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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
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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Flash News: OKX Widget is Now Available on IOS
October 04, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Web Extension Adds Support for zkMe, Pioneer of Zero-Knowledge Applications
October 03, 2023
From
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Via
GlobeNewswire
Flash News: OKX Ventures Publishes Report on 'Analyzing the Past, Present and Future of Account Abstraction'
October 02, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX D3 Bahamas FinTech Festival Title Sponsor
October 02, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with YFX
October 02, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Web Extension Now Supports Clique
October 02, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Web Extension Now Supports LI.FI Protocol
October 02, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Web3 Takes Center Stage as Presenting Sponsor of Solana Hacker House Mumbai
September 30, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with Li.Fi, a Cross-chain Bridge Aggregation Protocol
September 29, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with ChainGPT
September 29, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Enhances Dual Investment with Auto-Renewal
September 28, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with Pop Social, a Leading Web3 Social Platform
September 28, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Adds Zebec Protocol's ZBC Token to OKX Earn Product, Offers Users an APY of up to 18.08% and Additional ZBC Rewards
September 28, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with Credefi, a Crypto Lending Platform
September 27, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists Wall Street Memes Coin (WSM) on its Spot Market
September 26, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX to List Wall Street Memes Coin (WSM) on its Spot Market
September 25, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists JPG.store Token (JPG) on its Spot Market
September 25, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Co-Hosts Successful Builder Nights in Hong Kong with MetaMask, Linea, Foresight X, The Graph, 1inch.io, AltLayer, Preface and 4337Mafia
September 25, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet is Now Integrated with Polyhedra Network, a Provider of Trustless and Highly Efficient Interoperability Solutions
September 25, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Integrated with Davos Protocol
September 24, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Web Extension Now Integrates with Levana Protocol
September 23, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet is Now Integrated with Looper, a Decentralized Protocol
September 22, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Global Chief Commercial Officer Lennix Lai to Present Keynote Speech on Web3 at 'Davos Digital Transformation Symposium and World Web3 Charity Week 2023' in Hong Kong
September 22, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX to Co-Host Builder Nights in Hong Kong on September 22 with MetaMask, Linea, Foresight X, The Graph, 1inch.io, AltLayer, Preface and 4337Mafia
September 21, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX to List JPG.store Token (JPG) on its Spot Market
September 20, 2023
From
OKX
Via
GlobeNewswire
Flash News: The OKX Wallet web extension now supports ASPO Web3Gaming
September 20, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Web Extension Now Supports Chainflip
September 20, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Launches New GEO Express Payment Method for P2P Trading
September 20, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Concludes 21st Round of OKB Burn Program
September 20, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Web Extension Now Supports ClayStack
September 19, 2023
From
OKX
Via
GlobeNewswire
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