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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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 Grom Social Enterprises
The All-New Grom Social Media App For Kids is Here
August 06, 2024
From
Grom Social Enterprises
Via
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Grom Social Congratulates its Original Ambassador, Caroline Marks, as She Takes the Gold Medal for Team USA in Women’s Surfing at 2024 Olympics
August 06, 2024
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Grom’s Top Draw Animation Secures Over $1 Million in New Assignments to Bring 2D Animation Content to Life
July 24, 2024
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Grom’s Top Draw Animation to Showcase Premium 2D Animation Production Servies for Global Industry Leaders at Annecy 2024
June 04, 2024
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Redesigned Grom Social App, Debuting This Summer, to Feature Custom Avatars Offering Kids Tips on Responsible Social Media Behavior Utilizing Grom Educational’s Digital Citizenship License (DCL) Course
May 22, 2024
From
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Top Draw Animation Secures New Assignments – Including Largest Single Contract Ever – as Grom Subsidiary Earns Over $2.9MM to Bring Animated Series’ to Life
May 07, 2024
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Grom Social Enterprises Working Towards Definitive Documents Phase of Acquisition of Texas-based Arctic7 Full Gaming Developer
April 30, 2024
From
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Former Technicolor Animation & Games Production VP Cyrus Mistry Named Chief Operating Officer for Grom’s Award-winning Manila-based Studio, Top Draw Animation
April 15, 2024
From
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Grom Social Enterprises, Inc. and Arctic7 Launch Synergy Council to Explore Cross-Division Gaming Production Opportunities
April 04, 2024
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Arctic7 Set To Be Acquired By Media, Technology & Entertainment Company Grom Social Enterprises, Inc
March 14, 2024
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Grom Social Enterprises Announces May Release of Newly Designed COPPA-Compliant Grom Social App Featuring Enhanced Safety Measures for Parents and New Interface Brimming with Fun Just for Kids!
March 12, 2024
From
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Grom Social Enterprises, Inc. to Further Expand Entertainment Offerings Through Gaming as it Enters Into Letter of Intent to Acquire Leading Gaming Company, Arctic7
March 07, 2024
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Grom Social Enterprises To Spotlight Curiosity Ink Media’s Catalog of Original IP and Top Draw Animation’s Award-Winning Animation Production Services During Kidscreen 2024
January 31, 2024
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Santa.com Wraps Up 2023 Christmas Season With Gains Across Several Key Visitor Metrics
January 29, 2024
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Olympic Surfer Caroline Marks to Ride Wave of Support From Grom Social as Premiere App for Kids Cheers its Original Ambassador on to the Paris 2024 Games!
January 11, 2024
From
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Grom Social Enterprises, Inc. Announces Closing of $4.0 Million Private Placement
December 21, 2023
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Curiosity Ink Media’s Santa.com Partners With Leading Holiday Consumer Products Brand, American Greetings
December 07, 2023
From
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CORRECTION - Grom Social Enterprises, Inc. Signs $8.0 Million Convertible Notes Financing Agreement
November 22, 2023
From
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Grom Social Enterprises, Inc. Signs $8.0 Million Convertible Notes Financing Agreement
November 22, 2023
From
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Curiosity Ink Media’s Santa.com Simplifies Prep for Holiday Festivities With Countdown Planning Calendar
November 09, 2023
From
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Curiosity Ink Media Expands Santa.com’s E-Commerce Offerings With Exclusive Products From Sweet Tooth Fairy and Denik
November 01, 2023
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Curiosity Ink Media and Dynamite Entertainment Spread Joy This Holiday Season With Four New, Family-Friendly Publishing Titles
October 30, 2023
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Grom Social Enterprises, Inc. Announces Strategic Alliance with the Joint Commission on Interdenominational Relations
October 25, 2023
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Curiosity Ink Media Lays Foundation for Fun: Announces Major Cats vs Pickles Licensing Deal With Well Played Toys
October 09, 2023
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Grom’s Award-winning Top Draw Animation Division Featured in CNN Philippines' Creative PH Special Examining Global Influence of Filipino Creative Industries
September 29, 2023
From
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Grom Social Enterprises, Inc. Announces Closing of $3.0 Million Public Offering
September 12, 2023
From
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Grom Social Enterprises, Inc. Announces Pricing of $3.0 Million Public Offering
September 08, 2023
From
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Grom Social Enterprises, Inc. Announces 1-for-20 Reverse Stock Split
September 06, 2023
From
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Grom’s Top Draw Animation Subsidiary Secures Over $1.2 MM in New Production Assignments
August 29, 2023
From
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Curiosity Ink Media Enhances Holiday-Focused E-Commerce Destination, SANTA.COM
August 21, 2023
From
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