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home
about us
Investment Approach
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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
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Back Dated Performance Reports
Quarterly Performance Reports
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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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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
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June 11, 2026
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NUBURU Expands Defense & Security Platform Momentum with Tier-One Critical Infrastructure Customer, Highlighting Approximately $1.1 Million of Orbit Order Value and Commercial Visibility
June 01, 2026
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NUBURU Signs Tekne SPA and Initiates Golden Power Filing Process for Majority Acquisition
May 27, 2026
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NUBURU Reports First Quarter 2026 Results, Highlighting Initial Revenue Generation and Return to Positive Stockholders’ Equity
May 21, 2026
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NUBURU Expects to Report Positive Stockholders’ Equity and Provides NYSE American Listing Compliance Update
May 14, 2026
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BURU
NUBURU Accelerates Defense & Security Platform Strategy, Advancing Tekne Golden Power Pathway and Expanding Directed-Energy Laser Roadmap
May 08, 2026
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NUBURU Accelerates Maddox Defense JV with Funded Prototype Build Phase, Targeting Near-Term U.S. Government Demonstration and Entry Into $20B+ Counter-Drone Market
April 09, 2026
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NUBURU Provides Corporate Update Highlighting Initial Revenue Traction and ~$6M+ Combined Pipeline Across Software and Directed-Energy Verticals
April 08, 2026
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NUBURU Wins Counter-Drone Directed-Energy Order from Tier-One Government Defense Electronics Organization, Entering Asia-Pacific Defense Market and $20B Global Opportunity
March 31, 2026
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NUBURU Activates U.S. Defense Manufacturing Infrastructure, Initiates Phase I Execution with Maddox Defense
March 25, 2026
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NUBURU Re-Activates 70% Acquisition of Tekne, Advancing Global Defense & Security Platform Targeting €100M+ Revenue
March 20, 2026
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NUBURU and Tekne Begin Production of GRAELION Platform for Ukraine, Launching Phase 1 Revenue
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NUBURU Issues Letter to its Shareholders
March 16, 2026
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NUBURU Enters the $20B Global Counter-Drone Defense Market as Lyocon Completes Proof-of-Concept for Portable Directed-Energy Laser Platform
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March 04, 2026
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NUBURU and Maddox Defense Establish Transatlantic Defense Manufacturing Joint Venture
March 02, 2026
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Nuburu Inc. Announces Closing of $12 Million Public Offering and Trading on NYSE American to Resume Following Required Reverse Stock Split
February 17, 2026
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NUBURU Activates Q1 2026 Production Ramp for 40 High-Power Blue Laser Systems, Marking Scalable Industrial Execution Under Defense Platform Strategy
February 13, 2026
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NUBURU Prices ~$12M Public Offering to Accelerate Execution of Defense & Security Transformation Plan
February 12, 2026
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NUBURU Establishes Strategic Equity Position in Heckler & Koch AG, Advancing Integrated Defense Platform Strategy
February 11, 2026
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NUBURU, Inc. Completes First Tranche of Preferred Equity Restructuring, Eliminating Approximately $8.4 Million of Series A Preferred Liabilities
February 10, 2026
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