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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
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
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
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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
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MARKET RESEARCH
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Articles published by VenHub Global Inc.
VenHub Provides Update to Stockholders
July 23, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
VenHub Introduces New Features that Provide an Even Faster, Easier and More Accessible Shopping Experience Across its Smart Store Retail Platform
June 11, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
VenHub Global Expands Autonomous Retail Platform into Florida
June 09, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
VenHub Backs Culver City GoPass Program, Helping Deliver More Than 56,000 Student Transit Trips
June 03, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
Jay Heller, CEO at K Lab AI, Appointed to VenHub Advisory Board
May 28, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
VenHub Opens Second, Larger Las Vegas Production Facility
May 27, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
VenHub Extends Flagship Smart Store Partnership at LAX/Metro Transit Center for Additional Two Years
May 26, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
VenHub Highlights Rapid Progress Since Nasdaq Debut Including Expanded Smart Store Deployments, Enhanced Technology Platform and Increased Las Vegas Production Capacity
May 06, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
VenHub Ranks Top 10 in Retail on Fast Company’s Most Innovative Companies List
March 26, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
Circa Resort & Casino and VenHub Team Up to Bring the First of its Kind Autonomous Smart Store to Circa’s Guests
March 24, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
VenHub Advances Autonomous Smart Store Security to Tackle Rising Retail Industry Theft and Shrink
March 20, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
VenHub Sets Stage for National Expansion of Smart Store Deployments with Second, Larger Las Vegas Production Facility to Meet Growing Demand
March 18, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
VenHub Expands Stripe Integration to Power Global Network of AI-Driven Smart Stores
March 10, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
VenHub Secures Agreements for Six New Autonomous Smart Store Locations Across Las Vegas
March 05, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
VenHub Expands IP Portfolio, Advancing Smart Store Technology Leadership
March 04, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
VenHub Introduces Self-Diagnosing Robotics to Maximize Uptime Across Smart Stores
February 23, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
VenHub Unveils Vision System that Automates Shelf Setup and Delivers Real-Time Dynamic Merchandising
February 18, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
VenHub Announces Pricing of $18.9 Million Private Placement with a New Fundamental Institutional Investor
February 11, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
VenHub Appoints Former bp Senior Executive, Tarang Sethia, Executive Vice President, Product & Technology, Bolstering Autonomous Retail Technology Leadership Position
February 09, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
VenHub Wins RTIH Award for Most Innovative Retailer
February 04, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
VenHub to Ring Nasdaq Opening Bell on February 4th in Celebration of Market Debut
February 03, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
VenHub Appoints Former Amazon Executive, Ian Rasmussen, to Spearhead Nationwide Smart Store Expansion with Focus on Strategic Partnerships and Enterprise Integrations
February 02, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
Tickers
VHUB
VenHub Begins Trading on Nasdaq Under Ticker Symbol “VHUB”
January 30, 2026
From
VenHub Global Inc.
Via
GlobeNewswire
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