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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
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
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Sample Portfolio
Back Dated Performance Reports
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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
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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
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TAF® Program
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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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EdgeTI Announces Highly Strategic and Accretive Transaction with Austal Ltd. (ASB) by Executing Definitive Agreements to Acquire the Operations of Austal Australia's Digital Advanced Technology Division in an All Share Transaction at CAD $1.00 Resulting
November 04, 2025
Strategic Rationale & Highlights of the Transaction: EdgeTI to establish Western Australia subsidiary based in Perth, WA to hire and...
Via
Newsfile
AI & Technology Virtual Investor Conference: Presentations Now Available for Online Viewing
April 04, 2025
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
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GlobeNewswire
AI & Technology Virtual Investor Conference Agenda Announced for April 3rd
April 01, 2025
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
edgeTI to Present at the AI and Technology Virtual Investor Conference on April 3rd
March 27, 2025
edgeTI invites individual and institutional investors, as well as advisors and analysts, to attend online at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
Small Cap Growth Virtual Investor Conference: Presentations Now Available for Online Viewing
February 07, 2025
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
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GlobeNewswire
Small Cap Growth Virtual Investor Conference Agenda Announced for February 6th
February 04, 2025
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
Edge Total Intelligence to Present at the Small Cap Growth Virtual Investor Conference February 6th
February 04, 2025
Company invites individual and institutional investors, as well as advisors and analysts, to attend online at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
Victory Square Technologies Announces Transaction Involving Its Wholly Owned Subsidiary, BlockX
August 08, 2024
From
Victory Square Technologies Inc.
Via
GlobeNewswire
Edge Total Intelligence Inc. Reports Second Quarter 2023 and Consolidated 2023 Results
August 29, 2023
From
Edge Total Intelligence Inc.
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GlobeNewswire
Edge Total Intelligence Announces Results of Annual General Meeting
August 24, 2023
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Edge Total Intelligence Inc.
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GlobeNewswire
EdgeTI to Present its Proven Data Mesh Platform at OELS2023
August 09, 2023
edgeCore creates Situational Awareness Across Operational Energy Systems
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Edge Total Intelligence Inc.
Via
GlobeNewswire
AFCEA’s TechNet Augusta 2023 Taps EdgeTI to Present Digital Twins Data Mesh Solution
August 02, 2023
edgeCore COTS Solution Advances Decision Making to the Speed of Relevance
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Via
GlobeNewswire
edgeTI Provides Update on Debt Settlement
July 21, 2023
From
Edge Total Intelligence Inc.
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GlobeNewswire
VA Selects Edge Technologies for a Five-year Contract Extension to Visualize and Empower Pharmacy Monitoring Automation
July 11, 2023
From
Edge Total Intelligence Inc.
Via
GlobeNewswire
edgeTI Converts Credit Facility with Lotus to Shares
June 30, 2023
From
Edge Total Intelligence Inc.
Via
GlobeNewswire
edgeTI to Present AI Innovation at TechConnect World Innovation 2023
June 15, 2023
edgeCore’s Digital Twin Solution Drives Increased AI/ML Accuracy and Time to Value
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Edge Total Intelligence Inc.
Via
GlobeNewswire
edgeTI Announces Fast Path to Safe and Successful AI
June 13, 2023
Simplify AI, Increase Transparency, and Build Trust with Adoption Programs
From
Edge Total Intelligence Inc.
Via
GlobeNewswire
Edge Total Intelligence Appoints New Chief Financial Officer
June 12, 2023
From
Edge Total Intelligence Inc.
Via
GlobeNewswire
Edge Total Intelligence Announces DTC Eligibility for OTCQB Listing
June 07, 2023
From
Edge Total Intelligence Inc.
Via
GlobeNewswire
Edge Total Intelligence Reports First Quarter 2023 Results
May 30, 2023
EdgeTI also Reports Issuance of Warrants and Marketing Services Contract
From
Edge Total Intelligence Inc.
Via
GlobeNewswire
Edge Total Intelligence Listed as a Sample Vendor in the Gartner® Emerging Tech Impact Radar: Hyperautomation Report
May 16, 2023
Report surveys the most important emerging technologies for hyperautomation.
From
Edge Total Intelligence Inc.
Via
GlobeNewswire
edgeTI™ and Grokstream Form Strategic AIOps Partnership to Expedite AI-Driven Transformation in IT Operations
May 09, 2023
Lightweight Behavioral AIOps Set to Increase IT Efficiency and Automate Predicted Failure Resolutions
From
Edge Total Intelligence Inc.
Via
GlobeNewswire
Edge Total Intelligence Reports Full Year and Q4 2022 Results
May 01, 2023
EdgeTI Positioned to Operationalize AI, Automation, and Digital Twin Solutions
From
Edge Total Intelligence Inc.
Via
GlobeNewswire
edgeCore 4.5 is Easier, Fluid, and More Powerful Than Ever
April 25, 2023
Latest Release Operationalizes AI for Faster, Better Action in Operations
From
Edge Total Intelligence Inc.
Via
GlobeNewswire
Mission-Driven Health Care Insurer Renews and Modernizes its IT Operations with edgeTI
April 04, 2023
Renewal Lays Groundwork to Operationalize AI and Further Digital Twins
From
Edge Total Intelligence Inc.
Via
GlobeNewswire
edgeTI Hires Social Media Firm Outside the Box Capital
March 30, 2023
Effort to Increases News Flow to Investors via Social Media
From
Edge Total Intelligence Inc.
Via
GlobeNewswire
edgeTI Adds Generative AI to its Growing List of AI-Powered Solutions
March 21, 2023
Unique Integration of ChatGPT Across Enterprise Solutions Improves User Interaction and Accelerates Business Performance
From
Edge Total Intelligence Inc.
Via
GlobeNewswire
edgeTI Increases Line of Credit with Lotus and Adds Conversion Option
March 20, 2023
Amended Credit Facility to Focus on Retail and Institutional Investor Awareness
From
Edge Total Intelligence Inc.
Via
GlobeNewswire
edgeTI’s CEO Provides 2023 Outlook and Path Forward
March 16, 2023
Software Firm Positioned to Operationalize AI and Other Digital Innovations
From
Edge Total Intelligence Inc.
Via
GlobeNewswire
Edge Technologies Awarded Contract from Idaho Environmental Coalition
March 01, 2023
edgeCore Platform to Deliver Real-Time Actionable Dashboards as part of Idaho Cleanup Project
From
Edge Total Intelligence Inc.
Via
GlobeNewswire
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