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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
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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
Bond Fund Seminar
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Flash News: OKX Wallet Now Integrated with Nostr Asset Protocol
December 05, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet now integrated with Zeta
December 05, 2023
From
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Via
GlobeNewswire
Flash News: OKX Wallet now Integrated with RubyDex, a Decentralized Exchange
December 05, 2023
From
OKX
Via
GlobeNewswire
OKX Launches 'Web3 DeFi Bonus Season' Campaign, Giving Users the Opportunity to Earn an Additional APR of Up to 14%
December 05, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet now Integrated with Thala
December 05, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX co-hosts 'Builder's Mixer - Bengaluru' during India Blockchain Week
December 04, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet now integrated with REYIELD
December 04, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Adds Over 80 New Perpetual and Spot Pairs for Copy Trading, Expanding Options for Users
December 04, 2023
From
OKX
Via
GlobeNewswire
OKX Announces Sponsorship of Key Events at India Blockchain Week, Will Co-Host Developer Events Showcasing Web3 Innovations
December 03, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet now Integrated with Marinade, a Stake Automation Platform
December 03, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet now Integrated with Substance X, a Decentralized Exchange
December 03, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet is Now Integrated with DeSyn, a DeFi Protocol
December 02, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Now Supports Base Network
December 02, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX to adjust the minimum trade amount of spots
December 01, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists Bounce Platform's AUCTION Token on its Perpetual Market, Enables Margin Trading and Savings
December 01, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet's Account Abstraction-Powered 'Smart Account' Now Supports Linea
December 01, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Launches 'BTCarnival' Campaign, Giving Users the Opportunity to Win BTC NFTs and BRC-20 Tokens
December 01, 2023
From
OKX
Via
GlobeNewswire
Flash News: As Part of the 'Web3 DeFi Bonus Season', OKX DeFi Adds New Staking Protocol Tranchess Giving Users the Opportunity to Earn an APR of Up to 11.4%
November 30, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX to List Injective Network's INJ Token on its Spot Market
November 30, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX to Adjust Components of Several Indices to Improve Market Liquidity
November 30, 2023
From
OKX
Via
GlobeNewswire
Flash News: American Cancer Society Ventures into Web3 Funding with Gitcoin Grants Stack
November 30, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with Equation, a Decentralized Perpetual Contract Built on Arbitrum
November 29, 2023
From
OKX
Via
GlobeNewswire
OKX Launches 'Holiday Bonanza' Campaign Featuring USD700k in Prizes, Including a 'Mystery Super Car'
November 29, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Adds MATIC to On-Chain Earn Product, Giving Users the Opportunity to Earn Up to a 5% APR
November 28, 2023
From
OKX
Via
GlobeNewswire
OKX Ventures Announces Investment in Decentralized Perpetual Derivative Exchange MYX.Finance
November 28, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists AGIX and FET Perpetual Contracts, Enables Margin Trading and Simple Earn for the Two Tokens
November 27, 2023
From
OKX
Via
GlobeNewswire
OKX Ventures Report Reveals Telegram's Open Network (TON) Set to Hit 500 Million User Milestone by 2028
November 27, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Enhances User Experience with Cryptopedia Support on Web, Enabling Seamless 'Learn-to-Earn' Opportunities
November 27, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Enhances Ordinals Trading, Enabling Users to Inscribe Up to 1,200 BRC-20 Tokens and Transfer Up to 30 BTC Ordinals in One Go
November 26, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet now Integrated with OpenWorld
November 26, 2023
From
OKX
Via
GlobeNewswire
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