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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
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Event Schedule
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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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Flash News: OKX Partners with AlchemyPay in Five Countries, OKX Announces its P2P Diamond Advertiser Tier
March 30, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Expands Web3 Ecosystem with zkSync Era
March 24, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists Arbitrum, Launches $ARB/USDT Perpetual Trading Competition
March 23, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Adds Blur to Growing NFT Marketplace Ecosystem
March 22, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists BLUR, Launches the Infinity Grid Trading Bot
March 21, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists Arbitrum and OKX Wallet Launches a 100,000 USDT Arbitrum Extravaganza Campaign
March 20, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Launches Flash Deals on OKX Earn, OKX Wallet now provides cross-chain gas swap
March 17, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists Velodrome Finance for Spot Trading and Launches a Futures DCA Contest
March 16, 2023
From
OKX
Via
GlobeNewswire
OKX Hackathon Offers $600K+ in Prizes for Innovative dApps on OKX Chain
March 15, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Web3 Wallet Integrates Filecoin EVM
March 14, 2023
From
OKX
Via
GlobeNewswire
OKX Announces its Top Sponsorship of Leading Web3 Event Outer Edge LA
March 13, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Combines Two Popular Investment Strategies in One Trading Bot, OKX Web3 Wallet Integrates with Sui Network and YFI
March 08, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Makes Buying Bitcoin NFTs Safer and Easier, Lists $SSV and $RPL
March 06, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Launches NFT Marketplace Rebate Campaign, Offers Users Free Web3 Domains
March 01, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Expands Web3 Ecosystem with Beefy and Synthetix Integrations, Introduces Dip Sniper & Peak Sniper Trading Tools
February 24, 2023
From
OKX
Via
GlobeNewswire
OKX Named Top Sponsor of ETHDenver, World's Largest Web3 Hackathon
February 21, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists USDC Futures for BTC and ETH, Enables Margin Trading for FLOKI and Introduces Buy with Card on OKX Wallet
February 21, 2023
From
OKX
Via
GlobeNewswire
OKX's February Proof of Reserves Shows $8.6 Billion USD, With Over Quarter Million Users Viewing Reserves and Liabilities
February 20, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists $IGU, Introduces Enhanced Smart Portfolio Trading Bot
February 16, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Web3 Wallet Integrates Core and Curve Networks; OKX Exchange Lists BLUR
February 14, 2023
From
OKX
Via
GlobeNewswire
OKX’s Partner McLaren F1 Team Unveil Car for 2023 Formula 1 Season
February 13, 2023
From
OKX
Via
GlobeNewswire
OKX Launches Web Campaign for Global Crypto Community to Contribute to Türkiye Earthquake Relief
February 10, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Announces its Listing of $CORE, OKX’s Wallet Is Now Integrated with Shardeum
February 09, 2023
From
OKX
Via
GlobeNewswire
OKX Introduces ‘Shark Fin’ Product to Allow Users to Earn USDT Regardless of Market Movements
February 08, 2023
From
OKX
Via
GlobeNewswire
OKX's Lennix Lai Underscores Crypto's Contribution to Vision 2030 Goals at LEAP Conference
February 08, 2023
From
OKX
Via
GlobeNewswire
OKX Stands With Türkiye
February 07, 2023
From
OKX
Via
GlobeNewswire
OKX becomes Name Sponsor of Istanbul Fintech Week
February 03, 2023
From
OKX
Via
GlobeNewswire
OKX and Manchester City Players Launch ‘OKX Collective,’ an Immersive Metaverse Fan Experience
February 02, 2023
From
OKX
Via
GlobeNewswire
OKX Ventures Predicts Crypto Innovation Resurgence in 2023 Crypto Investment Outlook Report
January 25, 2023
From
OKX
Via
GlobeNewswire
OKX Publishes January Proof of Reserves Report, Shows Largest 100% Clean Asset Reserves Among Major Exchanges
January 19, 2023
From
OKX
Via
GlobeNewswire
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