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TSL's Turnkey Operation Platform
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EVENTS
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home
about us
Investment Approach
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Value Proposition
Team Biographies
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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
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Latest News about Bitwise Asset Management
Recent news which mentions Bitwise Asset Management
Bitcoin Could Break Free From Stocks In Case Of A Tariff-Fueled Recession, Says Analyst: 'Lower Interest Rates And Massive Money Printing'
April 10, 2025
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
Market News
Inflation hedge
Arthur Hayes
From
Benzinga
EXCLUSIVE: Bitwise Sees Bitcoin Reaching $200,000, CIO Says Firm Is 'Extraordinarily Bullish'
March 26, 2025
Tickers
BITCOMP
NEWS
OWNB
USD-BITSTAMP
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News
ETFs
Bitwise Asset Management
From
Benzinga
Bitcoin, Ethereum Rise But A Spot ETF Filing Has Sent This L1 Token Flying 13%
March 05, 2025
Tickers
APT
BITCOMP
ETF
META
Tags
META
$APT
Movers
From
Benzinga
Dogecoin Primed For Upside Breakout, Says Analyst As Bitwise's ETF Application Moves Forward
March 04, 2025
Tickers
ETF
NEWS
Tags
Techncical Analysis
Bitwise Asset Management
News
From
Benzinga
Bets Favoring Dogecoin ETF Approval In 2025 Jump After Bitwise's Delaware Filing—Top Trader Paints Over 4000% Upside For Memecoin
January 23, 2025
Tickers
ETHA
IBIT
NEWS
Tags
ETHA
Bitwise Asset Management
Dogecoin ETF
From
Benzinga
Bitwise's Bold Approach: New ETF Targets Bitcoin Powerhouses As Institutional Adoption Soars
December 31, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
$BTC
New ETFs
Cryptocurrency
From
Benzinga
Bitcoin ETFs Spark Institutional Interest: 'The Doors Have Been Blown Off,' Superstate CEO Says
December 11, 2024
Tickers
BITCOMP
ETF
USD-BITSTAMP
Tags
Market News
ETF
FODA
From
Benzinga
Hedge Funds, Institutional Investors Embracing Bitcoin ETFs
September 03, 2024
Tickers
BITB
BITCOMP
USD-BITSTAMP
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BITB
Bitwise Asset Management
bitcoin
From
ETF Trends
Bitwise Acquires ETC Group as Part of Global Expansion
August 22, 2024
Tickers
AETH
BITB
BITC
BTOP
Tags
ETHW
crypto channel
BTOP
From
ETF Trends
Bitwise Waives Sponsor Fee Amid Spot Ether ETF Race
July 23, 2024
Tickers
BITB
ETHW
Tags
nyse
BITB
crypto channel
From
ETF Trends
Crypto Rewind: What Experts Predicted For Bitcoin ETFs Before Approval
July 01, 2024
Tickers
BITCOMP
SEC
TECH
USD-BITSTAMP
Tags
Market News
SEC
Pat McEvoy
From
Benzinga
Bitcoin Could Hit $200K This Year, Says Bitwise CIO: 'There's Too Much Demand And Not Enough Supply'
March 05, 2024
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
Matt Hougan
News
Bitcoin
From
Benzinga
Spot Bitcoin ETFs Will See $150B Inflows By End Of 2025, Says Investment Professional: 'Remarkable' Demand
February 15, 2024
Tickers
BITB
BITCOMP
BITW
GOLD
Tags
Sector ETFs
Bitwise Asset Management
Expert Ideas
From
Benzinga
Bitwise Bitcoin ETF Becomes First Spot ETF To Publish BTC Addresses — Balaji Srinivasan Responds 'Satoshi > SEC'
January 25, 2024
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
bitcoin
Benzinga
Cryptocurrency
From
Benzinga
WisdomTree’s Steinberg, Bitwise’s Hougan Talk Spot Bitcoin ETFs
January 12, 2024
Tickers
BITB
BITCOMP
BTCW
USD-BITSTAMP
Tags
crypto channel
WisdomTree Investments
bitcoin
From
ETF Trends
WisdomTree’s Steinberg, Bitwise’s Hougan Talk Spot Bitcoin ETFs
January 12, 2024
Tickers
BITB
BITCOMP
BTCW
USD-BITSTAMP
Tags
Spot Bitcoin ETFs
Bitwise Asset Management
Bitcoin ETF
From
ETF Trends
EXCLUSIVE: Bitcoin ETFs On The Horizon - It's 'The Most Important Thing,' Says Bitwise CIO
January 09, 2024
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
Spot Bitcoin ETF
Cryptocurrency
$BTC
From
Benzinga
Bitcoin ETF SEC Decision That Could Make Or Break Your Portfolio: Here's What Experts Predicted At Benzinga's Future Of Digital Assets
January 05, 2024
Tickers
BITCOMP
NEWS
SEC
USD-BITSTAMP
Tags
Stories That Matter
Benzinga
bitcoin
From
Benzinga
EXCLUSIVE: Bitcoin ETF's Potential Approval Looms Large — 'The Market Has Not Realized How Big A Deal This Is'
November 14, 2023
Tickers
BITCOMP
SEC
USD-BITSTAMP
Tags
Benzinga
bitcoin
Exclusives
From
Benzinga
VettaFi Voices On: 2023’s Record Crop of New ETFs
November 03, 2023
Tickers
BALI
BETH
BIL
BILZ
Tags
Morgan Stanley
Innovative ETFs channel
BINC
From
ETF Trends
VettaFi Voices On: 2023’s Record Crop of New ETFs
November 03, 2023
Tickers
BALI
BETH
BIL
BILZ
Tags
Invesco
JETS
RSBT
From
ETF Trends
Bank on Bitcoin to Beat Inflation
October 11, 2023
Tickers
BITC
BITCOMP
USD-BITSTAMP
Tags
Bitwise Asset Management
BITC
crypto channel
From
ETF Trends
Bitwise To Launch Two Ethereum Futures ETFs
September 29, 2023
Tickers
BK
BTF
Tags
Markets
Market News
asset management
From
Benzinga
Bitwise Launches Bitcoin-Linked ETF for Long-Term Investors
March 21, 2023
Tickers
BITC
BITCOMP
USD-BITSTAMP
Tags
BITC
New ETFs
Bitwise Asset Management
From
ETF Trends
Bitwise Invests in Web3 With BWEB
October 04, 2022
Tickers
BITQ
BWEB
Tags
Bitwise Asset Management
BITQ
New ETFs
From
ETF Trends
“The Ground Shook, And the Foundation Held” – Bitwise on DeFi
May 26, 2022
Tickers
BITQ
BITW
Tags
cryptoocurrencies
DeFi
BITQ
From
ETF Trends
“Crypto has Always Rebounded” Says Bitwise CIO
May 13, 2022
Tickers
BITQ
BITW
Tags
Bitwise Asset Management
BITQ
crypto channel
From
ETF Trends
Bitcoin Takes the Plunge Alongside Stocks Sell-Offs
May 05, 2022
Tickers
BITCOMP
BITQ
USD-BITSTAMP
Tags
crypto channel
Bitwise/C
bitcoin price
From
ETF Trends
Bitwise Launches SMA With Direct Bitcoin & Ethereum Exposure
April 27, 2022
Tickers
BITCOMP
SMA
USD-BITSTAMP
Tags
bitcoin
Bitwise Asset Management
crypto investing
From
ETF Trends
Why Diversification in Crypto Matters Looking Ahead
April 20, 2022
Tickers
BITW
Tags
cryptocurrencies
Bitcoin ETF
Bitwise Asset Management
From
ETF Trends
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