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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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Latest News about The Parent Company
Recent news which mentions The Parent Company
Jay-Z's Cannabis Brand Goes Up In Smoke: The Rise And Fall Of Monogram From $50 Joints To Massive Losses
December 03, 2024
Tickers
GRAM
NEWS
Tags
Monogram
Warren Buffet
jay/z
From
Benzinga
The Parent Company, California's Largest Omnichannel Platform, Was A Sponsor For Benzinga's Cannabis Capital Conference
October 12, 2023
Tags
Cannabis
Benzinga
Market News
From
Benzinga
Why West Hollywood Calls Itself The 'Epicenter' of SoCal Cannabis Culture
April 26, 2023
Tickers
GRAMF
Tags
Cannabis in California
News
Markets
From
Benzinga
EXCLUSIVE: High Quality & Budget-Friendly: The Parent Company Launches All-New Cruisers Brand
March 22, 2023
Tickers
CCC
GRAMF
Tags
cruisers
Market News
Exclusives
From
Benzinga
Harassment Lawsuit Puts Jay-Z's Cannabis Brand In The Eye Of The Storm
March 10, 2023
Tickers
GRAMF
Tags
TPCO Holding Corp/
Legal
Cathi Clay
From
Benzinga
The Parent Company Restructures Partnership With Jay-Z's Companies For Expected Top-Line Cost Savings Of $33.5M
January 06, 2023
Tickers
GRAMF
Tags
Cannabis
Benzinga
Market News
From
Benzinga
The Parent Company Announces Expansion Into California With Its 13th Location In Concord
September 22, 2022
Tickers
GRAMF
Tags
Interview
Penny Stocks
Benzinga Cannabis Capital Conference
From
Benzinga
Who Are The Most Impactful Cannabis Executives Of 2022? Top Award Show Will Determine Who's #1
August 16, 2022
Tickers
CGC
CRLBF
CURLF
GRAMF
Tags
MAPS
Markets
Cresco Labs
From
Benzinga
Cannabis Companies Nabis And The Parent Company Forge Exclusive Distribution Partnership
July 12, 2022
Tags
Troy Datcher
Nabis
News
From
Benzinga
Lockup Period For 35% Of The Parent Company Shares Extended Until 2023 By Company Insiders
January 28, 2022
Tickers
GRAMF
Tags
Benzinga
Cannabis
Troy Datcher
From
Benzinga
Jay-Z-Backed The Parent Co. Debuts DELI Dimes in Three Affordable Flavors Containing 10mg Of THC Each
October 25, 2021
Tickers
GRAMF
THC
Tags
The Parent Company
Market News
Benzinga
From
Benzinga
Breaking: Jay-Z-Backed The Parent Co. Appoints First Black CEO In Major Public Cannabis Company, Troy Datcher
August 16, 2021
Tickers
CLX
GRAMF
Tags
Troy Datcher
jay/z
Penny Stocks
From
Benzinga
The Parent Company Extends Retail Footprint With New Cannabis Dispensary In California's Central Valley
August 13, 2021
Tags
News
General
Markets
From
Benzinga
The Parent Company Boosts California Retail Footprint With Acquisition Of Dispensary In Ceres
August 03, 2021
Tickers
AAPL
GRAMF
Tags
News
AAPL
dispensary
From
Benzinga
Glass House Cannabis Co: Q1 Revenue Spikes 136% YoY, Positive Adjusted EBITDA On Heels Of Closing Deal With Mercer Park
July 12, 2021
Tickers
GRAMF
MRCQF
Tags
GRAMF
firs quarter earnings
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From
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