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home
about us
Investment Approach
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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
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
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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This Country Highlights the Potency of the Crypto Youth Movement
March 14, 2022
Tickers
GDLC
Tags
crypto channel
Grayscale
Grayscale/c
From
ETF Trends
White House Crypto Order Could Benefit Bitcoin, Says Expert
March 10, 2022
Tickers
BITCOMP
GBTC
USD-BITSTAMP
Tags
Grayscale/c
gbtc
crypto channel
From
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Fraud Highlights Importance of Bitcoin Fund Structure
March 01, 2022
Tickers
BITCOMP
GBTC
USD-BITSTAMP
Tags
Grayscale/c
gbtc
Grayscale
From
ETF Trends
What GBTC’s Potential Conversion Could Mean for SATO and BLKC
February 25, 2022
Tickers
BLKC
GBTC
SATO
Tags
sato
Grayscale
blkc
From
ETF Trends
Ukraine Underscores Bitcoin Usage Case
February 25, 2022
Tickers
BITCOMP
GBTC
USD-BITSTAMP
Tags
crypto channel
Grayscale
gbtc
From
ETF Trends
Grayscale Pushes Investors to Advocate for a Spot Bitcoin ETF
February 22, 2022
Tickers
BITCOMP
GBTC
USD-BITSTAMP
Tags
bitcoin
crypto channel
Grayscale
From
ETF Trends
Morningstar: Active ETFs See Surge in Flows, AUM
February 18, 2022
Tickers
ARKK
GBTC
JEPI
JPST
Tags
spdr
ARK Investment Management
Grayscale
From
ETF Trends
Coinbase Supports GBTC ETF Conversion
February 17, 2022
Tickers
GBTC
Tags
Grayscale/c
crypto channel
Grayscale
From
ETF Trends
Considering Equities as Avenues to Crypto
February 16, 2022
Tickers
GFOF
Tags
GFOF
Grayscale/c
crypto channel
From
ETF Trends
ETF Prime: Tom Hendrickson on Advisor Crypto Attitudes
February 16, 2022
Tickers
GBTC
GFOF
PPI
Tags
ETF Prime
Bitwise Asset Management
crypto
From
ETF Trends
Coinbase Endorses Spot Bitcoin ETF Idea
February 15, 2022
Tickers
BITCOMP
GBTC
GFOF
USD-BITSTAMP
Tags
bitcoin
GFOF
crypto channel
From
ETF Trends
Block Rebound Could Lift Future of Finance ETF
February 14, 2022
Tickers
GFOF
Tags
GFOF
Grayscale
crypto channel
From
ETF Trends
Future of Finance ETF Arrives at Opportune Time
February 08, 2022
Tickers
GFOF
Tags
Grayscale/c
Grayscale
crypto channel
From
ETF Trends
SEC Delays Decision On Grayscale's Bitcoin Spot ETF, Requests Public Comments About Proposal
February 05, 2022
Tickers
BITCOMP
BTC
ETF
SEC
Tags
bitcoin
Earnings
Benzinga
From
Benzinga
Bitcoin Still King: Investors Should Separate It From Other Digital Assets
February 04, 2022
Tickers
BITCOMP
GBTC
USD-BITSTAMP
USD-COINBASE
Tags
crypto channel
Grayscale
gbtc
From
ETF Trends
Grayscale Launches First ETF Focused on Future of Finance
February 02, 2022
Tickers
GFOF
Tags
nyse
Grayscale
crypto investing
From
ETF Trends
Grayscale Evaluating New Crypto Coins, Adds to Defi Lineup
January 28, 2022
Tags
Grayscale/c
crypto channel
Grayscale
From
ETF Trends
How to Invest in the Visa of the Digital Economy
January 25, 2022
Tickers
SOL
Tags
Grayscale
cryptocurrencies
solana
From
ETF Trends
Grayscale and Bloomberg Launch the Future of Finance Index
January 19, 2022
Tags
Bloomberg
bgfof
launch
From
ETF Trends
Crypto Stocks Could Make Fintech ETF Fabulous Again
January 14, 2022
Tickers
ARKF
GBTC
Tags
ARK Investment Management
ARKF
gbtc
From
ETF Trends
Bitcoin Came Into Its Own in 2021
January 12, 2022
Tickers
BITCOMP
GBTC
USD-BITSTAMP
USD-COINBASE
Tags
Bitcoin ETF
bitcoin
Grayscale/c
From
ETF Trends
A Case for Crypto and Web3 Regulation
January 12, 2022
Tags
crypto/grayscale
Grayscale
crypto channel
From
ETF Trends
Crypto Brought in $9.3 Billion in 2021, Grayscale Remains Top Asset Manager
January 04, 2022
Tickers
ETCG
GBTC
Tags
Grayscale/c
gbtc
crypto channel
From
ETF Trends
Bitcoin to Break $100K, Bullish Crypto Trend to Continue in 2022
December 28, 2021
Tickers
BITCOMP
GBTC
USD-BITSTAMP
USD-COINBASE
Tags
gbtc
Grayscale
bitcoin
From
ETF Trends
If You Invested $1,000 In The Sandbox And Decentraland Coins On Jan. 1, 2021, Here's How Much You'd Have Now
December 22, 2021
Tickers
ADDYY
FB
META
NKE
Tags
$SAND
Education
Benzinga
From
Benzinga
Bitcoin May Not Be That Decentralized After All
December 21, 2021
Tickers
BITCOMP
GDLC
USD-BITSTAMP
USD-COINBASE
Tags
bitcoin adoption
Grayscale/c
crypto channel
From
ETF Trends
Bitcoin Holds Steady As EBC Raises Rates
December 16, 2021
Tickers
BITCOMP
GBTC
USD-BITSTAMP
USD-COINBASE
Tags
Grayscale/c
crypto channel
Featured
From
ETF Trends
The Case for Cryptocurrency: Six Executives Testify
December 09, 2021
Tickers
BLKC
GBTC
Tags
crypto regulation
Grayscale
Invesco
From
ETF Trends
New Crypto Economy ETF Could Take Flight in 2022
December 02, 2021
Tickers
GBTC
SATO
Tags
sato
Grayscale
gbtc
From
ETF Trends
Rising Crypto Use Bullish for New Blockchain ETF
December 01, 2021
Tickers
BLKC
BTC
Tags
BTC
blkc
Invesco
From
ETF Trends
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