Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Articles published by Surge Copper Corp.
Surge Copper Advances Berg Project Pre-Feasibility Study
November 20, 2025
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Announces Closing of Strategic Private Placement with African Rainbow Minerals Limited
September 18, 2025
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Highlights Strengthening Policy Environment for Critical Minerals Development in Canada
November 10, 2025
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Provides Corporate and Operational Update
August 14, 2025
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Announces Commencement of 2025 Field Program at Berg Project
August 07, 2025
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Reports Excellent Metallurgical Results Supporting Pre-Feasibility Advancement at Berg Project
June 17, 2025
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Delivers Geotechnical Results Supporting Pit Design and Resource Growth at Berg
May 08, 2025
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Evaluates Energy-Saving HPGR Technology for Berg Project
April 15, 2025
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Strengthens Board with Appointment of Dr. Paul West-Sells
January 06, 2025
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Expands Copper-Gold Mineralization at Ootsa Intersecting 108 Metres Grading 0.35% Copper Equivalent
January 21, 2025
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Secures Option to Acquire Key Tenements Adjacent to Berg Project
December 13, 2024
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Intersects 320 metres grading 0.46% CuEq from 10 metres depth including 88 metres grading 0.87% CuEq at the Berg Deposit
November 12, 2024
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Intersects 412 metres grading 0.40% CuEq including ?54 metres grading 0.53% CuEq at the Berg Deposit
October 24, 2024
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Completes 2024 Field Program and Provides Corporate Update
September 26, 2024
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Announces Renewal of Communications and Engagement Agreement with the Office of the Wet’suwet’en and Thin House of the Gilseyhu Clan
July 09, 2024
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Commences 2024 Field Program and Closes Top-Up Subscription by ARM
July 19, 2024
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Announces Closing of Private Placement for $2.2M
June 21, 2024
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Announces Closing of $3.9M Strategic Placement and Commences Berg PFS Metallurgical Test Program
May 31, 2024
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Announces C$3.8 Million Strategic Investment by African Rainbow Minerals Limited
April 02, 2024
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Announces 2023 Surface Exploration Results Identifies New Porphyry Exploration Target Adjacent to Berg
February 07, 2024
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Intersects 418 metres grading 0.38% CuEq including 40 metres grading 0.47% CuEq at the Berg Deposit
January 31, 2024
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Acquires 100% Interest in Berg
December 27, 2023
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Intersects 756 metres grading 0.36% CuEq including 90 metres grading 0.46% CuEq at the Berg Deposit
October 03, 2023
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Commences 2023 Exploration Program
July 12, 2023
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Announces Maiden Berg PEA: C$2.1 billion NPV8% and 20% IRR
June 13, 2023
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Provides Berg Area Reconnaissance Exploration Results, a Round-Up of the 2022 Exploration Program and Announces 2023 Initial Exploration Plans
April 19, 2023
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Intersects 154 metres grading 0.31% CuEq including 16 metres @ 0.70% CuEq at the Bergette Target
February 27, 2023
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Confirms Large New Zinc-Silver-Gold-Lead Discovery at Ootsa Intersecting 138 metres of greater than 1% Zinc + Lead Mineralization with 8.1 g/t Silver
February 07, 2023
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Identifies New Copper-Gold Porphyry Potential 300 metres Northeast of the East Seel Deposit Intersecting 100 metres grading 0.42% CuEq
January 09, 2023
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
SRGXF
TSX-V:SURG
Surge Copper Commences PEA on Berg Project
November 16, 2022
From
Surge Copper Corp.
Via
GlobeNewswire
Tickers
NEX
SRGXF
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.