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home
about us
Investment Approach
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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
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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MARKET RESEARCH
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Articles published by OKX
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Flash News: OKX Welcomes DODO's Integration with X1 Testnet
December 27, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Launches 'BTC Ecosystem Carnival' on Cryptopedia, Giving Users the Opportunity to Claim BTC NFT and BRC-20 Token Rewards
December 27, 2023
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Via
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Flash News: OKX Wallet and OneKey Collaborate to Reward Users with Limited-Edition NFTs
December 26, 2023
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Via
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Flash News: OKX Wallet Now Supports Facet, a Decentralized Computing Platform
December 26, 2023
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Via
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Flash News: OKX Wallet now integrated with SVARGA GameFi
December 26, 2023
From
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Via
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Flash News: OKX Wallet now integrated with BaseSwap
December 26, 2023
From
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Via
GlobeNewswire
Flash News: OKX Wallet now integrated with Dex Guru
December 25, 2023
From
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Via
GlobeNewswire
Flash News: OKX Wallet now integrated with Fibrous
December 25, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet now integrated with AVNU DeFi
December 24, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Further Expands Inscription Capability to Support 22 Networks on its App
December 23, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Adjusting Tick Size of Selected ZEC Pairs
December 23, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with NFT Marketplace Magic Eden
December 23, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with BitX, a Multi-Chain Liquidity Marketplace for BRC-20 and Ordinals
December 21, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Announces Integration of Band Protocol, zkLink, TaskOn, Meson, HorizonDEX and XY Finance into X1 Network for Enhanced Web3 Functionality
December 21, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Launches BTC Ordinals Trading via API
December 21, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Marketplace Launches Round 2 of its 'BTCarnival' Campaign
December 21, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Announces Galxe's Integration with X1 Network for Enhanced Community Building
December 21, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Partners with BENQI, Giving Users an APR Boost of Up to 7%
December 20, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX DeFi Now Supports EigenLayer, a Decentralized Ethereum Restaking Protocol
December 20, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet now integrated with StarkDeFi, a DeFi Hub
December 19, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet now integrated with River, a Decentralized Money Market Protocol
December 19, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Introduces Lower Subscription Limit of 10 USDT for Snowball Structured Product
December 18, 2023
From
OKX
Via
GlobeNewswire
Flash News: Explore and Earn: OKX Wallet Launches Treasure Hunt Season 4
December 18, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists Web3 Game Fusionist's ACE on its Perpetual Futures Market, Will Enable Margin Trading and Savings for the Token
December 18, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX DEX API Integrated by ARC, a Web3 Platform for Developers
December 18, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Enables Listing of Solana NFTs on OKX NFT Marketplace, Magic Eden and Tensor
December 17, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX to adjust weightings of components for several indexes
December 17, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX to adjust position tiers of perpetual swaps and futures
December 17, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Introduces Simplified Futures Trading Platform
December 16, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX to Introduce New Limit Price Rules for Spot and Margin Trading
December 15, 2023
From
OKX
Via
GlobeNewswire
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