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 Exchange 2024
Recent news which mentions Exchange 2024
Chelsea Ransom-Cooper Is a Rising Star
July 24, 2024
Tags
Exchange 2025
Exchange: An ETF Experience
Exchange 2024
From
ETF Trends
Harrison Quinn on the Value of Exchange’s Community
June 27, 2024
Tags
exchange an etf experience
Exchange 2024
Featured
From
ETF Trends
Anna N’Jie-Konte Re-Envisions Wealth Management at Exchange
May 29, 2024
Tags
exchange an etf experience
Exchange 2024
Exchange: An ETF Experience
From
ETF Trends
5 Thoughts on Core Equity ETF Solutions Right Now
May 24, 2024
Tickers
DFVE
GSC
RSP
TMSL
Tags
Invesco
GSC
Fidelity
From
ETF Trends
William Roach on GLOBALT’s Next Steps
May 23, 2024
Tags
globalt investments
Exchange 2025
Expert Insights
From
ETF Trends
Sage Advisory’s Rob Williams on Liquidity Risk and More
May 01, 2024
Tags
Featured
Exchange 2024
Sage Advisory
From
ETF Trends
New Frontier Advisors CIO Michaud on Managing Risk & Return
April 24, 2024
Tags
Exchange: An ETF Experience
expert insights
Robert Michaud
From
ETF Trends
Astoria Portfolio Advisors Founder Davi Shares Market Outlook
April 17, 2024
Tickers
PPI
ROE
Tags
Expert Insights
ROE
PPI
From
ETF Trends
Exchange: Connecting to Support Komen
February 15, 2024
Tickers
BBBS
Tags
exchange an etf experience
institutional income strategies channel
BBBS
From
ETF Trends
ETF Prime: Rosenbluth on the Exchange Conference and More
February 14, 2024
Tags
todd rosenbluth
Exchange 2024
Featured
From
ETF Trends
Tomorrow’s Exchange Will Continue to Bring Insight
February 12, 2024
Tags
exchange an etf experience
Exchange 2024
Carson Coaching
From
ETF Trends
Exchange: Are You as Smart as an ETF Nerd?
February 12, 2024
Tickers
AMLP
BKAG
HYG
IAUM
Tags
BKAG
spdr etfs
Exchange: An ETF Experience
From
ETF Trends
Countdown to Exchange: J.P. Morgan Asset Management’s Dr. David Kelly
February 09, 2024
Tags
JP Morgan Asset Management
expert insights
Exchange: An ETF Experience
From
ETF Trends
6 Things to Do Ahead of Exchange
February 07, 2024
Tags
Exchange: An ETF Experience
Exchange 2024
Advisor
From
ETF Trends
Countdown to Exchange: Re-Envision Wealth’s Anna N’Jie-Konte
February 06, 2024
Tags
featured
expert insights
advisor advice
From
ETF Trends
READ: Road to Exchange: Marguerita Cheng
February 06, 2024
Tags
Marguerita Cheng
Exchange Channel
Expert Insights
From
ETF Trends
Countdown to Exchange: GMO’s Jeremy Grantham
February 02, 2024
Tickers
GMO
QLTY
Tags
featured
24 Exchange
GMO
From
ETF Trends
READ: Road to Exchange With Frazer Rice
February 02, 2024
Tags
Expert Insights
Road to Exchange
Exchange: An ETF Experience
From
ETF Trends
Exchange: How to Build Portfolios Using ETFs
February 01, 2024
Tickers
ROE
TACK
Tags
TACK
exchange an etf experience
Astoria
From
ETF Trends
WATCH: Road to Exchange With Frazer Rice
January 31, 2024
Tags
Jon Fee
Next Capital
Video
From
ETF Trends
ETF Playoffs: Final 4 Have Been Chosen!
January 31, 2024
Tags
active fixed income
exchange an etf experience
Spot Bitcoin ETFs
From
ETF Trends
The ETF Playoffs
January 29, 2024
Tags
24 Exchange
Exchange: An ETF Experience
Exchange 2024
From
ETF Trends
Exchange: Reuniting the ETF Community
January 29, 2024
Tickers
CGDV
DFAC
FTRB
GBTC
Tags
Grayscale
Exchange 2024
TCAF
From
ETF Trends
Exchange Rings the Bell at Nasdaq
January 24, 2024
Tickers
TACK
Tags
Exchange: An ETF Experience
NASDAQ
todd rosenbluth
From
ETF Trends
4 Reasons Seeing the Big Game at Exchange Is the Best Play
January 18, 2024
Tags
Featured
Exchange 2024
exchange an etf experience
From
ETF Trends
4 Key Steps of Conference Attendance
January 10, 2024
Tags
Exchange: An ETF Experience
Exchange 2024
exchange an etf experience
From
ETF Trends
On the Fence About Exchange? Here’s What to Expect
January 08, 2024
Tags
expert insights
Exchange: An ETF Experience
featured
From
ETF Trends
Don’t Miss the Financial Services Event of the Year
January 03, 2024
Tags
exchange an etf experience
Exchange 2024
Exchange: An ETF Experience
From
ETF Trends
READ: Road to Exchange: Exchange Traded Concepts
December 26, 2023
Tags
Featured
Exchange 2024
Garret Stevens
From
ETF Trends
WATCH: Road to Exchange: Exchange Traded Concepts
December 22, 2023
Tags
Featured
Exchange 2024
Garrett Stevens
From
ETF Trends
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.