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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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Articles published by OKX
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Flash News: OKX Welcomes D8X's Integration with OKX's Layer 2 Testnet
January 19, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX's Liquid Marketplace Hits All-Time High US$10 Billion in Institutional Trading Volume
January 17, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX DEX Integrates Facet; Further Expanding Trading Options for Users
January 17, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX DEX Supports Solana Cross-chain Swaps
January 17, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX to Adjust the Minimum Order Quantities for Several Futures
January 16, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet and NFT Marketplace Revolutionize Digital Asset Trading with Aptos Digital Asset Standard Support
January 16, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with MultiSat, a Community-Owned Multichain Inscription Marketplace
January 16, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with Navi, a One-Stop Liquidity Protocol on the Sui Blockchain
January 15, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Launches Exclusive Airdrop Campaign for On-Chain Earn Users Featuring SOL, DOT, MATIC and TRX
January 15, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with Minterest
January 14, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet now integrated with Holdstation
January 13, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Announces Index Component Adjustments to Enhance Market Liquidity and Stability
January 13, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX to List FXS and LQTY Perpetual Swaps, Enables Margin Trading and Simple Earn for the Tokens
January 12, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Adds Aptos' APT Token to On-Chain Earn Product With Up to an 8% APR
January 12, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX to Support Optimism Mainnet Upgrade for Faster, Cheaper Transactions
January 11, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX to support dYDX Chain
January 11, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists NMR and JOE on its Perpetual Futures Market, Enables Margin Trading and Simple Earn for the Tokens
January 11, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Launches 'Cryptopedia Solana Season,' Encouraging Users to Learn About Solana Ecosystem DApps
January 11, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with Zeepr, a Decentralized Perpetual Protocol
January 10, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with StakeStone, an Omni-Chain Liquid Staking Token Protocol
January 10, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Announces Web3 Giveaway Now Available on OKX Website
January 10, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with SoBit, a Cross-Chain Platform
January 10, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists MOVR and GAL on its Perpetual Futures Market, Enables Margin Trading and Simple Earn for the Tokens
January 09, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Announces Adjustment of Component Weightings Across Several Indices
January 09, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with TONKA, a Lending and Borrowing Platform for Bitcoin Inscriptions
January 08, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists BONK and JTO on its Perpetual Futures Market, Will Enable Margin Trading and Simple Earn for the Tokens
January 08, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX DEX API Integrated by XY Finance, a Cross-Chain Interoperability Protocol
January 08, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX to List Solana-Based Jito (JTO) and Bonk (BONK) Tokens on its Spot Market
January 07, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX to Adjust the Minimum Trade Amount for Certain Spot Pairs
January 07, 2024
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with BitLand, an AI-Driven 3D Metaverse
January 06, 2024
From
OKX
Via
GlobeNewswire
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