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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
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Sample Portfolio
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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EVENTS
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Event Schedule
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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 Socure
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Socure Joins World Economic Forum Unicorn Community, Will Attend 2026 Annual Meeting in Davos
December 18, 2025
From
Socure
Via
Business Wire
Socure Report Finds Disaster Relief Efforts Were Plagued by Fraud After Texas Floods
December 16, 2025
From
Socure
Via
Business Wire
Socure Names Matt Thompson President & Chief Commercial Officer in the Wake of Accelerating Hypergrowth
December 11, 2025
From
Socure
Via
Business Wire
Socure Unveils Local Graph in RiskOS® to Deliver a Complete, Connected View of Identity Across an Enterprise
December 09, 2025
From
Socure
Via
Business Wire
Socure Acquires Qlarifi, Establishing the First Real-Time BNPL Credit System and Setting a New Standard for Safe, Low-Cost Payments
December 05, 2025
From
Socure
Via
Business Wire
Socure Expands RiskOS™ Platform with AI Suite of Agents and Assistants Designed to Automate and Accelerate Identity, Risk & Compliance Decisions
October 28, 2025
From
Socure
Via
Business Wire
Socure and Markaaz Partner to Accelerate Global SMB Onboarding within RiskOS™
October 23, 2025
From
Socure
Via
Business Wire
Socure and Docusign Bring Identity Certainty to Every Signature with a Frictionless Experience for Every Signer
October 16, 2025
From
Socure
Via
Business Wire
Socure Launches Hosted Flows: Build Branded, Identity Verification Experiences in Days — No Code Required
October 08, 2025
From
Socure
Via
Business Wire
Socure Opens Access to Proprietary Risk and ID Graph Intelligence with Debut of Socure Signals
September 30, 2025
From
Socure
Via
Business Wire
Socure and Nova Credit Partner to Expand Credit Access Through Cash Flow Insights
August 28, 2025
From
Socure
Via
Business Wire
Socure Wins Datos Insights' 2025 Impact Awards in Two Fraud Solution Categories, Best Digital Identity Verification Solution and Best First-Party Fraud Solution
August 20, 2025
From
Socure
Via
Business Wire
Socure Expands Age Assurance Suite to Help Enterprises Navigate Complex Web of Regulations and Protect Minors’ Access and Privacy
August 14, 2025
From
Socure
Via
Business Wire
Socure Recognized in the Inc. 5000 List for the Fourth Year in a Row
August 13, 2025
From
Socure
Via
Business Wire
Socure Recognized in the Inc. 5000 List as One of America’s Fastest-Growing Private Companies for the Second Year in a Row
August 15, 2023
From
Socure
Via
Business Wire
Socure Partners with MeridianLink to Enhance the Account Opening Process for Credit Unions, Banks, and Fintechs Providing Industry-leading Accuracy in Identity Verification and Fraud Capture
July 18, 2023
From
Socure
Via
Business Wire
Tickers
MLNK
Socure Challenges Government Agencies to Test Industry-Leading Digital Identity Verification Solution Against Legacy Approaches
July 13, 2023
From
Socure
Via
Business Wire
Socure Acquires Berbix for Approximately $70 Million in Cash and Stock, Together Delivering the Fastest, Most Accurate ID Verification Solution in the World
June 27, 2023
From
Socure
Via
Business Wire
Socure Receives 2023 Banking Tech Award for Tech of the Future in the Identification, Authentication and Verification Category
June 08, 2023
From
Socure
Via
Business Wire
Socure Achieves Industry Leading Accuracy in Verifying the Identities of Gen Z Consumers
May 31, 2023
From
Socure
Via
Business Wire
Socure Makes Progress Toward Helping More State and Local Governments Deliver Accurate and Inclusive Identity Verification
May 25, 2023
From
Socure
Via
Business Wire
Socure Head of Public Sector Partnerships Ayesha Prakash Named to CRN’s 2023 Women of the Channel Honors
May 11, 2023
From
Socure
Via
Business Wire
Socure Releases Digital Identity Playbook for State and Local CIOs, CTOs, and CISOs
May 04, 2023
From
Socure
Via
Business Wire
Socure Senior Vice President and General Manager of Public Sector Matt Thompson Named to StateScoop 50 for Industry Leadership
May 01, 2023
From
Socure
Via
Business Wire
Socure Names Jennifer Kerber Senior Director of Government Affairs to Further Public Sector Adoption of Equitable, Inclusive Identity Verification Standards
April 04, 2023
From
Socure
Via
Business Wire
Socure Named Best Identity Verification Solution in FinTech Breakthrough Awards for Second Consecutive Year
March 28, 2023
From
Socure
Via
Business Wire
Socure Names Ayesha Prakash Head of Public Sector Partnerships to Accelerate Adoption of Digital Identity Verification Standards
March 15, 2023
From
Socure
Via
Business Wire
Socure Secures $95 Million Credit Facility with J.P. Morgan, Silicon Valley Bank and KeyBanc Capital Markets
March 08, 2023
From
Socure
Via
Business Wire
Media Alert: Socure Talks First-Party Fraud in Merchant Services with Leading Fintechs at MRC 2023 Conference
March 03, 2023
From
Socure
Via
Business Wire
Socure Announces Commitment to Rooting Out 100,000 Synthetic Identities in 2023
February 15, 2023
From
Socure
Via
Business Wire
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