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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
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
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Event Schedule
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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
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Articles published by OKX
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Flash News: OKX Wallet is Now Supporting SOL Staking
October 16, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Web Extension Now Supports Guacamole DeFi
October 15, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Web Extension Now Supports Wall
October 15, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Now supports USDT-Solana and USDC-Solana
October 14, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with Astaria, an On-chain NFT Lending Platform
October 13, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Web3 Team Sheds Light on the Future of Account Abstraction Technology with Polygon and Alchemy's Developer Teams in Recent AMA
October 13, 2023
From
OKX
Via
GlobeNewswire
Flash News: The UAE AI Office Publishes "Responsible Metaverse Self-Governance Framework" with OKX Contribution
October 13, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Ventures Discloses Investments in DeFi Projects Aark Digital, dappOS and 0xScope via September Report
October 13, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists Big Time (BIGTIME) for Perpetual and Enables Margin Trading and Simple Earn
October 12, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated With Aftermath Finance, a Decentralized Exchange
October 11, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with Project Twelve
October 11, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists Big Time's Token (BIGTIME) on its Spot Market
October 11, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Ventures Participates in REPUBLIK's US$6 Million Seed Funding Round
October 11, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX lists perpetual for RNDR and enables margin trading and Simple Earn
October 10, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Crypto Cricket Cup Offers Users Who Complete Polygon-Based Quests the Chance to Win USD200k+ in Rewards
October 10, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Nitro Spreads Surpasses 2 Billion USDT in Cumulative Trading Volume Since July 2023 Launch
October 09, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Supports Flashbots
October 09, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists Frontier Token (FRONT) Perpetual Swap, Enables Margin Trading and Savings for the Token
October 09, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now integrated with Tower Token
October 08, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX to adjust tick size of spots/margins and perpetual swaps
October 07, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists Verasity Token (VRA) Perpetual Swap, Enables Margin Trading and Savings for the Token
October 06, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Is Now Integrated With Morpho Protocol, a Lending Pool Optimizer
October 06, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Integrates with WalletConnect, a Web3 Communications Protocol
October 05, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX to List Wall Street Memes (WSM) Perpetual Swap
October 05, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with ACE Animals, a Web3 Gaming Ecosystem
October 05, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX to Host Proof of Reserves Themed Twitter AMA on October 5 at 08:00 (PST)
October 05, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Users Can Now Access Gravita, a Decentralized Borrowing Protocol on Ethereum
October 04, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Web Extension Now Supports WAWA NFT
October 04, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Announces Merch Giveaway for Social Community
October 04, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Announces Support for IOTA Network's Stardust Upgrade
October 04, 2023
From
OKX
Via
GlobeNewswire
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