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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
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Total Asset Fund (TAF)
TAF sm Program
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EVENTS
FIP
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TAF
Event Schedule
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Client Contact with Portfolio Manager(s)
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
FIP
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
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Cathie Wood's Ark Notes Ethereum Arbitrage Opportunity Amid Celsius-Induced Crypto Bloodbath
June 14, 2022
Tags
Celsius
Markets
Analyst Color
From
Benzinga
Cathie Wood Adds $2.3M More Of This Gaming Stock On The Dip
June 09, 2022
Tickers
ARKK
NFLX
RBLX
ROKU
Tags
ETFs
ROKU
Sector ETFs
From
Benzinga
Cathie Wood Trims Pfizer Stake And Loads Up $25M In Rival COVID-19 Vaccine Maker
June 09, 2022
Tickers
ARKG
MRNA
PFE
Tags
ARK Investment Management
PFE
Trading Ideas
From
Benzinga
Cathie Wood's Ark Invest Scoops Up $2.3M Worth Of Tesla
June 08, 2022
Tickers
ARKK
ARKQ
EVS
TSLA
Tags
Sector ETFs
Benzinga
Market News
From
Benzinga
Cathie Wood Continues Tesla Snap-Up Spree With $2.15M Buy
June 08, 2022
Tickers
ARKK
EVS
TSLA
TWTR
Tags
Cathie Wood
News
Broad U/S/ Equity ETFs
From
Benzinga
Cathie Wood Trims Stake In This Warren Buffett-Backed Automaker And Laps Up Another $5M In Tesla
June 06, 2022
Tickers
BRK-A
BYDDY
EVS
TSLA
Tags
ARK Investment Management
Trading Ideas
EVs
From
Benzinga
Cathie Wood Scoops Up Nvidia For 3rd Time Since Re-Entry With $3.8M Buy
June 06, 2022
Tickers
ARKK
NVDA
TECH
Tags
semiconductors
News
Cathie Wood
From
Benzinga
Cathie Wood Says Incoming Bitcoin Volatility Will Be To The Upside
June 06, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
$LUNA
$UST
Analyst Ratings
From
Benzinga
Cathie Wood's Flagship Fund Up 17% Since May Bottom: What's Behind The Rise?
June 05, 2022
Tickers
ARKK
COIN
SQ
TSLA
Tags
Sector ETFs
Benzinga
TSLA
From
Benzinga
Cathie Wood Scoops Up $1.2M More In This Crypto-Linked Fintech On The Dip
June 02, 2022
Tickers
ARKK
COIN
Tags
ETFs
Markets
$ETH
From
Benzinga
Some ARKG Components Could Lead in Genetic Testing
June 01, 2022
Tickers
ARKG
Tags
ARKG
ARK Investment Management
disruptive technology channel
From
ETF Trends
Cathie Wood Scoops Up $1.3M In Tesla As Stock Stays In The Red This Year
May 31, 2022
Tickers
ARKK
EVS
TSLA
Tags
ARK Investment Management
Trading Ideas
ARKK
From
Benzinga
Cathie Wood Scoops Up $9M More In This Crypto-Linked Stock
May 27, 2022
Tickers
COIN
Tags
Long Ideas
$BTC
ARK Investment Management
From
Benzinga
Cathie Wood's Ark Invest Makes Nvidia Re-Entry After 7 Months With $44M Buy
May 27, 2022
Tickers
ARKF
ARKK
ARKW
NVDA
Tags
Benzinga
Market News
Sector ETFs
From
Benzinga
ARK’s Cathie Wood: Now’s Not the Time to Bet Against Disruptive Innovation
May 26, 2022
Tickers
ARKK
Tags
Cathie Wood
ARK Investment Management
disruptive technology channel
From
ETF Trends
Cathie Wood's Ark Invest Adds Tesla Stock For Third Time This Week
May 26, 2022
Tickers
EVS
TSLA
TWTR
Tags
Elon Musk
ETFs
Sector ETFs
From
Benzinga
Cathie Wood Adds Another $3.6M In These 2 Crypto-Linked Stocks
May 25, 2022
Tickers
COIN
SQ
Tags
Jack Dorsey
Long Ideas
$BTC
From
Benzinga
This ETF Has Surprising Sustainability Inroads
May 25, 2022
Tickers
ARKQ
Tags
ARKQ
ARK Investment Management
disruptive technology channel
From
ETF Trends
Space Investing Outlook Supported by $1 Trillion Forecast
May 24, 2022
Tickers
ARKX
Tags
ARKX
ARK Investment Management
disruptive technology channel
From
ETF Trends
Tesla Bull Cathie Wood Says Bet Against 'Disruptive Innovation' Will Prove Ill-informed, Ill-timed
May 24, 2022
Tickers
ARKK
COIN
TDOC
TSLA
Tags
Sector ETFs
TDOC
Benzinga
From
Benzinga
Cathie Wood Scoops Up $10M In Tesla As Stock Crashes 32% In A Month
May 23, 2022
Tickers
ARKK
EVS
TECH
TSLA
Tags
ARKK
EVs
Trading Ideas
From
Benzinga
Tesla Bull Cathie Wood Scoops Up $11.5M In Bill Gates-Backed Biotech's Stock
May 19, 2022
Tickers
ARKK
DNA
MSFT
TSLA
Tags
Benzinga
TSLA
Market News
From
Benzinga
602: Innovation Has Moved Beyond Benchmarks | “The Switch” With ARK Invest
May 18, 2022
Tickers
ARKK
Tags
Cathie Wood
ARK Investment Management
ARKK
From
ETF Trends
A Massive Explosion in Digital Advertising Could Be Coming
May 17, 2022
Tickers
ARKW
Tags
ARK Investment Management
disruptive technology channel
ARKW
From
ETF Trends
Analyst Says Sam Bankman-Fried's Robinhood Stake Signals 'Strong Support'
May 17, 2022
Tickers
HOOD
Tags
Sam Bankman/Fried
$ETH
Markets
From
Benzinga
Terra (LUNA) Blow-Up One Of The 'Largest Fiascos' In Crypto Market History, Ark Says
May 17, 2022
Tickers
LUNA
Tags
ARK Investment Management
Cryptocurrency
TerraUSD
From
Benzinga
Fintech Can Play Pivotal Role in Helping Unbanked and Underbanked Customers
May 16, 2022
Tickers
ARKF
Tags
ARK Investment Management
ARKF
disruptive technology channel
From
ETF Trends
Multiple Disruptive Technologies Meet in Fintech Space
May 13, 2022
Tickers
ARKF
ARKQ
Tags
disruptive technology channel
ARKF
ARK Investment Management
From
ETF Trends
Cathie Wood Adds $14M Worth Of Coinbase As Stock Weathers Massive Crypto Crash
May 12, 2022
Tickers
COIN
Tags
$BTC
ARK
Long Ideas
From
Benzinga
ARK Invest’s Cathie Wood Says Disruptive Tech Stocks Are “In Deep Value Territory”
May 12, 2022
Tickers
ARKK
Tags
ARKK
ARK Investment Management
disruptive technology channel
From
ETF Trends
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