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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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EVENTS
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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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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Trust Stamp announces $12.7m+ contract extension
September 19, 2025
From
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GlobeNewswire
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IDAI
Trust Stamp announces an exclusive Memorandum of Understanding with the Ghana National Identity Agency
September 15, 2025
From
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Via
GlobeNewswire
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Trust Stamp joins South Korea’s K-Startup Grand Challenge 2025
September 09, 2025
From
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Trust Stamp files its 2025 Q2 10-Q and announced continued growth in OL Platform Registrations and a Key Performance Metric
August 14, 2025
From
Trust Stamp
Via
GlobeNewswire
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IDAI
Trust Stamp Partners with Neural Payments to Bring Innovative ID Security to the $3.2 Trillion P2P Payment Sector
June 30, 2025
From
Trust Stamp
Via
GlobeNewswire
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IDAI
Trust Stamp files its 2025 Q1 10-Q and provides forward-looking estimates
May 15, 2025
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Partisia and Trust Stamp partner to make digital IDs safer and more private by securely linking them to unique biometrics
May 15, 2025
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Trust Stamp Selected for CyberBoost Catalyse Program to Accelerate Global Growth in Cybersecurity in Singapore and APAC
April 03, 2025
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Trust Stamp files its 2024 10-K and gives forward-looking revenue and expense guidance
April 01, 2025
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Trust Stamp announces timing for filing its 2024 10K and gives historic and forward-looking revenue guidance
March 27, 2025
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
In the age of AI-powered deepfake attacks, Trust Stamp unveils cutting-edge protection against the rising threat of both deepfakes and injection attacks
March 25, 2025
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Trust Stamp ® announces the achievement of the D-seal
March 05, 2025
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Trust Stamp announces the allowance by USPTO of Non-Provisional Patent Application 17/725,978 entitled: “Interoperable Biometric Representation” unlocking the potential to break vendor lock-in for biometric services
February 25, 2025
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Trust Stamp Partners with Digital Platformer to Strengthen Security in Digital Identity and Financial Services
February 17, 2025
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Trust Stamp previews AGM
January 15, 2025
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Trust Stamp Announces Pricing of $3.5 Million Registered Direct Offering Priced At-The-Market Under Nasdaq Rules
January 07, 2025
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Trust Stamp announces a strategic partnership projected to generate up to $4.3m of revenue receipts in 2025
January 06, 2025
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Trust Stamp Previews Strategic Announcements
January 03, 2025
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Trust Stamp Announces Reverse Stock Split Effective January 6, 2025
January 02, 2025
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Correction: Trust Stamp to Provide Strategic Update and Announces Annual General Meeting Details
December 09, 2024
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Trust Stamp Announces Pricing of $3.0 Million Registered Direct Offering
December 05, 2024
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Trust Stamp to Provide Strategic Update and Announces Annual General Meeting Details
December 02, 2024
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Trust Stamp Enhances Biometric Security with Palm-Enhanced Cryptographic Solution
October 23, 2024
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Trust Stamp ® announces the issuance of a new patent covering the invention of a Personal Identifiable Information Encoder
September 09, 2024
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Trust Stamp Announces Pricing of Registered Direct Offering and Warrant Inducement, Priced At-The-Market, for Aggregate Gross Proceeds of $2.0 Million
September 03, 2024
From
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Via
GlobeNewswire
Tickers
IDAI
Trust Stamp Provides a Business Report and Financial Results for the Six Months Ended June 30, 2024
August 13, 2024
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Trust Stamp Partners with Botdoc to Bring New Innovative ID Security to the Automotive Industry
July 23, 2024
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Trust Stamp announces a Letter of Intent for a transformative strategic alliance
July 18, 2024
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Trust Stamp discusses its evolution to serving diverse global markets as a SaaS provider of Artificial Intelligence powered technologies and the application for its 37th patent
July 12, 2024
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
Trust Stamp President announces substantial H1-2024 growth including the 69th customer on its low-code Orchestration Layer platform
July 11, 2024
From
Trust Stamp
Via
GlobeNewswire
Tickers
IDAI
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