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 Chile
Recent news which mentions Chile
Geely Auto Unveils New i-HEV Intelligent Hybrid, Revolutionizing Global Hybrid Technology with AI-Powered Breakthroughs
April 13, 2026
Tickers
UAE
Tags
New Zealand
Syria
Bahrain
From
TimesNewswire.com
Chile Cuts Up To 70% Of Red Tape, Promises Streamlined Mining Approvals
July 03, 2025
Tickers
ASIA
B
BHP
COPPER
Tags
NGLOY
RIO
Markets
From
Benzinga
Can Rio Tinto Crack Chile's Lithium Code? $900 Million Bet On Breakthrough Extraction
May 22, 2025
Tickers
NEWS
RIO
Tags
lithium
Benzinga
Market News
From
Benzinga
Rio Tinto Expands Lithium Push With $900 Million Maricunga Deal
May 20, 2025
Tickers
NEWS
RIO
Tags
Chile
Stories That Matter
Financing
From
Benzinga
Miners Urge Chile To Cut Bureaucracy Before Country Loses Copper Leadership
April 09, 2025
Tickers
AAUKF
BHP
COPPER
NEWS
Tags
Global
Large Cap
Regulations
From
Benzinga
Rosann Santos Ofrece el Programa Repensando el Síndrome del Impostor™
March 18, 2025
Tags
Leadership
Santiago
Career
From
PRLog
SQM Cuts Capex As Lower Lithium Prices Weigh-In On Miners
March 05, 2025
Tickers
NEWS
SQM
Tags
Chile
Stories That Matter
Movers
From
Benzinga
Anglo American Signs $5 Billion Partnership With Codelco, DeBeers Weighs On Financial Results
February 21, 2025
Tickers
AAUKF
COPPER
NEWS
NGLOY
Tags
NGLOY
mining
Chile
From
Benzinga
Hitachi Construction Machinery estabelece sede regional na América Latina no Chile
January 27, 2025
Tags
Tokyo
Construction
Latin America
From
PRLog
Chile Rejects Dominga Project Once Again, Taps Debt Market To Help Its Copper Growth
January 09, 2025
Tickers
COPPER
COPX
CPER
ECH
Tags
CPER
Top Stories
News
From
Benzinga
Chile's Codelco Targets Turnaround with Modest Copper Output Increase and Strategic Lithium Ventures
January 07, 2025
Tickers
COPPER
NEWS
SQM
Tags
News
Top Stories
SQM
From
Benzinga
BHP Unveils $14 Billion Capex For Chilean Copper Operations
November 20, 2024
Tickers
AAUKF
BHP
COPPER
NEWS
Tags
AAUKF
Benzinga
BHP
From
Benzinga
Cannabis Regulation In Latin America: Towards An Integrated Market Or Stagnation?
October 03, 2024
Tickers
ACB
PERU
Tags
Cannabis Regulation
Peru
Latin America
From
Benzinga
LATAM Airlines' Earnings Will Remain 'Higher For Longer,' Says Bullish Analyst
October 01, 2024
Tickers
LTM
Tags
airlines
Expert Ideas
Benzinga
From
Benzinga
Toobit to List PetHeart (PETH) for Spot Trading on September 13, 2024
September 12, 2024
Tickers
ATD
Tags
Cryptocurrency
Argentina
Kyrgyzstan
From
TimesNewswire.com
Toobit to List Triton (TRITON) for Spot Trading on September 9, 2024, at 12 PM UTC
September 06, 2024
Tickers
ATD
Tags
Denmark
Norway
Switzerland
From
TimesNewswire.com
BHP Averts Strike At World's Largest Copper Mine, Stabilizes Chinese Copper Supply
August 19, 2024
Tickers
BHP
COPPER
NEWS
Tags
Stories That Matter
Chile
Events
From
Benzinga
BHP Faces Prolonged Strike Threat At The Largest Global Copper Mine
August 14, 2024
Tickers
BHP
COPPER
RIO
Tags
Copper
Commodities
Chile
From
Benzinga
Wealth Minerals Taps Chilean Lithium Projects To Meet Rising Global Demand
August 12, 2024
Tags
Market News
Benzinga
lithium
From
Benzinga
Lundin Mining Invests $350M To Expand Caserones Stake, Enhance Copper Production
June 27, 2024
Tickers
COPPER
LUNMF
NEWS
Tags
Canada
M&A
Global
From
Benzinga
Codelco Seeks Partner for Maricunga Lithium Project, Targeting 2030 Production
June 07, 2024
Tickers
NEWS
SQM
Tags
Rumors
Market News
Benzinga
From
Benzinga
Drugs Discovered In Chilean Police Station's False Ceiling: How Did They Get There?
June 06, 2024
Tickers
NEWS
Tags
Cannabis
Markets
News
From
Benzinga
Antofagasta Signs $600-Million Deal To Boost Water Supply For Centinela Expansion
June 06, 2024
Tickers
ANFGF
COPPER
NEWS
Tags
Financing
mining
Chile
From
Benzinga
How 3 Chilean Brothers Built A Global Cannabis Platform Embraced By Big Sponsors Like Adidas And Crocs
June 02, 2024
Tickers
ADDYY
CROX
Tags
Markets
Education
Chile
From
Benzinga
Copper Is A Hot Commodity: Bidding War for Anglo American May Emerge After BHP's 'Low Ball' Offer — 'Let The Games Begin'
April 25, 2024
Tickers
ANFGF
ANGPY
BHP
COPJ
Tags
Analyst Ratings
VALE
GLNCY
From
Benzinga
Gold Fields Celebrates First Gold Pour At Salares Norte, Boosts Chilean Production Outlook
April 03, 2024
Tickers
GFI
GOLD
Tags
Benzinga
Market News
mining
From
Benzinga
Chile's Lithium Vision: Ambitious Plans Shine While US Market Tries To Overcome Fragmentation
March 29, 2024
Tickers
ALB
COPPER
SQM
XOM
Tags
Stories That Matter
Chile
mining
From
Benzinga
Former Chilean President Sebastián Piñera Dies In Helicopter Crash
February 07, 2024
Tickers
NEWS
Tags
Chile
Helicopter crash
Sebastian Pinera
From
Benzinga
Capstone Copper Announces Multimillion-Dollar Financing To Support Its Chilean Expansion
February 05, 2024
Tickers
COPPER
CSCCF
NEWS
Tags
Global
News
Top Stories
From
Benzinga
Google Join Hands With Chilean Government To Establish First APAC-Linking Undersea Cable
January 12, 2024
Tickers
APAC
GOOG
GOOGL
NEWS
Tags
Humboldt Cable Project
Government
APAC
From
Benzinga
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.