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about us
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Izotropic Completes Pre-Submission Meeting With U.S. FDA
November 01, 2023
Tags
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#Healthcare
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From
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October 26, 2023
Tickers
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October 25, 2023
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October 24, 2023
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Tickers
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October 19, 2023
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From
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October 19, 2023
Tickers
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XOTC:TCVNF
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From
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Tickers
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From
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October 18, 2023
Tickers
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From
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Early Warning News Release
October 17, 2023
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From
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(VIDEO ENHANCED) NOA Drills Thickest High-Grade Intercept to Date at Rio Grande, Intercepting Average 526 Mg/L Lithium over 508.5 Meters
October 16, 2023
Tickers
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Early Warning News Release
October 13, 2023
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Canadian Helium Developers Establish National Association to Address Growing Demand for Critical Helium Supply
October 12, 2023
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October 10, 2023
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October 06, 2023
Tickers
TCVNF
TOC
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Tocvan Ventures Corp/
XCNQ:TOC
XOTC:TCVNF
From
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Contextere announces new AI capabilities of the MADISON Insight Engine and Industrial Chatbot
October 03, 2023
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#Mining
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Satisfai Health and the University of Oxford formally collaborate in the field of AI for the evaluation of Barrett's Oesophagus and Oesophageal Cancer
October 02, 2023
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Izotropic Confirms FDA Pre-Submission Meeting Date
September 27, 2023
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Four DRobotics(R) Corp to Partner with Lockheed Martin Skunk Works(R) to Develop Command and Control Workstation Software for Autonomous, Uncrewed Ground Vehicles
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Tickers
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Four DRobotics Corp/
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Lithium Chile Provides Update on Corporate Actions
September 25, 2023
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Cartel Blue, Inc. Announces its Plan to Submit a Regulation A Filing
September 22, 2023
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Ramp Metals Appoints Dr. Mark Bennett as Strategic Advisor
September 22, 2023
Tickers
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Ramp Metals Inc/
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From
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Izotropic Closes Non-Brokered Private Placement
September 20, 2023
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From
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Tocvan Achieves Milestone Towards Full Ownership of Pilar, Outlines Target Areas for Next Phase of Drilling
September 19, 2023
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Tags
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XOTC:TCVNF
From
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Izotropic Corporation Announces Non-Brokered Private Placement
September 13, 2023
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PINX:IZOZF
#Healthcare
#Biotechnology
From
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Crestview Exploration Announces Management Change
September 08, 2023
Tickers
CRS
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Crestview Exploration Inc/
XCNQ:CRS
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From
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West Red Lake Gold Mines (WRLG.V) CEO Message Part 1: An Introduction to WRLG and its properties.
September 07, 2023
Tickers
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WRLGF
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#Mining
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Izotropic Files Class II Pre-Submission with FDA & Releases Details on Predicate Devices
September 06, 2023
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PINX:IZOZF
#Healthcare
#Biotechnology
From
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Lithium Africa and Ganfeng Lithium Establish Strategic Exploration Partnership
September 06, 2023
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Lithium Africa Resources Corp/
#Mining
From
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Delta 9 Completes Private Placement of Common Share to Haywood
August 30, 2023
Tickers
DLTNF
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#Cannabis
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#Mining
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