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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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Articles published by Crown Electrokinetics Corp.
Crown Fiber Optics Announces $100 Million in Secured Multi-Year Fiber Contracts
November 10, 2025
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
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CRKN
Crown Announces Entry into Merger Agreement
June 09, 2025
From
Crown Electrokinetics Corp.
Via
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Crown Reports First Quarter 2025 Results
May 16, 2025
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Crown Reports Full Year 2024 Results
April 01, 2025
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Crown Electrokinetics Corp.
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GlobeNewswire
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Crown Announces Leadership Change
March 26, 2025
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
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Crown Provides Update on Nasdaq Delisting
March 19, 2025
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
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Crown CEO Issues Update Letter to Shareholders
March 12, 2025
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
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CRKN
Crown Receives Nasdaq Delisting Determination and Plans to Request Reconsideration
March 04, 2025
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
Crown Completes Slant Wells Construction at Twin Dolphin Club in Mexico
February 11, 2025
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
UPDATE - Crown’s Element 82 Secures Key Role in Pittsburgh Water’s Lead Pipe Replacement Initiative
January 29, 2025
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
Crown’s Element 82 Secures Key Role in Pittsburgh Water’s Lead Pipe Replacement Initiative
January 29, 2025
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
Crown Announces Effective Date of Reverse Stock Split
January 28, 2025
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
Crown Strengthens Leadership Team with Appointment of Andrew Mayer as President of Crown Construction
January 24, 2025
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
Crown Announces Exclusive Partnership with Electro Scan Inc. Advancing Lead Pipe Detection
January 17, 2025
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
Crown Strengthens Financial Foundation for Growth and Profitability in 2025
January 15, 2025
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
Crown Announces Results of Special Meeting of Stockholders
January 14, 2025
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
Crown Reminds Shareholders to Vote Ahead of Special Meeting on January 14th
January 13, 2025
From
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Via
GlobeNewswire
Tickers
CRKN
Crown CEO Issues Update Letter to Shareholders
December 26, 2024
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
Crown Completes Construction of First-of-Its-Kind Slant Well in Mexico
December 23, 2024
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
Crown’s Element 82 Secures Two New Lead Pipe Inspection Projects in New York
December 17, 2024
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
Crown Announces Plans to Build and Co-Own Reverse Osmosis Plant in Mexico to Desalinate Water Collected from Slant Wells
December 09, 2024
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
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CRKN
Crown Expands Fiber Optics Services Footprint With Leading Regional Internet Provider in Oregon
December 04, 2024
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
Crown Highlights Trump Administration Potential Impact on Its Water Solutions Division
November 20, 2024
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
Crown Reports Third Quarter 2024 Results
November 14, 2024
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
Crown to Participate in Electro Scan’s Lead Webinar on November 12th
November 06, 2024
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
Crown Announces Suspension of Equity Line of Credit
November 05, 2024
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
Crown to Report Third Quarter 2024 Results on November 14, 2024
October 31, 2024
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
Crown Provides Fourth Quarter and Full Year 2024 Revenue Guidance, Narrowing Gap to Profitability
September 30, 2024
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
Crown PE Pipelines Division Secures Two Contracts for Lead Pipe Remediation Totaling $33 Million
September 23, 2024
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
Crown Element 82 Division Secures $10M Contract
September 19, 2024
From
Crown Electrokinetics Corp.
Via
GlobeNewswire
Tickers
CRKN
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