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home
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
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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
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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 OUSM
Recent news which mentions OUSM
< Previous
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Quality Small-Cap ETF OUSM on Tech Chart Streak
January 12, 2024
Tickers
ALPS
OUSM
Tags
ALPS
quality small cap ETF
small cap dividends
From
ETF Trends
Kick Off 2024 With Attractive Small Cap Discount
January 02, 2024
Tickers
OUSM
Tags
small/caps
small cap stocks
OUSM
From
ETF Trends
Bull vs. Bear: Should Portfolios Include Small-Caps in 2024?
December 13, 2023
Tickers
IWM
JEPI
KCCA
NEOS
Tags
SPY
SPSM
ETF Building Blocks Channel
From
ETF Trends
Quality Small-Cap ETF OUSM Hits $400 Million
December 12, 2023
Tickers
OUSM
Tags
OUSM
quality small cap ETF
small/caps
From
ETF Trends
Small Caps Continue Rally, Lifting OUSM
December 12, 2023
Tickers
IWM
OUSM
Tags
SS&C ALPS Advisors
ETF Building Blocks Channel
IWM
From
ETF Trends
Small Caps to Benefit From Rate Cuts? Eye OUSM
November 27, 2023
Tickers
ALPS
OUSM
Tags
ALPS
SS&C
ETF Building Blocks Channel
From
ETF Trends
As Small-Cap ETFs Rally, Check Out OUSM
November 20, 2023
Tickers
IWM
OUSM
Tags
IWM
OUSM
iShares
From
ETF Trends
Time for Small Caps? The Case in OUSM
November 03, 2023
Tickers
ALPS
OUSM
Tags
ETF Building Blocks Channel
ALPS
ALPs SS&C
From
ETF Trends
Big Value Available in Small-Cap Stocks
October 19, 2023
Tickers
ALPS
OUSM
Tags
OUSM
ETF Building Blocks Channel
ALPS
From
ETF Trends
Technical Upside Could Be in the Works for Small-Caps
October 16, 2023
Tickers
ALPS
OUSM
Tags
small/caps
OUSM
ALPS
From
ETF Trends
Is the Small-Cap Moment Coming? Eye OUSM
October 12, 2023
Tickers
ALPS
OUSM
Tags
ETF Building Blocks Channel
ALPS
recession
From
ETF Trends
Quality Dividend ETF OUSM Nearing RSI Signal
September 28, 2023
Tickers
ALPS
OUSM
WSM
Tags
OUSM
WSM
ETF Building Blocks Channel
From
ETF Trends
ETF of the Week: ALPS O’Shares US Small-Cap Quality Dividend ETF (OUSM)
September 21, 2023
Tickers
ALPS
OUSM
Tags
OUSM
etf of the week
chuck jaffe
From
ETF Trends
The Case for Mid and Small-Cap Stocks Right Now
September 21, 2023
Tickers
OUSM
SMOT
Tags
equity ETF channel
OUSM
VanEck
From
ETF Trends
Getting to Know Three Key Stocks in OUSM
September 11, 2023
Tickers
EHC
GGG
MTN
OUSM
Tags
EHC
MTN
small/caps
From
ETF Trends
Avoid Concentration Risk With Quality Dividend ETF OUSM
September 07, 2023
Tickers
AAPL
ALPS
LLY
NVDA
Tags
OUSM
concentration risk
dividends
From
ETF Trends
SS&C ALPS Advisors Launches Active Large-Cap ETF
August 23, 2023
Tickers
ALPS
LGRO
OUSM
SDOG
Tags
Level Four
active large/cap ETF
Active ETF
From
ETF Trends
Avoid the “September Effect” in Quality ETF OUSM
August 22, 2023
Tickers
ALPS
OUSM
Tags
quality dividend ETF
ALPS
September Effect
From
ETF Trends
Q&A With SS&C ALPS Advisors Chief ETF Strategist Paul Baiocchi
August 15, 2023
Tickers
OUSM
Tags
ETF Building Blocks Channel
equities
OUSM
From
ETF Trends
Inflation Cools, Eye Small-Cap Dividend ETF OUSM
August 10, 2023
Tickers
OUSM
Tags
ETF Building Blocks Channel
higher for longer
dividends
From
ETF Trends
Get Historically Cheap Quality Small-Caps in OUSM
July 11, 2023
Tickers
ALPS
OUSM
SML
SPX
Tags
SML
ETF Building Blocks Channel
OUSM
From
ETF Trends
Small-Cap Dividends ETF OUSM Hits $300 Million
June 27, 2023
Tickers
OUSM
Tags
small cap dividends ETF
OUSM
small cap equities
From
ETF Trends
Look to OUSM for Long Term ETF Performance
June 21, 2023
Tickers
OUSM
SPY
Tags
etf building blocks
quality
Returns
From
ETF Trends
Why it’s risky for ETF investors to blindly chase the small-cap rally
June 08, 2023
Tickers
AVUV
BSVO
COMP
EWG
Tags
KRE
SPX
INCM
From
MarketWatch
2 Quality Small Caps to Watch in OUSM
May 30, 2023
Tickers
ALPS
OUSM
VBR
Tags
quality small caps
ALPS
ETF Building Blocks Channel
From
ETF Trends
How Quality Small-Cap Investing Navigates Volatility
May 18, 2023
Tickers
ALPS
OUSM
VBR
Tags
VBR
OUSM
Mid/Cap
From
ETF Trends
Bull vs. Bear: Will Small-Caps Shine in a Coming Recession?
April 18, 2023
Tickers
ALPS
AVUV
IWM
NIWM
Tags
AVUV
core strategies channel
ssga
From
ETF Trends
OUSM Outperforms Small-, Mid-Cap Competitors
March 21, 2023
Tickers
OUSM
VBR
Tags
OUSM
VBR
ETF Building Blocks Channel
From
ETF Trends
Tap Quality to Play Small-Cap Surge
January 25, 2023
Tickers
ALPS
OUSM
Tags
ETF Building Blocks Channel
ALPS
OUSM
From
ETF Trends
OUSM Offers Quality Small-Cap Exposure
December 08, 2022
Tickers
EQL
OUSM
SCHA
Tags
ETF Building Blocks Channel
SS&C ALPS Advisors
EQL
From
ETF Trends
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