Tamar Securities

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Investment Securities, Financial Planners, Financial Planning Consultants

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Today: 6:30 am - 5:00 pm

Tomorrow: 6:30 am - 5:00 pm

(818) 914-7460Call Visit WebsiteVisit Website Map & DirectionsDirections21031 Ventura Blvd STE 1101Woodland Hills, CA 91364 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Thu:	6:30 am - 5:00 pm
Fri:	6:30 am - 3:00 pm

Tamar Securities

Investment Management
We are required to communicate the information about you to your portfolio manager (s), and to inform you how often or under what circumstances we provide such updated information. Our firm communicates with your portfolio manager(s) on a regular basis as needed (daily, weekly, monthly, quarterly, and annually) in order to ensure your most current investment goals and objectives are understood, and followed by your portfolio manager(s). In most cases, we will communicate such information as part of our regular investment management duties. In addition, we will communicate personal information to your portfolio manager(s) when you instruct us to do so, market or economic conditions warrant such action, and it is generally prudent to act in this manner.

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Extra Phones

Primary Phone: (818) 914-7460

Location

Woodland Hills Financial Ctr

Neighborhoods

Woodland Hills-Warner Center, South Valley

AKA

Tamar Securities LLC

Other Links

http://tamarsecurities.com

https://tamarsecurities.com/privacypolicy.aspx

Categories

Investment Securities, Financial Planners, Financial Planning Consultants, Insurance, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Stock & Bond Brokers

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Details

Phone: (818) 914-7460

Address: 21031 Ventura Blvd STE 1101, Woodland Hills, CA 91364

Website: http://tamarsecurities.com

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Tamar Securities

Investment Management
We are required to communicate the information about you to your portfolio manager (s), and to inform you how often or under what circumstances we provide such updated information. Our firm communicates with your portfolio manager(s) on a regular basis as needed (daily, weekly, monthly, quarterly, and annually) in order to ensure your most current investment goals and objectives are understood, and followed by your portfolio manager(s). In most cases, we will communicate such information as part of our regular investment management duties. In addition, we will communicate personal information to your portfolio manager(s) when you instruct us to do so, market or economic conditions warrant such action, and it is generally prudent to act in this manner.
Mutual Funds
The program endorses a top-down value discipline that seeks to identify globally undervalued Markets, Economic Sectors, Industries, Fixed Income, and Specific Securities in “Super Cycles” that sell at deep discounts to both their respective and historical intrinsic values. “Super Cycles” are defined as undervalued Economic Sectors, and Industries in the Global Economy that our firm believes are best positioned for “Long-Term Growth”. The select list due diligence process that aims to identify some of the world’s best underlying mutual funds begins with a rigorous screening process of the entire global universe of about 200 mutual fund families.
Bonds
Wealth Management
Tamar Securities, LLC is an independent SEC-Registered Investment Advisor (RIA). TAMAR provides wealth management services on an open hybrid platform that includes either fee-based or markup transactions. TamarSecurities.com
Money Market Funds
As mentioned above, our firm will emphasize continuous and regular account supervision to exercise discretion in investing in tax-free and taxable money market funds for individual, corporate and institutional accounts in accordance with the client written investment guidelines detailing conditions, restrictions and limitations as set by the client’s investment policy statement. Our firm in exercising such discretion shall have client’s authority to make purchases, sales, exchanges, investments and reinvestments that are deemed necessary in performing such discretion.

Asset Management
We endorse a platform of Independent Money Managers that seek to identify globally undervalued Markets, Economic Sectors, Industries, and Specific Securities in “Super Cycles” that sell at deep discounts to both their respective and historical intrinsic values. “Super Cycles” are defined as undervalued Economic Sectors, and Industries in the Global Economy that we believe are best positioned for “Long-Term Growth. The select list due diligence process of Independent Money Managers begins with a rigorous screening process of some of the world’s best money managers in order to fulfill a comprehensive strategic asset allocation model.
Asset Protection
Following extensive due diligence, I have selected Charles Schwab Institutional to become the preferred custodian of TAMAR SECURITIES, LLC for our 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. I am mailing you additional information on their financial strength and asset protection under separate cover.

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