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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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Exchange Bank
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Exchange Bank Declares Fourth Quarter Cash Dividend
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October 21, 2025
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September 30, 2025
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September 03, 2025
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Exchange Bank Declares Third Quarter Cash Dividend
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Exchange Bank Announces the Appointment of Santiago Ramirez as Vice President, Branch Manager III of the Windsor Branch
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Exchange Bank Welcomes Angelica Nuñez as Vice President, Commercial Relationship Manager
August 19, 2025
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Exchange Bank Promotes Stacy McKee to Vice President & Controller
August 12, 2025
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Exchange Bank Promotes Jamie Hidalgo to Senior Vice President, Risk Management
August 05, 2025
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Exchange Bank Announces Second Quarter 2025 Earnings
July 29, 2025
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Via
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Exchange Bank Promotes Lisa Ganame to Treasurer
June 17, 2025
From
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Exchange Bank Promotes Ali Spitzer to Senior Vice President and Chief Credit Officer
May 28, 2025
From
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Via
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Exchange Bank Declares Second Quarter Cash Dividend
May 22, 2025
From
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Via
Business Wire
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Jim Curry, Appointed Vice President, Branch Manager of Exchange Bank’s Healdsburg Branch
May 13, 2025
From
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Via
Business Wire
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OTC
CORRECTING and REPLACING Exchange Bank Announces First Quarter 2025 Earnings
April 30, 2025
From
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Via
Business Wire
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Exchange Bank Partners with FHLBank San Francisco to Award Dry Creek Rancheria Band of Pomo Indians $800,000 Grant
April 09, 2025
From
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Via
Business Wire
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OTC
Exchange Bank Announces Jessica Dominguez, Branch Manager
April 02, 2025
From
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Via
Business Wire
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OTC
Exchange Bank Announces Ivette Celedon, Vice President, Branch Manager
March 26, 2025
From
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Via
Business Wire
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OTC
Exchange Bank Announces Barry Friedman as New Board Member
March 18, 2025
From
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Via
Business Wire
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OTC
Exchange Bank Appoints Bahar Ozgur as Vice President and Commercial Relationship Manager
March 11, 2025
From
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Via
Business Wire
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OTC
Exchange Bank Appoints Holly Hawkins as Senior Vice President, Chief Human Resources Officer
March 06, 2025
From
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Via
Business Wire
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OTC
Exchange Bank Declares First Quarter Cash Dividend
February 27, 2025
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Via
Business Wire
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EXSR
OTC
Exchange Bank Appoints Suzanne Knowlton as Vice President, Director of Marketing & Community Relations
February 03, 2025
From
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Via
Business Wire
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Exchange Bank Announces Fourth Quarter and Year Ending 2024 Earnings
January 30, 2025
From
Exchange Bank
Via
Business Wire
Tickers
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OTC
Exchange Bank Declares Fourth Quarter Cash Dividend
November 25, 2024
From
Exchange Bank
Via
Business Wire
Tickers
EXSR
OTC
Exchange Bank Announces Third Quarter 2024 Earnings
October 29, 2024
From
Exchange Bank
Via
Business Wire
Tickers
EXSR
OTC
Exchange Bank Declares Third Quarter Cash Dividend
August 21, 2024
From
Exchange Bank
Via
Business Wire
Tickers
EXSR
OTC
Exchange Bank Announces Second Quarter 2024 Earnings
July 25, 2024
From
Exchange Bank
Via
Business Wire
Tickers
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OTC
Exchange Bank Declares Second Quarter Cash Dividend
May 22, 2024
From
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Via
Business Wire
Tickers
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OTC
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