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about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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1 Top Cryptocurrency to Buy Before It Soars 14,623%, According to Michael Saylor
March 27, 2025
Tickers
BTC
MSTR
Tags
Market News
MSTR
Recent Press Releases
From
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Billionaires Buy a BlackRock ETF Wall Street Experts Say May Soar Up to 55,900%
March 27, 2025
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From
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10 Information Technology Stocks With Whale Alerts In Today's Session
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AMD
ARM
AVGO
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WK
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From
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Strategy Could Hold Up To 1 Million Bitcoin By 2033: Bernstein
March 26, 2025
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BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
bitcoin
Stories That Matter
Bernstein
From
Benzinga
GameStop Cash Pile Expands 3.4% In Q4 Amid Bitcoin Buying Report: Analyst Says Stock Could Drop If Valued As A BTC Treasury Like Michael Saylor's MSTR
March 26, 2025
Tickers
BITCOMP
GME
MSTR
NEWS
Tags
bitcoin
Analyst Color
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From
Benzinga
Stock-Split Watch: Is Strategy Next?
March 26, 2025
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BTC
MSTR
Tags
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Market News
MSTR
From
Motley Fool
Jim Cramer Applauds GameStop For Acting On His 'Bitcoin Ploy,' CEO Ryan Cohen Can't Help But React
March 26, 2025
Tickers
BITCOMP
GME
MSTR
NEWS
Tags
Markets
Jim Cramer
GME
From
Benzinga
Investing in Bitcoin: Buying Strategy Stock vs. Buying Bitcoin Directly
March 25, 2025
Tickers
BITCOMP
BTC
MSTR
USD-BITSTAMP
Tags
Market News
Recent Press Releases
MSTR
From
Motley Fool
Michael Saylor's Unusual Bitcoin Plan For The Afterlife: 'Making Everyone Richer And More Powerful'
March 25, 2025
Tickers
BITCOMP
MSTR
USD-BITSTAMP
Tags
Michael Saylor
bitcoin
Benzinga
From
Benzinga
Peter Schiff Says Bitcoin Demand Fueled By Michael Saylor, Speculators Betting On Strategic Reserve
March 25, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
Peter Schiff
MSTR
AI Generated
From
Benzinga
Strategy Aims For More Bitcoin With 'Strife' Stock: How Does It Work?
March 25, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
Benzinga
Michael Saylor
bitcoin
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
March 24, 2025
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JAMF
Tags
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From
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S&P 500 Rallies On Best Day In 2 Months As Recession Fears Ease, Tesla Rockets, Bitcoin Hits $88,000: What's Driving Markets Monday?
March 24, 2025
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Bitcoin Treasury Firm Strategy Breaks Half-Million BTC Mark After Major Purchase
March 24, 2025
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BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
Benzinga
Stories That Matter
Michael Saylor
From
Benzinga
Trump's Crypto Call, Peter Schiff's Bitcoin Warning, MSTR's Novel Strategy, And More: This Week In Crypto
March 23, 2025
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Tags
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Weekend Recap
benzinga neuro
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10 Information Technology Stocks With Whale Alerts In Today's Session
March 21, 2025
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Looking Into Strategy's Recent Short Interest
March 21, 2025
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Tags
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Strategy Expands Bitcoin War Chest With $722 Million Upsized Preferred Stock Offering
March 21, 2025
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BITCOMP
MS
MSTR
NEWS
Tags
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Michael Saylor
MS
From
Benzinga
1 Top Cryptocurrency to Buy Before It Soars 15,810%, According to Strategy's Michael Saylor
March 21, 2025
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MSTR
Tags
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10 Information Technology Stocks With Whale Alerts In Today's Session
March 20, 2025
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AMD
CRWD
INTC
MRVL
Tags
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SOUN
MSTR
From
Benzinga
Donald Trump Calls For Stablecoin Legislation, Lauds Bitcoin Reserve: 'Biden Got A Fraction Of Their Value'
March 20, 2025
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BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
Benzinga
Stories That Matter
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Here's How Much You Would Have Made Owning Strategy Stock In The Last 20 Years
March 20, 2025
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MSTR
NEWS
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Donald Trump Reportedly Making 'Big Announcement' For 'Next Steps In Crypto Policy' At Digital Asset Summit On Thursday
March 20, 2025
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MSTR
NEWS
Tags
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Better Artificial Intelligence Stock: Strategy vs. Palantir
March 20, 2025
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BTC
MSTR
PLTR
Tags
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MSTR
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Bitcoin Whale Strategy Along With Nike, Shopify, Boeing, Tesla: Why These 5 Stocks Are On Investors' Radars Today
March 19, 2025
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BA
BITCOMP
MSTR
NEWS
Tags
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MSTR
From
Benzinga
What's Going On With Strategy Stock Wednesday?
March 19, 2025
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10 Information Technology Stocks Whale Activity In Today's Session
March 19, 2025
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AAPL
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MU
Tags
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Benzinga
Prediction: 2 Stocks That Will Be Worth More Than Oracle 2 Years From Now
March 19, 2025
Tickers
BABA
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MSTR
ORCL
Tags
BTC
BABA
Recent Press Releases
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Michael Saylor's Bitcoin Bet Faces Peter Schiff's Wrath: Who's Right About Strategy?
March 18, 2025
Tickers
BITCOMP
MSTR
NEWS
QBTS
Tags
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Expert Ideas
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From
Benzinga
Strategy Announces $500 Million STRF Preferred Stock Offering To Boost Bitcoin Investments
March 18, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
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AI Generated
Market News
From
Benzinga
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