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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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(OP:
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0.3355
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Updated: 11:24 AM EST, Feb 20, 2026
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Naples Soap Company Named 2026 Clean Beauty Awards Finalist
February 20, 2026
Fort Myers, Florida--(Newsfile Corp. - February 20, 2026) - Naples Soap Company (OTCQB: NASO), a company that specializes in clean...
Via
Newsfile
Naples Soap Company Reopens Sanibel Store at Periwinkle Place
February 10, 2026
Fort Myers, Florida--(Newsfile Corp. - February 10, 2026) - Naples Soap Company (OTCQB: NASO), a company that specializes in clean...
Via
Newsfile
NetworkNewsBreaks – Naples Soap Company, Inc. (OTCQB: NASO) Appoints Carolyn Thielman as Fractional CFO
September 17, 2025
Via
Investor Brand Network
InvestorNewsBreaks – Naples Soap Company, Inc. (OTCQB: NASO) Appoints Carolyn Thielman as Fractional CFO
September 17, 2025
Via
Investor Brand Network
Naples Soap Company Appoints Bill Blevins to its Board of Directors
September 04, 2025
Naples, Florida--(Newsfile Corp. - September 4, 2025) - Naples Soap Company (OTCQB: NASO), known for nourishing body and hair care formulated...
Via
Newsfile
Naples Soap Company Appoints Beauty and Wellness Industry Veteran Carolyn Thielman as Fractional CFO
August 28, 2025
Naples, Florida--(Newsfile Corp. - August 28, 2025) - Naples Soap Company, Inc. (OTCQB: NASO), a national omni-channel retailer specializing in...
Via
Newsfile
Naples Soap Company Engages Samson Marshall to Drive Expansion and Operational Excellence
May 29, 2025
From
Naples Soap Company
Via
Business Wire
Naples Soap Company Upgrades to OTCQB - The Venture Market
May 27, 2025
From
Naples Soap Company
Via
Business Wire
Naples Soap Company, Inc. Announces Strategic Turnaround, Organizational and Financial Restructuring
April 08, 2025
From
Naples Soap Company
Via
Business Wire
Naples Soap Company Expands Advisory Board with Appointment of Andrea Cataneo of Callagy Law—High Profile Securities Attorney with Track Record of 200+ Capital Market Transactions
August 29, 2024
From
Naples Soap Company
Via
Business Wire
Naples Soap Company to Present at National Investment Bankers Association (NIBA) Conference in Florida on September 5, 2024
August 22, 2024
From
Naples Soap Company
Via
Business Wire
Naples Soap Company Retains Leading New York-Based Law Firm Sichenzia Ross Ference Carmel LLP as its SEC Legal Counsel to Support its Planned Uplisting and Growth
August 06, 2024
From
Naples Soap Company
Via
Business Wire
Naples Soap Company to Launch Crowdfunding Offering to Raise up to $5,000,000 with DealMaker, Plan to Uplist to Major National Exchange
August 16, 2024
From
Naples Soap Company
Via
Business Wire
Naples Soap Company Names Kim Wellen as Director of Sales to Expand Its Wholesale Division on a National Scale
August 01, 2024
From
Naples Soap Company
Via
Business Wire
Naples Soap Company to Integrate Revolutionary NASA Stem Cell Technology into its New Skincare Line
July 31, 2024
From
Naples Soap Company
Via
Business Wire
Gary Sims, Renowned Global Consumer Products Expert, Joins Naples Soap Company as Advisor
June 20, 2024
From
Naples Soap Company
Via
Business Wire
Naples Soap Company Appoints New Chief Financial Officer
June 12, 2024
From
Naples Soap Company
Via
Business Wire
Naples Soap Company Founder & CEO, Deanna Wallin, Receives Distinguished Entrepreneur Award from Florida SBDC at FGCU
May 14, 2024
From
Naples Soap Company
Via
Business Wire
Naples Soap Company Reports Record Revenues Driven by Same-Store Sales Increases
May 07, 2024
From
Naples Soap Company
Via
Business Wire
Naples Soap Company to Launch New Sensitive Skincare Line for High Demand $41 Billion Market
April 30, 2024
From
Naples Soap Company
Via
Business Wire
Naples Soap Company Receives Prestigious Beauty Industry Packaging Award
April 11, 2024
From
Naples Soap Company
Via
Business Wire
Naples Soap Company Relocates Store from Destin to Miramar Beach
March 14, 2024
From
Naples Soap Company
Via
Business Wire
Naples Soap Company Appoints Ira Miller to Its Board of Directors
March 07, 2024
From
Naples Soap Company
Via
Business Wire
Naples Soap Company Reports Preliminary 2023 Record Revenues and 2024 Growth Outlook
March 05, 2024
From
Naples Soap Company
Via
Business Wire
Naples Soap Company Announces Strategic Partnership with Zone Capital Partners
January 16, 2024
From
Naples Soap Company
Via
Business Wire
Naples Soap Company Announces Private Placement of Common Stock
January 02, 2024
From
Naples Soap Company
Via
Business Wire
Naples Soap Company Reports Record Sales and Dramatic Increases Throughout the Thanksgiving Holiday Sales Weekend Shattering National Averages
December 05, 2023
From
Naples Soap Company
Via
Business Wire
Naples Soap Company CEO Buys 1,666,667 Common Shares of Company Stock
November 08, 2023
From
Naples Soap Company
Via
Business Wire
Naples Soap Company Uplisting Approved - Commences Trading on the OTCQB Market
October 31, 2023
From
Naples Soap Company
Via
Business Wire
Naples Soap Company Enhances Ancillary Product Lines and Expands Wholesale Offerings
September 18, 2023
From
Naples Soap Company
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