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 Optimize Advisors
Recent news which mentions Optimize Advisors
< Previous
1
2
3
4
5
6
7
Next >
Options Trader Sees Lucid Group Trading Higher Through November Expiration
November 14, 2023
Tickers
LCID
Tags
Benzinga
Optimize Advisors
CNBC’s Options Action
From
Benzinga
Oracle Attracts Bearish Options Bets After Mixed Quarterly Results
September 13, 2023
Tickers
ORCL
Tags
Mike Khouw
ORCL
Trading Ideas
From
Benzinga
High Petrobras Options Volume Indicates Potential Downturn For Stock Despite Analyst Upgrade
June 23, 2023
Tickers
PBR
Tags
PBR
Optimize Advisors
Benzinga
From
Benzinga
Netflix Options Traders Betting On Stock Moving Lower Amid Password-Sharing Crackdown
May 24, 2023
Tickers
NFLX
Tags
Markets
CNBC
Media
From
Benzinga
Zions Bancorporation Options Traders Bet On Stock Dipping This Much By May Expiration
May 05, 2023
Tickers
PACW
ZION
Tags
PACW
Trading Ideas
Options Action
From
Benzinga
Apple's Q2 Earnings Release Looms: Options Market Shows Bullish Trend Outweighing Bearish
May 04, 2023
Tickers
AAPL
Tags
CNBC
Media
Long Ideas
From
Benzinga
PacWest Bancorp Joins Regional Bank Selloff, Options Traders See Further Downside In Store
May 03, 2023
Tickers
PACW
Tags
Short Ideas
Market News
Michael Khouw
From
Benzinga
Starbucks, AMD Could Make Big Moves Ahead Of Earnings
May 02, 2023
Tickers
AMD
SBUX
Tags
Markets
CNBC
Earnings
From
Benzinga
Meta Options Traders Betting On Stock Continuing To Move Higher
April 28, 2023
Tickers
META
Tags
CNBC
Earnings
Markets
From
Benzinga
Meta Options Traders Bet On Stock Recovering Some Losses By Friday
April 26, 2023
Tickers
EBAY
META
ROKU
URI
Tags
URI
Top Stories
Benzinga
From
Benzinga
McDonald's Options Traders Betting On Stock Falling By Friday
April 25, 2023
Tickers
CG
MCD
Tags
Earnings
Media
CNBC
From
Benzinga
Options Trader Anticipates Tesla Stock Downturn Following Q1 Earnings Release
April 19, 2023
Tickers
TSLA
Tags
Trading Ideas
Market News
News
From
Benzinga
Bullish Bets On Netflix: Options Traders Anticipate A Significant Stock Surge By Week's End
April 18, 2023
Tickers
NFLX
Tags
Earnings
Media
CNBC
From
Benzinga
Optimistic Options Traders Foresee Significant Gains For iShares MSCI Brazil ETF By September Expiration
April 14, 2023
Tickers
EWZ
META
Tags
Markets
Media
CNBC
From
Benzinga
Bullish Coinbase Options Traders Predict Ongoing Stock Rally This Week
April 12, 2023
Tickers
COIN
Tags
Optimize Advisors
Benzinga
$BTC
From
Benzinga
Riding The Micron Wave: Bullish Options Traders Stake Their Claims On Stock's Ascent
April 11, 2023
Tickers
MU
SSNLF
Tags
Benzinga
Optimize Advisors
Markets
From
Benzinga
Cleveland-Cliffs Options Traders Place High-Stakes Bets: Anticipate Price Surge By May Expiration
April 10, 2023
Tickers
CLF
Tags
Markets
Media
CNBC
From
Benzinga
Options Traders See iShares China Large-Cap ETF Gaining This Much Within A Few Months
April 05, 2023
Tickers
BABA
FXI
Tags
News
Options
Options Action
From
Benzinga
UnitedHealth Options Traders Betting On Stock Jumping This Much By April Expiration
April 04, 2023
Tickers
UNH
Tags
Mike Khouw
Trading Ideas
Options Action
From
Benzinga
Regeneron Pharmaceuticals Options Traders Betting On Stock Falling This Much By April Expiration
March 24, 2023
Tickers
REGN
SNY
Tags
Optimize Advisors
Benzinga
REGN
From
Benzinga
NVIDIA Being Supercharged By AI Future And Options Traders Betting On Stock Heading Higher
March 22, 2023
Tickers
ADBE
NVDA
TECH
Tags
NVDA
ADBE
Benzinga
From
Benzinga
First Republic Bank Options Traders Betting On Stock Continuing To Plunge
March 21, 2023
Tickers
FRC
JPM
Tags
Mike Khouw
Trading Ideas
Options
From
Benzinga
Visa Stock Will Fall This Much By Month End, Mastercard Puts Crypto Plans On Pause
March 17, 2023
Tickers
MA
V
Tags
Mike Khouw
Options
News
From
Benzinga
First Republic Bank Options Traders Anticipating A Big Drop For Stock By Friday
March 15, 2023
Tickers
FRC
PACW
WAL
Tags
Mike Khouw
Small Cap
Trading Ideas
From
Benzinga
SPDR Gold Options Traders Betting On Stock Surging This Much By May Expiration
March 14, 2023
Tickers
GLD
Tags
Benzinga
Optimize Advisors
Expert Ideas
From
Benzinga
GE Options Traders Bet On Stock Jumping This Much By April Expiration
March 10, 2023
Tickers
GE
Tags
Trading Ideas
Market News
Options Action
From
Benzinga
Delta Air Lines Options Traders Betting Stock Will Continue Flying Higher
March 08, 2023
Tickers
DAL
Tags
Markets
DAL
Media
From
Benzinga
Snap Options Traders Betting On Stock Giving Back Gains After Rising Sharply Monday
March 07, 2023
Tickers
SNAP
Tags
Options
News
Options Action
From
Benzinga
Salesforce Options Traders Betting On Stock Jumping This Much By May Expiration
March 03, 2023
Tickers
CRM
Tags
Trading Ideas
CRM
Options Action
From
Benzinga
Options Trader Makes Big Bet On Goldman Sachs With This Expectation For Stock Through June
March 01, 2023
Tickers
GS
Tags
Market News
Options
News
From
Benzinga
< Previous
1
2
3
4
5
6
7
Next >
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.