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home
about us
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Firm ADV PDFs
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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
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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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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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EVENTS
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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
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Latest News about Uncle Sharkii
Recent news which mentions Uncle Sharkii
Uncle Sharkii Taps Square to Power Tech-Driven Franchise Growth Across 23 Locations and Counting
July 23, 2025
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Uncle Sharkii Poke Bar Franchisees Honored with Multi-Unit Mastery Award
June 16, 2025
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Uncle Sharkii Poke Bar Rolls Out Spicy Chicken Rice Bowl and Chicken Teriyaki Rice Bowl with LEE KUM KEE Teriyaki Glaze
April 23, 2025
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National Poke and Boba Franchise Expands to Sierra Vista – Uncle Sharkii Poke Bar Brings its First Location to Arizona
April 16, 2025
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A Bold New Way to Boba: Uncle Sharkii Launches ‘Viral’ Sharkii Tea Float
February 20, 2025
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Austin Gets Hooked – Uncle Sharkii Poke Bar Drops Anchor with New Franchisees Bringing Poke Bowls and Boba Tea to Texas
February 12, 2025
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Lee Kum Kee and Uncle Sharkii Poke Bar Team Up for a Must-Try Teriyaki Chicken Poke Bowl
December 23, 2024
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Join Uncle Sharkii’s on Cyber Monday for Local Hawaii Shopping at the International Market Place in an Instagram LIVE Event!
November 20, 2024
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Lee Kum Kee Teriyaki Glaze Takes Center Stage on Menu at Uncle Sharkii Poke Bar Locations
August 13, 2024
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Monumental Milestone Announced for Uncle Sharkii as Long Term Franchisees Take Over International Market Place Store
July 16, 2024
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Uncle Sharkii Poke Bar Partners with DOLE SOFT SERVE to Launch Sharkii Tea Float Just in Time for Summer!
June 05, 2024
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Uncle Sharkii Poke Bar and Walmart Forge Partnership, Expanding Access to Affordable Poke Bowls
March 20, 2024
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Uncle Sharkii Poke Bar Swims Overseas for 41st Annual Japan International Franchise Expo
March 12, 2024
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Uncle Sharkii Poke Bar Joins Universal CityWalk Hollywood to Serve Up Hawaiian Poke, Opening March 16, 2024
March 07, 2024
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Uncle Sharkii Partners with WCFD for Fresh Franchise Sales Effort for 2024
January 18, 2024
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Uncle Sharkii Announces New Partnership with Walmart
December 14, 2023
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Uncle Sharkii, America’s Poke Shop, Inks Partnership with Walmart
August 21, 2023
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Uncle Sharkii Poke Bar – National Hawaiian Poke Franchise – Making Waves to its Newest Location at the Kahala Mall in Honolulu, Hawai’i
May 03, 2023
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Making Dreams Come True: Uncle Sharkii Poke Bar Announces New Franchise Owners for Concord, California
May 02, 2023
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Uncle Sharkii Poke Bar, a Hawaiian Fast-Food Poke Franchise, Announces a New Location will be Opening in Livermore, CA
March 31, 2023
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Uncle Sharkii Poke Bar Announces Powerful Partnership with Hawaiian Airlines
March 16, 2023
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Uncle Sharkii Poke Bar Celebrates One Year Anniversary at International Market Place in Waikiki
March 15, 2023
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SoCal Uncle Sharkii Poke Bar Celebrates Grand Opening at Del Amo Fashion Center
February 24, 2023
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Uncle Sharkii Poke Bar Announces Two New California Franchise Locations
September 20, 2022
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From
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Fen Reyes, CEO and Founder of Uncle Sharkii Poke Bar, Takes Hawaiian Poke Brand to New Heights
August 17, 2022
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From
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Uncle Sharkii Poke Bar Makes a Splash in Arizona with Multi-Unit Franchise Deal
July 05, 2022
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From
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QSR Concept, Uncle Sharkii Poke Bar Announces Second Store Coming Soon to Utah
June 23, 2022
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Houston Gains First-of-its-Kind Uncle Sharkii Poke Bar in Downtown Pennzoil Place
June 07, 2022
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From
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The Essence of Hawaiian Poke Spurred on by Local Hawaiian Entrepreneur in Uncle Sharkii Poke Bar
June 06, 2022
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Uncle Sharkii Poke Bar Swims Into 3 New Units in San Francisco
February 07, 2022
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