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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
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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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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Graphex Group Limited American Depositary Shares
(NY:
GRFX
)
0.9600
UNCHANGED
Last Price
Updated: 8:00 PM EDT, May 14, 2025
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Press Releases about Graphex Group Limited American Depositary Shares
Graphex Group Provides Important Updates on its Global Mine-to-Battery Solution, Including the Separation of its US Subsidiary Graphex Technologies LLC into a Standalone U.S. company, and Financing for a 200% Production Increase over Current Levels
December 19, 2023
From
Graphex Group Limited
Via
Business Wire
Graphite for North America Graphex Group Receives Unsolicited Preliminary Offer and LOI to Buy Graphex Technologies and Propel its North American Expansion Strategy
December 06, 2023
From
Graphex Group Limited
Via
Business Wire
Graphex Technologies Reinforces its Diverse Mine-to-Battery Global Strategy Following the Announcement of Graphite Export Limits from China
October 25, 2023
From
Graphex Group Limited
Via
Business Wire
American Resources Corp. and Graphex Group Interviews to Air on the RedChip Money Report(R) on Bloomberg TV
August 18, 2023
Via
ACCESSWIRE
Graphex Technologies Announces New Offtake Agreement With Syrah Resources for High Quality Natural Flake Graphite From Their Balama Graphite Operation
August 01, 2023
From
Graphex Technologies, LLC
Via
Business Wire
ASP Isotopes and Graphex Group Interviews to Air on Bloomberg TV on the RedChip Money Report(R)
June 16, 2023
Via
ACCESSWIRE
Graphex Technologies Launches Its Strategic Advisory Committee
June 12, 2023
From
Graphex Technologies, LLC
Via
Business Wire
InvestorNewsBreaks – Gratomic Inc. (TSX.V: GRAT) (OTCQX: CBULF) (FSE: CB82), Graphex Technologies Move to Determine next Phase of Strategic Collaboration
June 08, 2023
Via
Investor Brand Network
Topics
Economy
Supply Chain
Graphex Technologies Receives Environmental Permit and Provides Updates on Michigan Developments
June 06, 2023
From
Graphex Technologies, LLC
Via
Business Wire
Soligenix, and Graphex Group Interviews to Air on Bloomberg TV on the RedChip Money Report(R)
June 02, 2023
Via
ACCESSWIRE
QYOU Media and Graphex Group Interviews to Air on Bloomberg TV on the RedChip Money Report(R)
May 26, 2023
Via
ACCESSWIRE
Graphex Group Announces Participation in Industry Panel Discussion on the Future of EV Batteries, Hosted by Renewable Energy World
May 09, 2023
From
Graphex Group Limited
Via
Business Wire
Graphex Group Limited (NYSE American: GRFX) Featured in Coverage of the Inaugural EF Hutton Global Conference
May 05, 2023
Via
Investor Brand Network
Topics
Intellectual Property
Supply Chain
Graphex Technologies Update: Global Expansion Progress and Business Strategy Highlights
February 23, 2023
From
Graphex Technologies LLC
Via
Business Wire
Graphex Technologies Announces LOI with Gratomic to Produce Natural Graphite Anode Material from Mine-to-Batteries
January 25, 2023
From
Graphex Group Limited
Via
Business Wire
Northern Graphite and Graphex Technologies Join Forces on Large-Scale Graphite Processing Facility Site Evaluations in Baie-Comeau
January 12, 2023
Ottawa, Ontario and Royal Oak, Michigan--(Newsfile Corp. - January 12, 2023) - Northern Graphite Corporation (TSXV: NGC) (OTCQB: NGPHF) (FSE:...
Via
Newsfile
Topics
Economy
Graphex Technologies and Northern Graphite Join Forces on Large-Scale Graphite Processing Facility Site Evaluations in Baie-Comeau
January 12, 2023
From
Graphex Technologies LLC
Via
Business Wire
Graphex Technologies Enters into MOU with Reforme Group Pty Ltd To Develop Graphite Manufacturing Facilities in Australia For Mine-to-Battery Graphite Supply to the EV Industry
December 29, 2022
From
Graphex Group Limited
Via
Business Wire
Graphex Technologies Announces LOI with Northern Graphite to Produce Natural Graphite Anode Material from Mine-to-Batteries in North America
December 21, 2022
From
Graphex Group Limited
Via
Business Wire
Graphex Group (NYSE American: GRFX) Provides Update on its U.S. Expansion Progress and Business Strategy Outline
August 22, 2022
Graphex Group Limited (NYSE American: GRFX) is focused on the research, development and commercialization of graphite and graphene-based renewable energy
Via
Spotlight Growth
Topics
Climate Change
Economy
Supply Chain
InvestorNewsBreaks – Graphex Group Limited (NYSE American: GRFX) Announces Pricing of Upsized $11.7M Public Offering
August 19, 2022
Via
Investor Brand Network
Topics
Electric Vehicles
Intellectual Property
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