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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
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
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UBS Group AG Registered Ordinary Shares
(NY:
UBS
)
46.63
+0.08 (+0.17%)
Streaming Delayed Price
Updated: 3:32 PM EST, Dec 30, 2025
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Press Releases about UBS Group AG Registered Ordinary Shares
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Michael Harris, founder of the Zerivian Guild Club, will be present at the winter public sharing event, delivering a major talk in early January.
December 23, 2025
Via
Binary News Network
Topics
Artificial Intelligence
Derivatives
Economy
Los Angeles-Based UBS Advisor Team Wise River Advisors Ranked #10 on Forbes America’s Top Private Wealth Management Teams List
December 16, 2025
From
UBS
Via
Business Wire
Paladin Power Inc. Engages Aegis Capital Corp. for IPO Advisory Services
December 15, 2025
Carlsbad, California--(Newsfile Corp. - December 15, 2025) - Paladin Power Inc. ("Paladin" or the "Company") today announced it has...
Via
Newsfile
Topics
Initial Public Offering
UBS Declares Coupon Payments on 8 ETRACS Exchange Traded Notes
December 04, 2025
From
UBS
Via
Business Wire
UBS Appoints Justin Frame to Lead Tucson, Arizona Office
December 03, 2025
From
UBS
Via
Business Wire
Five UBS advisor teams in the Southeast Region named to the Forbes America’s Top Wealth Management Teams list
December 02, 2025
From
UBS
Via
Business Wire
UBS Declares Quarterly Coupon Payment on Exchange Traded Note: AMUB
December 01, 2025
From
UBS
Via
Business Wire
François Du Pasquier Joins UBS as Managing Director, Financial Advisor in Austin
November 24, 2025
From
UBS
Via
Business Wire
UBS to Present Beyond Pop: Art of the Everyday at Art Basel Miami Beach 2025, Featuring New Commission by Katherine Bernhardt
November 20, 2025
From
UBS
Via
Business Wire
Daniel Holzer joins UBS as Financial Advisor in Westport, CT
November 10, 2025
From
UBS
Via
Business Wire
India's Milan Parikh Represents the Nation at the 2025 Global Financial Elite Showdown
November 08, 2025
November 8, 2025 -- Veteran strategist Milan Parikh to lead India's charge at the world's premier financial intelligence competition, showcasing discipline, innovation, and leadership on the global...
Via
24-7 Press Release
Topics
Derivatives
The 2025 Global Financial Elite Showdown Officially Launches: A New Era of Global Financial Intelligence Begins
November 07, 2025
November 7, 2025 -- Uniting nine nations' top financial minds to redefine intelligence, innovation, and integrity in global finance.
Via
24-7 Press Release
UBS declares coupon payments on 8 ETRACS Exchange Traded Notes
November 05, 2025
From
UBS Investment Bank
Via
Business Wire
UBS Analysts Say the Current Correction in the Gold Market is Temporary
November 05, 2025
Via
Investor Brand Network
Five UBS Financial Advisors in Pacific Desert Market Named to Forbes Top Next-Gen Advisors Best-in-State List
November 04, 2025
From
UBS
Via
Business Wire
UBS Hires Financial Advisor Daryl Holmes in Alpharetta, Georgia
October 31, 2025
From
UBS
Via
Business Wire
UBS Welcomes Financial Advisor Bryan Davidson in Scottsdale, Arizona
October 27, 2025
From
UBS
Via
Business Wire
Seaport Capital Club is revolutionizing the entire investment landscape.
October 24, 2025
Via
Binary News Network
AI Hashrate Investment Surges 420%: NB HASH Emerges as Wall Street’s Inflation-Proof Hedge Leader
October 24, 2025
Via
TheNewswire.com
Topics
Artificial Intelligence
Economy
UBS Hires Financial Advisor Michael Shain in Greenville, South Carolina
October 20, 2025
From
UBS
Via
Business Wire
UBS Expands in Michigan With New Ann Arbor Office and Hires Five-Person Advisor Team
October 17, 2025
From
UBS
Via
Business Wire
Tara Guiliano of Nuveen Named 2025 Marketer of the Year by American Marketing Association Chicago Chapter
October 17, 2025
Chicago, Illinois--(Newsfile Corp. - October 17, 2025) - American Marketing Association Chicago Chapter (AMA Chicago), the largest chapter in the...
Via
Newsfile
UBS Hires Financial Advisor Robert Lauer in Franklin, Tennessee
October 16, 2025
From
UBS
Via
Business Wire
Fairclough Palmer AG Announces CHF 285M Investment in Montenegrin Banking Consolidation
October 08, 2025
Via
Press Release Distribution Service
UBS Advisor Team Wise River Advisors Named to Barron’s Top 250 Private Wealth Management Teams
October 07, 2025
From
UBS
Via
Business Wire
Best Deals on 2025-26 New York Islanders Hockey Tickets – Use CITY10 to Save at CapitalCityTickets.com
October 06, 2025
Via
AB Newswire
UBS declares coupon payments on 12 ETRACS Exchange Traded Notes
October 06, 2025
From
UBS AG
Via
Business Wire
Power Trading Opens Institutional-Grade Trading System to Asian Brokers
October 06, 2025
Via
Press Release Distribution Service
Topics
Stocks
UBS Presents First-Ever Horology Exhibition Curated by Hodinkee Founder Ben Clymer
October 06, 2025
From
UBS
Via
Business Wire
UBS Advisor Team The Schultz Group in Phoenix Named to Barron’s Top 250 Private Wealth Management Teams
September 18, 2025
From
UBS Global Wealth Management US
Via
Business Wire
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