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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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
Tax-Free Income Seminar
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Franklin Templeton partners with Zero Hash to leverage USDC funding rails for Benji Token Holders
June 06, 2024
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Zero Hash grows its ecosystem support with Base integration
May 28, 2024
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Securitize partners with Zero Hash to leverage fiat and USDC funding rails for tokenized assets
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Simplex partners with Zero Hash to provide seamless fiat-crypto ramps for US Market
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Zero Hash to provide strategic participation in MIT’s Bitcoin Expo to drive crypto innovation
April 18, 2024
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Zero Hash Secures Virtual Asset Service Provider Registrations in both the Netherlands and Poland
March 26, 2024
From
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Zero Hash bolsters its ecosystem support with addition of Aptos blockchain
March 01, 2024
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Alchemy Pay partners with Zero Hash for a seamless crypto on-ramp, including ACH payment rails
January 30, 2024
From
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Zero Hash joins United Bitcoin Companies Netherlands (VBNL) to promote trust, reliability, and best practices for the Netherlands crypto market
January 16, 2024
From
Zero Hash
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Zero Hash LLC strengthens board with addition of Meta and former PayPal executive, Aaron Anderson
December 06, 2023
From
Zero Hash
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GlobeNewswire
Study commissioned by Zero Hash finds crypto adoption is increasing, with a movement to mainstream trusted brands
November 14, 2023
From
Zero Hash
Via
GlobeNewswire
Zero Hash Ranked Number 21 Fastest-Growing Company in North America on the 2023 Deloitte Technology Fast 500™
November 08, 2023
From
Zero Hash
Via
GlobeNewswire
Shift4 partners with Zero Hash to build a one stop fiat and crypto solution
October 25, 2023
From
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GlobeNewswire
Tickers
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Zero Hash partners with Plaid to enable a seamless crypto on and off-ramp via ACH bank transfers
October 24, 2023
From
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Via
GlobeNewswire
Zero Hash is a founding infrastructure partner for Universal Money Addresses
October 23, 2023
From
Zero Hash
Via
GlobeNewswire
Zero Hash Honored by Goldman Sachs for Entrepreneurship
October 18, 2023
From
Zero Hash
Via
GlobeNewswire
Tickers
GS
Tap, the all-in-one crypto app launches crypto on-and-off ramp in the U.S. in partnership with Zero Hash
October 04, 2023
From
Zero Hash
Via
GlobeNewswire
Interactive Brokers Collaborates with Zero Hash to Enhance Crypto Trading
September 19, 2023
From
Zero Hash
Via
GlobeNewswire
Zero Hash joins CryptoUK to promote safe and responsible innovation mission for the UK crypto market
September 14, 2023
From
Zero Hash
Via
GlobeNewswire
Zero Hash Ranks No. 46 on the 2023 Inc. 5000 Among America’s Fastest-Growing Private Companies
August 16, 2023
From
Zero Hash
Via
GlobeNewswire
Zero Hash Wins Comparably Award for “Best CEOs for Diversity in 2023”
June 20, 2023
From
Zero Hash
Via
GlobeNewswire
Zero Hash Australia joins Blockchain Australia as a digital currency exchange member
May 23, 2023
From
Zero Hash
Via
GlobeNewswire
Zero Hash Named Finalist in Crypto/Blockchain Category of Fast Company’s 2023 World Changing Ideas Awards
May 03, 2023
From
Zero Hash
Via
GlobeNewswire
Ansible Labs, the payments company bridging crypto and the traditional economy, has partnered with Zero Hash to facilitate a seamless crypto off-ramp
April 18, 2023
From
Zero Hash
Via
GlobeNewswire
Zero Hash appoints former Stripe and Coinbase leader Cyril Mathew as President and COO
March 28, 2023
From
Zero Hash
Via
GlobeNewswire
Zero Hash UK appoints former Gemini and Coinbase exec, Araba Eshun as UK Head of Compliance and MLRO/Deputy Head of International Compliance
March 10, 2023
From
Zero Hash
Via
GlobeNewswire
Zero Hash expands further in APAC by securing its registration in New Zealand
February 13, 2023
From
Zero Hash
Via
GlobeNewswire
Starlight, the financial operating system (OS) for Web3 teams, now enables their business customers to buy, sell and custody crypto seamlessly through a partnership with Zero Hash
February 09, 2023
From
Zero Hash
Via
GlobeNewswire
Zero Hash establishes UK entity and appoints Laura Navaratnam and Keith Grose as Non Executive Directors
February 07, 2023
From
Zero Hash
Via
GlobeNewswire
Zero Hash appoints industry veteran William Klippel as Vertical Head of Investment Platforms
January 12, 2023
From
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Via
GlobeNewswire
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