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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
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
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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
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OTC Markets Group Welcomes Lynas Rare Earths Limited to OTCQX
October 30, 2025
From
OTC Markets
Via
GlobeNewswire
Tickers
ASX:LYC
LYSCF
LYSDY
OTCM
OTC Markets Group Announces Quarterly Index Performance and Rebalancing
October 24, 2025
From
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Via
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OTC Markets Group Welcomes Aviva PLC to OTCQX
October 22, 2025
From
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AIVAF
AVVIY
OTCM
OTC Markets Group Welcomes GiG Software PLC to OTCQX
October 20, 2025
From
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Via
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OTC Markets Group Welcomes Midnight Sun Mining Corp to OTCQX
October 20, 2025
From
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Via
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MDNGF
OTCM
TSX-V:MMA
OTC Markets Group Welcomes Seneca Bancorp, Inc. to OTCQX
October 16, 2025
From
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Via
GlobeNewswire
Tickers
OTCM
SNNF
OTC Markets Group Welcomes Aspira Women's Health Inc. to OTCQX
October 14, 2025
From
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Via
GlobeNewswire
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AWHL
OTCM
OTC Markets Group Welcomes Locksley Resources Limited to OTCQX
October 13, 2025
From
OTC Markets
Via
GlobeNewswire
Tickers
ASX:LKY
LKYRF
OTCM
OTC Markets Group Welcomes D3 Energy Limited to OTCQX
October 08, 2025
From
OTC Markets
Via
GlobeNewswire
Tickers
ASX:D3E
DNRGF
OTCM
OTC Markets Group Welcomes Mineros S.A. to OTCQX
October 03, 2025
From
OTC Markets
Via
GlobeNewswire
Tickers
MNSAF
OTCM
TSX:MSA
OTC Markets Group Welcomes Alaska Silver Corp. to OTCQX
October 02, 2025
From
OTC Markets
Via
GlobeNewswire
Tickers
OTCM
TSX-V:WAM
WAMFF
OTC Markets Group Welcomes Capstone Green Energy Holdings, Inc. to OTCQX
September 26, 2025
From
OTC Markets
Via
GlobeNewswire
Tickers
CGEH
OTCM
OTC Markets Group Welcomes Radisson Mining Resources Inc. to OTCQX
September 25, 2025
From
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Via
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Tickers
OTCM
RMRDF
TSX-V:RDS
OTC Markets Group Welcomes Bitcoin Treasury Corporation to OTCQX
September 18, 2025
From
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Via
GlobeNewswire
Tickers
OTCM
TSX-V:BTCT
OTC Markets Group Expands Data Availability via ICE Consolidated Feed, Unlocking Greater Global Access to Overnight Trading
September 15, 2025
From
OTC Markets
Via
GlobeNewswire
Tickers
ICE
OTCM
OTC Markets Group Welcomes First Nordic Metals Corp. to OTCQX
September 12, 2025
From
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Via
GlobeNewswire
Tickers
FNMCF
OTCM
TSX-V:FNM
OTC Markets Group Welcomes ACG Metals Limited to OTCQX
September 09, 2025
From
OTC Markets
Via
GlobeNewswire
Tickers
OTCM
OTC Markets Group Welcomes Horizon Kinetics Holding Corporation to OTCQX
September 05, 2025
From
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Via
GlobeNewswire
Tickers
HKHC
OTCM
OTC Markets Group Welcomes Associated Capital Group, Inc. to OTCQX
September 05, 2025
From
OTC Markets
Via
GlobeNewswire
Tickers
AC
OTCM
OTC Markets Group Welcomes Verusa Holding Anonim Sirketi to OTCQX
September 04, 2025
From
OTC Markets
Via
GlobeNewswire
Tickers
OTCM
OTC Markets Group Welcomes Bonvenu Bancorp, Inc. to OTCQX
September 03, 2025
From
OTC Markets
Via
GlobeNewswire
Tickers
BBNA
OTCM
OTC Markets Group Welcomes Empire Metals LTD to OTCQX
September 03, 2025
From
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Via
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Tickers
EPMLF
LSE
OTCM
OTC Markets Group Welcomes Amaero Limited to OTCQX
August 26, 2025
From
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Via
GlobeNewswire
Tickers
AMROF
ASX
OTCM
OTC Markets Group Welcomes Southern Cross Gold Consolidated Ltd. to OTCQX
August 19, 2025
From
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Via
GlobeNewswire
Tickers
ASX:SX2
OTCM
TSX:SXGC
OTC Markets Group Welcomes MÉLIUZ S.A. to OTCQX
August 15, 2025
From
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Via
GlobeNewswire
Tickers
OTCM
OTC Markets Group Welcomes First Phosphate Corp. to OTCQX
August 12, 2025
From
OTC Markets
Via
GlobeNewswire
Tickers
CSE:PHOS
FRSPF
OTCM
OTC Markets Group Welcomes Limitless X Holdings Inc. to OTCQX
August 11, 2025
From
OTC Markets
Via
GlobeNewswire
Tickers
LIMX
OTCM
OTC Markets Group Reports Second Quarter 2025 Financial Results Delivering Revenue, Operating Income, and Earnings Growth
August 06, 2025
From
OTC Markets
Via
GlobeNewswire
Tickers
OTCM
OTC Markets Group Welcomes Alkane Resources Limited to OTCQX
August 06, 2025
From
OTC Markets
Via
GlobeNewswire
Tickers
ALKEF
ASX
OTCM
OTC Markets Group Announces Quarterly Index Performance and Rebalancing
August 04, 2025
From
OTC Markets
Via
GlobeNewswire
Tickers
AAUC
BAYRY
EXALF
FBSI
GBFH
IQST
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