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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
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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 OKX
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OKX and McLaren Formula 1 Host British Grand Prix Fanzone in Manchester
June 27, 2023
From
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Via
GlobeNewswire
Flash News: OKX Wallet and CertiK Extend Partnership to Validate BRC-20 Token Contracts
June 26, 2023
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GlobeNewswire
Flash News: OKX Ventures' May Report Reveals Investments in Prisma, Rage Trade and Shutter Network, Covering Liquid Staking Tokens, Decentralized Derivatives and MEV
June 26, 2023
From
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Via
GlobeNewswire
Flash News: OKX Wallet users can now directly access Aura pools & connect their wallets to Scallop on the Sui network
June 25, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX NFT Marketplace Adds Support for Blur Collection Bids
June 23, 2023
From
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Via
GlobeNewswire
Flash News: OKX Wallet and Big Floppa Team Up to Launch Trading Campaign with 4.5 Billion FLOP Tokens in Rewards
June 23, 2023
From
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Via
GlobeNewswire
Flash News: OKX and Laevitas Partner to Provide Enhanced Insights for Cryptocurrency Derivatives Trading
June 23, 2023
From
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Via
GlobeNewswire
Flash News: OKX Adds SUI and CFX to its Dual Investment Structured Product
June 22, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet's Ordinals Market Claims #1 Marketshare for Ordinals
June 22, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Offers Users a Chance to Win Pepe Tokens by Trading on P2P Marketplace, Announces New Features for Futures and Perpetual Contracts
June 21, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet - DEX Encourages Users to "Experience the Most Powerful DEX and Cross-Chain Bridge" Aggregator with New Educational Series
June 20, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Partners with Gitcoin, Highlights its Recent Developments in OKX Web3 May Report
June 19, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Announces Partnership with Omega Network and cBridge
June 18, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Teams Up with Liquidity Transport Protocol Stargate, Adds Support for Across Protocol's Cross-Chain Bridge on its Decentralized Exchange
June 18, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists Omega Network Token on its Spot Market
June 16, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Ventures Announces Investment in Taiko, a Decentralized ZK-Rollup
June 16, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Announces Partnership with BendDAO for NFT Liquidity, Collaborates with Petobots and Bitstar War to Bring More GameFi Projects to Users
June 15, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Ventures Releases Report on the Role of Oracles in the Web3 Narrative
June 15, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Welcomes Bounce Finance to Cryptopedia, its Web3 Learn-to-Earn Platform
June 14, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Enables Deposits for Omega Network Token Ahead of OMN/USDT Spot Listing
June 13, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists Suiswap Spot Pair and Concludes 20th Round of OKB Buy-Back and Burn Program
June 13, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Web3 Earn Offers Gas Fee Rebates for ETH Staking and Redemption on Lido Protocol for Limited Time
June 12, 2023
From
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Via
GlobeNewswire
OKX Hosts Manchester City Football Club Digital Collectible to Celebrate Historic Win in Istanbul
June 12, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Partners with Dango and Galaxy Blitz
June 11, 2023
From
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Via
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Flash News: OKX Wallet Introduces STX Stacking
June 10, 2023
From
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Via
GlobeNewswire
Flash News: OKX Enables Deposits for Suiswap Ahead of SSWP/USDT Spot Listing
June 09, 2023
From
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Via
GlobeNewswire
Flash News: OKX Wallet - DEX Integrates Stargate Cross-Chain Bridge for Seamless Token Swaps, Supports zkSync Era
June 08, 2023
From
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Via
GlobeNewswire
Flash News: OKX Wallet is the Only Multi-Chain Wallet to Support Bitcoin NFT Trading via its Ordinals Market
June 07, 2023
From
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Via
GlobeNewswire
Flash News: OKX Supports a New Manchester City Digital Collectible to Celebrate Seventh English Cup Win
June 07, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Simplifies Users' Futures and Perpetual Trading Experience with New Orders by Cost Feature
June 06, 2023
From
OKX
Via
GlobeNewswire
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