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home
about us
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by BTCC Exchange
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BTCC TradFi Hits $200 Million Volume Since February Launch, Celebrates with Zero-Fee Campaign on Gold and Silver
March 05, 2026
From
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Via
GlobeNewswire
BTCC Earn Tops 50 Million USDT in Total Subscriptions as BTCC Reports 132% Reserves for February 2026
February 26, 2026
From
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Via
GlobeNewswire
BTCC Exchange Unveils TradFi Platform for Global Traditional Market Trading
February 17, 2026
From
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Via
GlobeNewswire
BTCC Exchange Launches BTCC Earn with Flexible 20% APY and Exclusive New User Offer
February 11, 2026
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Reports 136% Proof of Reserves for January 2026 Amid Market Volatility
February 05, 2026
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Announces New Spot Listings: XDC, ZSWAP, VEREM, VTCN, and ZIOW
January 23, 2026
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Reports Record 2025 Performance Ahead of 15th Anniversary With Strategic Push Into AI and RWA Markets
January 22, 2026
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Lists Shih Tzu (SHIH), Center Coin (CENT), and Smart MFG (MFG) for Spot Trading
January 15, 2026
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Unveils 2026 New Year Trading Festival with Landmark $10 Million Prize Pool
January 09, 2026
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Unveils December Updates Featuring New Jaren Jackson Jr. Content and Enhanced User Benefits
December 23, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Unwraps $2 Million Holiday Prize Pool with Luxury Rewards in Christmas Celebration Month Campaign
December 18, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Wins Best Centralized Exchange (Community Choice) at BeInCrypto 100 Awards 2025
December 14, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Lists SachiCoin (SACHI) for Spot Trading with Meme Contest
December 02, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Black Friday Campaign Generates $22.6 Billion in Futures Trading Volume Ahead of High-Stakes Lucky Draw
November 26, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Reports 146% Total Reserve Ratio in November 2025, Reinforcing Industry-Leading Financial Transparency
November 19, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Supercharges Black Friday 2025 with 2 Million USDT in Rewards Plus Exclusive JJJ Signed Prizes
November 16, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC November 2025 Product Update: Exchange Introduces Futures Pro Copy Trading
November 07, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Announces Spooktacular Halloween Night of Fortune Campaign with Bitcoin, Gold Bars, and iPhone 17 Pro Max Prizes
October 24, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange and Chelsea Legend John Terry Support Successful Red Eagle Foundation Charity Golf Day
October 15, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Achieves Major 10M User Milestone with $1.15 Trillion Q3 Trading Volume as Platform Accelerates Global Growth
October 09, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Connects Crypto's Elite at Exclusive Poolside Sync Party Following TOKEN2049 Singapore
October 08, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Crosses 10 Million Users: Head of Operations Alex Hung on Building for the Long Term
October 02, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Announces Triple Global Workforce Expansion at TOKEN2049 Singapore to Power Web3 Evolution
October 01, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Partners with NBA All-Star Jaren Jackson Jr. to Inspire Smarter Moves in Sports and Crypto
September 24, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Maintains Robust 143% Reserve Ratio in September 2025 PoR Report Demonstrating Continued Financial Strength
September 17, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Supports Successful Red Eagle Foundation Golf Day with Everton Manager David Moyes
September 10, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Sponsors Red Eagle Foundation’s Legend Golf Day Featuring Everton Manager David Moyes
August 26, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Reports 141% Total Reserve Ratio in August 2025 and Launches Trading Competition Featuring Jaren Jackson Jr. Signed Merch
August 21, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Enters the Sports Sponsorship Court with NBA Superstar and Lifestyle Icon Jaren Jackson Jr.
August 13, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Sets Sail for Exclusive Tokyo Summer Festival 2025 Aboard Traditional Yakatabune
August 06, 2025
From
BTCC Exchange
Via
GlobeNewswire
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