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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
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The BiFinance digital asset platform will be launched globally in late November
November 16, 2022
Tags
SEA Standard
Pressrelease
Cryptocurrency
From
TimesNewswire.com
Embrace the Sea for a Shared Future, World Estuarine Cities Conference for Cooperation and Development Opens in Dongying
November 16, 2022
Tickers
ATD
Tags
ENG Standard
World
French
From
TimesNewswire.com
KAU, is a Gold-Backed Digital Currency, To List on BitMart Exchange
November 16, 2022
Tickers
ATD
Tags
Amapn
Atd
Global/English
From
TimesNewswire.com
KAG, is a Silver-backed Digital Currency, To List on BitMart Exchange
November 16, 2022
Tickers
ATD
Tags
Amapn
Atd
Global/English
From
TimesNewswire.com
Entice, is Creating Whole Crypto Ecosystem for their Holders, To List on BitMart Exchange
November 15, 2022
Tickers
ATD
TECH
Tags
mfn
Cryptocurrency
Pressrelease
From
TimesNewswire.com
Welcome to UtilityNet’s computing world
November 15, 2022
Tags
ENG Standard
Business
SEA Standard
From
TimesNewswire.com
China (Xiamen) International Cross-border E-commerce Expo Came to A Successful Conclusion
November 15, 2022
Tags
ENG Standard
World
Amapn
From
TimesNewswire.com
The Association of International Economic Strategy was established in Beijing
November 15, 2022
Tags
SEA Standard
mfn
Italy
From
TimesNewswire.com
Deepcoin Exchange launches an industry first “Proof of Withdrawal” (POW) Competition Come to Deepcoin for a Proof of Withdrawal Competition
November 14, 2022
Tickers
ATD
POW
TECH
Tags
Tech
ENG Standard
Amapn
From
TimesNewswire.com
Make dreams come true- the story of Hou Yi, an urban infrastructure planner
November 14, 2022
Tags
ENG Standard
Amapn
Global/English
From
TimesNewswire.com
VICUNA (VINA), is a Revolutionizing E-commerce on Metaverse, To List on BitMart Exchange
November 14, 2022
Tickers
ATD
Tags
ENG Standard
Atd
Amapn
From
TimesNewswire.com
LEXCOIN (LEX), is an Open source, Non-custodial Liquidity Protocol, To List on BitMart Exchange
November 14, 2022
Tickers
ATD
LEX
TECH
Tags
SEA Standard
Pressrelease
Cryptocurrency
From
TimesNewswire.com
Xiamen, Fujian: Efforts to build the “Southeast Strong” of China’s film industry
November 13, 2022
Tags
SEA Standard
Pressrelease
Economy
From
TimesNewswire.com
Chinese market can be mutually beneficial for all parties to create the future
November 13, 2022
Tags
Amapn
Global/English
Culture
From
TimesNewswire.com
The World Famous Giant Goldrush Is Coming
November 12, 2022
Tags
Cryptocurrency
Pressrelease
SEA Standard
From
TimesNewswire.com
Global Digital Asset Management Limited strategically invested in Gamefi Ninja’s World and reached an exclusive strategic partnership with GUICANG Group.
November 11, 2022
Tickers
ATD
Tags
Global/English
Atd
Amapn
From
TimesNewswire.com
Roshambo announces BSC support for its popular GameFi platform along with their first NFT sale date
November 10, 2022
Tickers
ATD
Tags
Russia
Korea
Pressrelease
From
TimesNewswire.com
From Trump to Biden: The Covid Response – A Catastrophic Geopolitical and Societal Failure
November 10, 2022
Tags
ENG Standard
Amapn
Global/English
From
TimesNewswire.com
DeFiWall(FIWA), the best of Blockchain In one Decentralized super App, Will List on BitMart Exchange
November 09, 2022
Tickers
ATD
Tags
Global/English
Culture
Amapn
From
TimesNewswire.com
ZFMCOIN(ZFM), is a Binance Smart Chain based Token, To List on BitMart Vote Listing
November 09, 2022
Tickers
ATD
ZFM
Tags
Atd
Amapn
Global/English
From
TimesNewswire.com
Sinochem Holdings shares China’s opportunities, signs agreements with purchasing amount over $11 billion at 5th CIIE
November 08, 2022
Tags
Business
ENG Standard
Pressrelease
From
TimesNewswire.com
Skateboard($SKB), is a skateboard social game on the BSC chain
November 08, 2022
Tickers
ATD
Tags
ENG Standard
Atd
Amapn
From
TimesNewswire.com
Tokamak Network (TOKAMAK), is a Protocol Platform for Building and Connecting Layer 2 Networks, To List on BitMart Exchange
November 08, 2022
Tickers
ATD
Tags
mfn
SEA Standard
Pressrelease
From
TimesNewswire.com
HyperChain X, is a Tailored NFT Marketpalace and Gaming Platform, To List on BitMart Exchange
November 08, 2022
Tickers
ATD
Tags
mfn
Cryptocurrency
SEA Standard
From
TimesNewswire.com
Comtech Gold (CGO), Making Gold Easy to Own & Easy to Trade, To List on BitMart Exchange
November 08, 2022
Tickers
ATD
CGO
Tags
Pressrelease
SEA Standard
Cryptocurrency
From
TimesNewswire.com
KOLO.Market’s Upcoming Second Round of Releases: 3 Selected Music-NFT Compositions
November 06, 2022
Tickers
ATD
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ENG Standard
Amapn
Atd
From
TimesNewswire.com
CGTN: A strong military key to maintaining world peace
November 05, 2022
Tickers
ATD
Tags
Atd
Amapn
Global/English
From
TimesNewswire.com
QCHAIN(QDT), is a Blockchain-powered Productive platform, To List on BitMart Exchange
November 04, 2022
Tickers
ATD
Tags
SEA Standard
Pressrelease
Cryptocurrency
From
TimesNewswire.com
Crypto Pirates (PST), a Play2Earn NFT Game, To List on BitMart Exchange
November 04, 2022
Tickers
ATD
PST
Tags
Pressrelease
SEA Standard
Cryptocurrency
From
TimesNewswire.com
The Third CoVID Winter is coming and We Have to Stay Vigilant
November 03, 2022
Tags
ENG Standard
Amapn
Culture
From
TimesNewswire.com
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