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Advisory Program

Total Asset Market (TAM)

A global asset allocation model of Fund of Funds that focuses on Long term superior... Read more...

Total Asset Fund (TAF)

A global asset allocation model of Exchange Traded Fund of Funds (ETFs) that focuses on... Read more...

Fixed Income Portfolio (FIP)

That emphasizes discounted high grade tax-exempt and taxable municipal bonds in... Read more...

Market Value Securities (MVS)

A global asset allocation model of individual equities that focuses on long term superior performance... Read more...

A Letter From Our Managing Director

After nearly two decades in the financial services industry, I’m proud to announce the formation of TAMAR SECURITIES, LLC, an independent SEC-Registered Investment Advisor (RIA). Read more...

Tax-Free Income Investments

Tax-Free Income Investments in Today’s Elevated Taxable Environment. Save on Taxes, Save for Retirement. Tax Free Municipal Bonds are debt obligations issued by state or local governments of US territories, authorities and special districts. There are two main types of municipal bonds: General Obligation and Revenue bonds. General Obligation bonds (GOs), are backed by the full faith and.. Read more...

Bond Funds

Are they safe or at the end of their 32-year super-cycle? The potential end of the 32-Year Super Cycle in bonds as a result of synchronized global stimulus policies, and some indications of early stages of economic recovery should re-shift income oriented investors to individual bond holdings with set maturities. Read more...

Municipal Bonds

Unique Asset Class Municipal bonds have for a long time offered investors a safe Investment Vehicle. The 10 year cumulative default rate on municipal bonds was 0.04% between 1970 and 2000. By comparison, the 10-year default rate for corporate bonds over the same period of time was 9.83%. Read more...