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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
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
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Client Information
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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
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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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Additional Information
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Back Dated Performance Reports
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
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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 Exchange Reports 35% Trading Volume Growth Following Listing of Over 80 New Spot Trading Pairs in July 2025
July 30, 2025
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BTCC Exchange Honored with Triple Recognitions from FXEmpire in Comprehensive 2025 Industry Analysis
July 23, 2025
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BTCC Exchange Reports 132% Total Reserve Ratio with Ethereum Leading at 170% in July 2025
July 16, 2025
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BTCC Exchange Strengthens Position in Tokenized Futures Trading with Diverse Asset Offerings and Enhanced Tools
July 10, 2025
From
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GlobeNewswire
BTCC Exchange Reports Remarkable Q2 2025 Performance with $957 Billion Trading Volume and Continued User-Centric Development
July 03, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Maintains 135% Total Reserve Ratio in June 2025 Proof-of-Reserves Report Amid Market Volatility
June 26, 2025
From
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BTCC Exchange Celebrates 14th Anniversary with Launch of First-Ever User Badge Program
June 18, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Releases May 2025 Proof of Reserves Report: User Assets Secured at 152% Total Reserve Ratio
June 11, 2025
From
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Via
GlobeNewswire
BTCC Exchange Enhances Demo Trading Feature with Self-Service Virtual Funding and Reward System to Support Crypto Beginners
June 05, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Launches Hot Coins Trading Week Campaign Series Ahead of 14th Anniversary Celebration
May 28, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Appoints Dan Liu as CEO Ahead of 14th Anniversary Milestone
May 21, 2025
From
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Via
GlobeNewswire
BTCC Exchange Celebrates Bitcoin Pizza Day with 52,000 USDT Campaign, Social Giveaway, and Monaco Beach Party
May 20, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Announces Proof of Reserves in April 2025, Demonstrating Powerful 161% Asset Backing for Security
May 13, 2025
From
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Via
GlobeNewswire
BTCC Exchange Brings Crypto's Elite Influencers Together For Exclusive TOKEN2049 Yacht Experience
May 08, 2025
From
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Via
GlobeNewswire
BTCC Exchange Scores Big on Day One of TOKEN2049 Dubai with Interactive Basketball Experience and Viral Mascot Nakamon
May 02, 2025
From
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Via
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BTCC Exchange Pioneers Bitcoin Donations at Successful Legends Golf Day Charity Event Hosted by Red Eagle Foundation
April 29, 2025
From
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Via
GlobeNewswire
BTCC Exchange and Red Eagle Foundation Raise £30,000 for Disadvantaged Children at Kent Construction Golf Cup Featuring Premier League Legend Matt Le Tissier
April 01, 2025
From
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Via
GlobeNewswire
BTCC Exchange Presents "Green Beers, Green Gains": A Festive St. Patrick’s Day Trading Campaign
March 12, 2025
From
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Via
GlobeNewswire
BTCC Exchange Unveils Spot Trading Fiesta to Celebrate Altcoin Season
January 27, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Hosts Three Engaging AMAs During OG Week Campaign to Explore Meme Coin Trends for 2025
January 08, 2025
From
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Via
GlobeNewswire
BTCC Exchange Thrives Alongside Bitcoin in 2024 with Record Growth and Achievements
December 30, 2024
From
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Via
GlobeNewswire
Celebrate the Holidays with BTCC Exchange’s Christmas & New Year Bash: 1,000,000 Gold Coins Up for Grabs
December 20, 2024
From
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Via
GlobeNewswire
BTCC Exchange Invites Users to Rediscover Crypto History with All-New BTCC OG Week Campaign
November 29, 2024
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Via
GlobeNewswire
BTCC Launches Thanksgiving Bull Run Feast: Over $1 Million in Rewards for Crypto Traders as Bitcoin Nears $100K
November 22, 2024
From
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Via
GlobeNewswire
BTCC Exchange Strengthens Community Engagement with New Reddit and Discord Campaigns Amid Growing Market Excitement
October 29, 2024
From
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Get Ready to Trade & Treat: BTCC Exchange Kicks Off Hauntingly Good Halloween Futures Trading Campaign
October 24, 2024
From
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GlobeNewswire
BTCC Exchange Kicks Off Global Ambassador Program Offering Exciting Incentives
September 23, 2024
From
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BTCC Exchange’s Summer Festival 2024 in Tokyo, Japan Concludes with Success
September 03, 2024
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Via
GlobeNewswire
BTCC Exchange Reaches 600K Copy Trading User Milestone with New Exciting Features
August 29, 2024
From
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Via
GlobeNewswire
BTCC Exchange’s First Tokyo Meetup to Fuel Japan’s Growing Crypto Community
August 19, 2024
From
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GlobeNewswire
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