAMAR SECURITIES, LLC is an independent SEC-Registered Investment Advisor
We are a diverse team of financial advisors with expertise across a broad range of disciplines, working together to deliver the holistic guidance our clients need and deserve. Every relationship begins with a deep understanding of each client’s goals, risk tolerance, and liquidity needs, creating the basis for portfolio construction.
We design a personalized asset-allocation framework—drawing from our Global Asset Allocation models to tailor portfolios to each client’s unique circumstances. These models are dynamic and actively managed. Investment portfolios are fine-tuned to align with client-specific objectives and recalibrated as life circumstances evolve.
Our comprehensive approach is underpinned by our active investment management process where investment disciplines are continuously adapted to changing market conditions.*
*Past performance cannot be guaranteed for future performance either in rising or falling markets.
Conduct discovery and determine client objectives and risk profile
Determine investment strategies aligned with client objectives and risk profile
Implement portfolio strategy and execute trades
Monitor the portfolio and adjust as needed when risks and market conditions change
Ongoing relationship with direct access to advisors
Active management is a defining feature of our firm. We marry bottoms-up fundamental research with a top-down view of the global economy, seeking inflection points where attractive valuations, disruptive innovation, and durable secular growth converge. Our framework guides security selection across equities, fixed income, and alternative investments and enables us to participate in long-term “super-cycle” themes—such as AI, cloud, and energy transition—while remaining anchored to our financial analysis.
We monitor macro conditions, sentiment shifts, and sector rotations – adjusting position sizes and cash levels as the risk-reward landscape evolves. This proactive approach — rooted in investment-selection expertise — aims to identify unique entry points in market dislocations.
We directly invest in individual securities—whether in equities or fixed income—which lets us express high-conviction ideas, control tax outcomes, and secure institutional pricing through our multi-dealer network. The result is a set of actively managed portfolios designed to capture buying opportunities, protect capital in volatile markets, and generate consistent returns throughout varying market cycles.
Holistic financial services for families who have achieved a meaningful level of wealth. We develop advanced financial plans and utilize 3rd party relationships to develop customized estate plans tailored to each client’s unique circumstances and long-term goals, balancing risk and maximizing savings for our clients’ families.
