Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Contrarian Notes Blog
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
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about B2i Digital, Inc/
Recent news which mentions B2i Digital, Inc/
Xtant Medical Partners With B2i Digital to Educate Investors on Its Orthobiologics Innovation and Market Opportunity
July 28, 2025
Tags
XNYS:XTNT
B2i Digital, Inc/
en/US
From
TheNewswire.com - RSS (Media)
Heidmar Maritime Holdings Corp. Partners With B2i Digital as a Featured Company to Expand Investor Awareness
June 13, 2025
Tickers
HMR
Tags
XNAS:HMR
B2i Digital, Inc/
en/US
From
TheNewswire.com - RSS (Media)
B2i Digital Highlights the National Investment Banking Association's (NIBA) 151st Investment Conference
June 09, 2025
Tags
:
en/US
B2i Digital, Inc/
From
TheNewswire.com - RSS (Media)
B2i Digital Named Marketing Partner for 15th Annual ROTH London Conference
May 18, 2025
Tags
B2i Digital, Inc/
en/US
:
From
TheNewswire.com - RSS (Media)
B2i Digital Supports Maxim Group's Critical Minerals Summit as a Marketing Partner
April 15, 2025
Tags
B2i Digital, Inc/
en/US
:
From
TheNewswire.com - RSS (Media)
B2i Digital Named Marketing Partner for Centri Capital Conference
April 04, 2025
Tags
B2i Digital, Inc/
en/US
:
From
TheNewswire.com - RSS (Media)
OceanPal Inc. Partners With B2i Digital as a Featured Company to Expand Investor Awareness
March 24, 2025
Tickers
OP
Tags
en/US
B2i Digital, Inc/
XNAS:OP
From
TheNewswire.com - RSS (Media)
B2i Digital Named Marketing Partner for Ladenburg Thalmann Technology Innovation EXPO25
March 18, 2025
Tags
B2i Digital, Inc/
en/US
:
From
TheNewswire.com - RSS (Media)
Vycor Medical Joins B2i Digital Venture Company Program to Build and Educate Its Investor Base
March 13, 2025
Tickers
VYCO
Tags
en/US
B2i Digital, Inc/
OTCM:VYCO
From
TheNewswire.com - RSS (Media)
Applied Energetics Engages B2i Digital to Elevate Investor Engagement
February 27, 2025
Tickers
AERG
Tags
B2i Digital, Inc/
OTCM:AERG
en/US
From
TheNewswire.com - RSS (Media)
B2i Digital Named Marketing Partner for the Jones Healthcare and Technology Innovation Conference
February 24, 2025
Tags
:
en/US
B2i Digital, Inc/
From
TheNewswire.com - RSS (Media)
B2i Digital Named Marketing Partner for the 37th Annual ROTH Conference
February 05, 2025
Tags
:
B2i Digital, Inc/
From
TheNewswire.com - RSS (Media)
Harter Secrest & Emery Joins B2i Digital's Featured Expert Program
January 28, 2025
Tags
B2i Digital, Inc/
:
From
TheNewswire.com - RSS (Media)
B2i Digital Named Silver Sponsor and Marketing Partner for Maxim Group's 2025 Mining Conference: Mining & Supplying Critical Minerals & Precious Metals
January 02, 2025
Tags
:
B2i Digital, Inc/
From
TheNewswire.com - RSS (Media)
B2i Digital Proudly Supports DealFlow Events' The Microcap Conference as a Marketing Partner
December 31, 2024
Tags
B2i Digital, Inc/
:
From
TheNewswire.com - RSS (Media)
OS Therapies Partners With B2i Digital to Engage With Biotech Investors Online
December 26, 2024
Tags
XNYS:OSTX
B2i Digital, Inc/
From
TheNewswire.com - RSS (Media)
B2i Digital Supports 13th Annual ROTH Deer Valley Event as a Marketing Partner
December 09, 2024
Tickers
KITS
Tags
B2i Digital, Inc/
:
From
TheNewswire.com - RSS (Media)
B2i Digital is the Marketing Partner for Benchmark's 13th Annual Discovery One-on-One Conference
December 05, 2024
Tags
:
B2i Digital, Inc/
From
TheNewswire.com - RSS (Media)
B2i Digital Named Marketing Partner for 7th Annual ROTH Sustainability Private Capital Virtual Event
December 02, 2024
Tags
:
B2i Digital, Inc/
From
TheNewswire.com - RSS (Media)
B2i Digital Announced as Marketing Partner for ROTH's 13th Annual Technology Conference
November 11, 2024
Tags
B2i Digital, Inc/
:
From
TheNewswire.com - RSS (Media)
Intelligent Bio Solutions Partners With B2i Digital to Amplify Investor Outreach
November 01, 2024
Tickers
INBS
Tags
B2i Digital, Inc/
XNAS:INBS
From
TheNewswire.com - RSS (Media)
B2i Digital Confirmed as Marketing Partner for the 3rd Annual ROTH Healthcare Opportunities Conference
September 26, 2024
Tags
B2i Digital, Inc/
:
From
TheNewswire.com - RSS (Media)
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.