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home
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Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
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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
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Sample Portfolio
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Back Dated Performance Reports
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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
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Fees & Compensation
Estate Planning
Financial Planning
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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
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OTC Markets Group Announces the 2025 OTCQX Best 50
January 15, 2025
From
OTC Markets
Via
GlobeNewswire
NYSE Arca Files Form 19b-4 To Uplist the Bitwise 10 Crypto Index Fund (BITW) as an ETP
November 14, 2024
From
Bitwise Asset Management
Via
Business Wire
Blockchain & Digital Assets Virtual Investor Conference: Presentations Now Available for Online Viewing
April 26, 2024
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
Blockchain & Digital Assets Virtual Investor Conference Agenda Announced for April 25th
April 22, 2024
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
OTC Markets Group Announces the 2024 OTCQX Best 50
January 18, 2024
From
OTC Markets
Via
GlobeNewswire
Bitwise Debuts National TV Ad on Bitcoin — “Bitwise Is Interesting”
December 18, 2023
From
Bitwise Asset Management
Via
Business Wire
AETH and BTOP, Two First-of-Their-Kind Ethereum Futures ETFs From Bitwise, Launch Today
October 02, 2023
From
Bitwise Asset Management
Via
Business Wire
AETH and BTOP, Two First-of-their-Kind Ethereum Futures ETFs From Bitwise, Intend to Launch October 2
September 29, 2023
From
Bitwise Asset Management
Via
Business Wire
Bitwise Crypto Industry Innovators ETF (NYSE: BITQ) Crosses $100M in Assets Under Management
July 13, 2023
From
Bitwise Asset Management
Via
Business Wire
Bitwise Expands Crypto SMA Suite With Three New Strategies via Eaglebrook; Serves Growing Demand From Financial Advisors for Direct Crypto Holdings
April 12, 2023
From
Bitwise Asset Management
Via
Business Wire
Annual Bitwise/VettaFi Survey Finds 60% of Financial Advisors Are Long-Term Bullish on Crypto Despite Volatile Market
January 25, 2023
From
Bitwise Asset Management
Via
Business Wire
Bitwise Announces Results of December 2022 Month-End Crypto Index Reconstitution
January 04, 2023
From
Bitwise Asset Management
Via
Business Wire
Bitwise Announces Results of November 2022 Month-End Crypto Index Reconstitution
December 01, 2022
From
Bitwise Asset Management
Via
Business Wire
Bitwise Announces Results of October 2022 Month-End Crypto Index Reconstitution
November 01, 2022
From
Bitwise Asset Management
Via
Business Wire
Bitwise Announces Results of September 2022 Month-End Crypto Index Reconstitution
October 06, 2022
From
Bitwise Asset Management
Via
Business Wire
New Bitwise Web3 ETF (BWEB) Set To Capture One of the Biggest Growth Opportunities in Tech
October 04, 2022
From
Bitwise Asset Management
Via
Business Wire
Bitwise Announces Results of August 2022 Month-End Crypto Index Reconstitution
September 01, 2022
From
Bitwise Asset Management
Via
Business Wire
Bitwise Announces Results of June 2022 Month-End Crypto Index Reconstitution
July 01, 2022
From
Bitwise Asset Management
Via
Business Wire
Matthew Ball, Multicoin Capital, and Bitwise Asset Management Join Forces To Launch Metaverse Crypto Index; Corresponding Fund Available Through Bitwise
June 07, 2022
From
Bitwise Asset Management
Via
Business Wire
Bitwise Announces Results of May 2022 Month-End Crypto Index Reconstitution
June 01, 2022
From
Bitwise Asset Management
Via
Business Wire
Bitwise Announces Results of April 2022 Month-End Crypto Index Reconstitution
May 02, 2022
From
Bitwise Asset Management
Via
Business Wire
Bitwise Announces Results of March 2022 Month-End Crypto Index Reconstitution
April 01, 2022
From
Bitwise Asset Management
Via
Business Wire
Bitwise Launches First Full-Length TV Ad, Highlighting Importance of a Trusted Guide in Crypto
March 14, 2022
From
Bitwise Asset Management
Via
Business Wire
Bitwise’s Sales Team Receives DACFP Certification in Blockchain and Digital Assets
February 14, 2022
From
Bitwise Asset Management
Via
Business Wire
CORRECTING and REPLACING Bitwise Announces Results of January 2022 Month-End Crypto Index Reconstitution
February 07, 2022
From
Bitwise Index Services
Via
Business Wire
Bitwise Announces Results of January 2022 Month-End Crypto Index Reconstitution
February 01, 2022
From
Bitwise Index Services
Via
Business Wire
94% of Advisors Received Questions About Crypto from Clients in 2021, Bitwise/ETF Trends Survey Finds
January 20, 2022
From
Bitwise Asset Management
Via
Business Wire
Bitwise Announces Results of December 2021 Month-End Crypto Index Reconstitution
January 03, 2022
From
Bitwise Asset Management
Via
Business Wire
Bitwise Announces Results of November 2021 Month-End Crypto Index Reconstitution
December 01, 2021
From
Bitwise Asset Management
Via
Business Wire
Bitwise Debuts First-Ever National TV Ad, Part of New 2022 Awareness Campaign
November 29, 2021
From
Bitwise Asset Management
Via
Business Wire
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