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home
about us
Investment Approach
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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
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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EVENTS
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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 Hashdex AG
Hashdex Names Bruno Caratori as Global CEO, Marcelo Sampaio as Executive Chairman and Mick McLaughlin as U.S. CEO
March 05, 2026
From
Hashdex AG
Via
GlobeNewswire
Hashdex Nasdaq Crypto Index US ETF (Ticker: NCIQ) Expands, Bringing US Investors Access to Five Leading Crypto Assets Through One Diversified Product
September 25, 2025
From
Hashdex AG
Via
GlobeNewswire
Tickers
NCIQ
Hashdex Appoints Industry Veterans, Expanding U.S. Presence and Sales Efforts
September 10, 2025
From
Hashdex AG
Via
GlobeNewswire
Hashdex Announces Launch of Hashdex Nasdaq Crypto Index US ETF (Ticker: NCIQ), Offering US Investors Exposure to Bitcoin and Ether Through a Single Product
February 14, 2025
From
Hashdex AG
Via
GlobeNewswire
Hashdex Appoints Mick McLaughlin as U.S. Head of Distribution
December 10, 2024
From
Hashdex AG
Via
GlobeNewswire
Hashdex Releases 2025 Crypto Investment Outlook
December 03, 2024
From
Hashdex AG
Via
GlobeNewswire
Hashdex Nasdaq Crypto Index Europe ETP Surpasses $500 Million
November 18, 2024
From
Hashdex AG
Via
GlobeNewswire
Hashdex AG: Preliminary Announcement of the Publication of Financial Reports According to Articles 114, 115, 117 of the WpHG (the German Securities Act)
August 14, 2024
From
Hashdex AG
Via
GlobeNewswire
CORRECTION: Hashdex and Tidal Announce Approval of Listing Rule for U.S. Spot Bitcoin ETF
January 11, 2024
From
Hashdex AG
Via
GlobeNewswire
Hashdex and Tidal Announce Approval for Listing U.S. Spot Bitcoin ETF
January 10, 2024
From
Hashdex AG
Via
GlobeNewswire
Hashdex Releases 2024 Crypto Investment Outlook
December 04, 2023
From
Hashdex AG
Via
GlobeNewswire
Hashdex AG: Preliminary Announcement of the Publication of Financial Reports According to Articles 114, 115, 117 of the WpHG (the German Securities Act)
August 22, 2023
From
Hashdex AG
Via
GlobeNewswire
Hashdex Announces Addition of Brian Brooks to Board of Directors
July 20, 2023
From
Hashdex AG
Via
GlobeNewswire
Hashdex Launches Staking Program for Crypto Funds and ETFs in The Cayman Islands, Brazil and Chile
April 05, 2023
From
Hashdex AG
Via
GlobeNewswire
Hashdex Celebrates Six-Month Anniversary of World’s First Bitcoin Futures ETF Registered Solely Under ‘33 Act by Ringing NYSE Opening Bell
March 16, 2023
From
Hashdex AG
Via
GlobeNewswire
Hashdex Releases 2023 Crypto Investment Outlook
December 13, 2022
From
Hashdex AG
Via
GlobeNewswire
Hashdex AG: Release of the Home Member State according to Article 5 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
December 07, 2022
From
Hashdex AG
Via
GlobeNewswire
Hashdex and Vinter Launch First-of-its-kind Crypto ETP
November 07, 2022
From
Hashdex AG
Via
GlobeNewswire
Hashdex Expands The Nasdaq Advisor Academy: Digital Assets to Global Financial Advisors
October 25, 2022
From
Hashdex AG
Via
GlobeNewswire
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