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home
about us
Investment Approach
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Firm ADV PDFs
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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
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Back Dated Performance Reports
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EVENTS
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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 to List Jupiter's JUP Token, Launches JUP 'New User Exclusive' & 'Trade and Earn' Campaigns Featuring 10,000 USDT Prize Pool
January 29, 2024
From
OKX
Via
GlobeNewswire
OKX Ventures Announces Investment in bitSmiley, a Stablecoin Protocol in the Bitcoin Ecosystem
January 28, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet now integrated with Befy
January 28, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Announces Integration of AlienSwap, VIP3, Automata Network, dForce, Rune X and Nabox with its Layer 2 Testnet
January 27, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX DEX Adds Support for Manta Network
January 27, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX to optimize funding rate calculation
January 27, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Adds SUI, TON and TIA to On-Chain Earn Product With Up to a 14.45% APR
January 27, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX DeFi Now Offering an APR Boost of Up to 8% on SOL as Part of 'Solana Super Season' Campaign
January 26, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX DeFi Platform Launches 'Floki Bonus Event' Featuring Up to a 12% APR on Floki Tokens
January 25, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Debuts Chinese New Year Campaign in Hong Kong, Giving Local Users the Opportunity to Receive Up to 2,000 USDT Trading Fee Rebate
January 25, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with TNA Protocol for Enhanced Blockchain Name Services
January 25, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX to Adjust Discount Rates for Several Assets
January 24, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX DeFi Opens API Integration to Wallets and Exchanges
January 24, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with Banana Market, a Community-Driven Asset Launchpad on Bitcoin
January 24, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with Aptos Names, Enabling User-Friendly Blockchain Interaction
January 24, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with Tap Fantasy for an Immersive Gaming Experience
January 24, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with ISSP, a Multi-Chain Interoperability System for Inscription Protocols
January 24, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with InsFi, a Yield Aggregation Protocol on Inscriptions
January 24, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with UBOX, an Innovative Plaftorm for NFT Trading and Gamified Collection Experiences
January 23, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Announces System Upgrade for Enhanced Trading Experience
January 23, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Announces Integration with De.Fi, a Web3 Super App
January 23, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Enhances its Dollar-Cost Averaging (DCA) Bot with its Bot Marketplace
January 22, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with Swell Network, a Liquid Staking Protocol
January 22, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Integrates with SatoshiVM Bridge, Bridging the EVM Ecosystem with Bitcoin
January 21, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Launches Cryptopedia Season 13 For Aptos Ecosystem Projects, Offering Up to USD300,000 in APT for Users Completing Quests
January 21, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with Osmosis, a Decentralized Exchange for Cosmos
January 21, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX to change funding fee collection mechanism for remaining group of perpetual futures
January 20, 2024
From
OKX
Via
GlobeNewswire
OKX's Liquid Marketplace Surpasses US$10 Billion in Cumulative Institutional Trading Volume
January 19, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Announces Goldsky's Integration with OKX's Layer 2 Testnet
January 19, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Announces Integration of Relation, Entangle, Layer3, DMC, Everest Ventures Group, KEOM, FBPay and Wanchain with its Layer 2 Testnet
January 19, 2024
From
OKX
Via
GlobeNewswire
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