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home
about us
Investment Approach
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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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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 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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Additional Information
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Back Dated Performance Reports
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Event Schedule
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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
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Wpf Holdings Inc
(OP:
WPFH
)
3.950
UNCHANGED
Last Price
Updated: 3:51 PM EDT, Sep 2, 2025
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Press Releases about Wpf Holdings Inc
GrocerIQ Holdings (OTC:GRIQ) Announces Patent-Pending Physical AI Technology for Automated Micro-Grocery Retail
December 03, 2025
Via
ACCESS Newswire
WPFH Appoints Greenspoon Marder as SEC Counsel
January 29, 2025
Via
ACCESS Newswire
WPFH Subsidiary GrocerIQ Signs Definitive Agreements to Develop and License Grocery Redemption Technologies
January 16, 2025
Via
ACCESS Newswire
WPF Holdings and GrocerIQ Announce Merger to Drive AI Innovation in Grocery Sector
December 17, 2024
Via
ACCESSWIRE
WPF Holdings Announces Spin-Off of Super App and Telemedicine Subsidiaries to NASDAQ-Listed Company
December 16, 2024
Via
ACCESSWIRE
WPF Holdings Appoints New CEO
May 17, 2024
MELBOURNE, FL - (NewMediaWire) - May 17, 2024 - WPF Holdings, Inc. (OTC PINK: WPFH) today announced the appointment of Angel Orrantia as President and Chief Executive Officer and as a member of the...
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TheNewswire.com
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Initial Public Offering
WPF Holdings Appoints New CEO
May 17, 2024
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NewMediaWire
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Initial Public Offering
WPF Holdings to Launch Vezbi Consumer Electronics Product Line
May 07, 2024
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NewMediaWire
WPF Holdings Announces Closing of Telehealth Company Acquisition
February 21, 2024
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NewMediaWire
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Update - WPF Holdings Updates Prospects for 2024
January 23, 2024
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NewMediaWire
WPF Holdings Updates Prospects for 2024
January 23, 2024
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NewMediaWire
Vezbi Super App Launches Tech Lab With Key Restaurant & Retail Acquisitions
October 05, 2023
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NewMediaWire
Vezbi Super App to Integrate WPFH Acquisition of International Telemedicine Company
October 04, 2023
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NewMediaWire
Vezbi Super App Announces, 'Andale Pay' International Remittance Service Launching in Over 300k Locations Throughout Latin America
October 03, 2023
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Vezbi Super App Enters Healthcare Sector
August 21, 2023
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Vezbi Super App Adds Leadership to AI Division
May 18, 2023
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Vezbi Super App Completes $10m Acquisition of Digital Wallet
May 04, 2023
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NewMediaWire
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Correction: WPF Holdings Completes Acquisition of Vezbi Super App
April 28, 2023
Los Angeles, CA - (NewMediaWire) - April 28, 2023 - WPF Holdings, Inc. (OTC PINK: WPFH), announces today that it has closed on the acquisition of a controlling interest in the outstanding shares of...
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NewMediaWire
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WPF Holdings Completes Acquisition of Vezbi Super App
April 27, 2023
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WPF Holdings Completes K-Pop E-Commerce Acquisition
January 24, 2023
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NewMediaWire
WPF Holdings Completes Corporate Restructuring
January 23, 2023
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KPOP 1004 Chain to Distribute BTS TinyTAN Products
January 26, 2022
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NewMediaWire
WPFH Announces Acquisition of KPOP 1004 Retail Chain
December 09, 2021
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