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home
about us
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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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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
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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TAF® Program
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Additional Information
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Event Schedule
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Financial Gravity Companies Inc
(OP:
FGCO
)
0.0867
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Updated: 9:35 AM EDT, Oct 28, 2025
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Press Releases about Financial Gravity Companies Inc
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Financial Gravity Companies, Inc. Announces Credit Facility with Prospeq to Support Advisor Acquisitions and Transition FinancingLakeway, TX – October 1, 2025 – Financial Gravity Companies, Inc. (OTC:
October 01, 2025
Comtex News Network, Inc. is a content specialist offering actionable news distribution, global syndication, and traffic for your content
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Financial Gravity Welcomes New Family Office Director Loren James Grabau
August 14, 2025
Comtex News Network, Inc. is a content specialist offering actionable news distribution, global syndication, and traffic for your content
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News Direct
Financial Gravity Welcomes New Family Office Director John Drawdy
December 07, 2023
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) welcomes John Drawdy aboard as a Family Office Director.
Via
TheNewswire.com
Financial Gravity Welcomes New Family Office Director Jemel Smith
November 22, 2023
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Jemel Smith aboard as a Family Office Director.
Via
TheNewswire.com
Financial Gravity Welcomes New Family Office Director Vardan Pogosian
July 19, 2023
Subject: Financial Gravity Welcomes New Family Office Director Vardan Pogosian
Via
TheNewswire.com
Financial Gravity Welcomes New Family Office Director Mitch Monson
July 02, 2025
Financial Gravity Welcomes New Family Office Director Mitch Monson
Via
News Direct
Financial Gravity Welcomes New Family Office Director Kristopher Blasl
May 08, 2024
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Kristopher Blasl aboard as a Family Office Director.
Via
TheNewswire.com
Topics
Retirement
Financial Gravity Welcomes Kaili Winters back to Financial Gravity as our Chief Compliance Officer and Strategy Implementation Lead
April 16, 2024
Financial Gravity Companies, Inc. (OTC: FGCO), a leading provider of innovative financial services solutions, is excited to welcome Kaili Winters back to Financial Gravity as our Chief Compliance...
Via
TheNewswire.com
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April 16, 2024
Financial Gravity Companies, Inc. (OTC: FGCO), a leading provider of innovative financial services solutions, is excited to welcome Kaili Winters back to Financial Gravity as our Chief Compliance...
Via
TheNewswire.com
Financial Gravity Announces Appointment of Financial Services Industry Veteran Michael French as Executive Vice President (EVP)
April 11, 2024
Financial Gravity Companies, Inc. (OTC: FGCO), a leading provider of innovative financial services solutions, is excited to announce the appointment of Financial Services Industry Veteran Michael...
Via
TheNewswire.com
Topics
Retirement
Financial Gravity Welcomes Announces Profitability Milestone in Q4 2023
February 09, 2024
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”), a leading financial services provider, announced today that it achieved profitability for the first time in the quarter ending...
Via
TheNewswire.com
Financial Gravity Welcomes New Family Office Director Alan Scher
December 28, 2023
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) welcomes Alan Scher aboard as a Family Office Director.
Via
TheNewswire.com
Skyview Wealth Management's Roy Kelsey Joins Financial Gravity Team, Bringing Over $20 Million in Assets
December 22, 2023
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) announces Skyview Wealth Management's Roy Kelsey Joins Financial Gravity Team, Bringing Over $20 Million in Assets.
Via
TheNewswire.com
Financial Gravity Welcomes New Family Office Director Chakra Yendapally
December 13, 2023
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) welcomes Chakra Yendapally aboard as a Family Office Director.
Via
TheNewswire.com
Topics
Retirement
Financial Gravity Welcomes New Family Office Director Sabina Pan
October 26, 2023
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Sabina Pan, CPA, MBA, CFF, aboard as a Family Office Director.
Via
TheNewswire.com
Financial Gravity Welcomes New Family Office Director Don Mergener
October 17, 2023
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Don Mergener aboard as a Family Office Director.
Via
TheNewswire.com
Financial Gravity Welcomes New Family Office Director Josh Rahn
September 13, 2023
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Josh Rahn aboard as a Family Office Director.
Via
TheNewswire.com
Topics
Retirement
Financial Gravity Welcomes New Family Office Director William Stevens
August 23, 2023
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes William Stevens aboard as a Family Office Director.
Via
TheNewswire.com
Financial Gravity Welcomes New Family Office Director Kristine Breckenridge
August 17, 2023
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Kristine Breckenridge aboard as a Family Office Director.
Via
TheNewswire.com
Financial Gravity Announces Exceptional Quarter-Over-Quarter Revenue Growth
August 07, 2023
Austin, Texas, August 7, 2023, Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”), a leading financial services firm, proudly announces exceptional quarter-over-quarter revenue growth,...
Via
TheNewswire.com
Financial Gravity Announces Acquisition of Approximately $80 Million AUM from Prominent Ohio-Based Investment Advisor, Marathon Financial Group, LLC, and its Owner J’Neanne Theus
July 27, 2023
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Announces Acquisition of Approximately $80 Million AUM from Prominent Ohio-Based Investment Advisor, Marathon Financial Group, LLC,...
Via
TheNewswire.com
Financial Gravity Welcomes New Family Office Director Diane Gibson
July 06, 2023
Austin, Texas, July 6, 2023, Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Diane Gibson aboard as a Family Office Director.
Via
TheNewswire.com
Financial Gravity Welcomes New Family Office Director Richard (Joe) Cumley
June 27, 2023
Austin, Texas, June 27, 2023, Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Richard (Joe) Cumley aboard as a Family Office Director.
Via
TheNewswire.com
Financial Gravity Welcomes New Family Office Director Ray Rathel
June 22, 2023
Austin, Texas, June 21, 2023, Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Ray Rathel aboard as a Family Office Director.
Via
TheNewswire.com
Financial Gravity Welcomes New Family Office Director Angie Bhasin
June 14, 2023
Austin, Texas, June 14, 2023, Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Angie Bhasin aboard as a Family Office Director
Via
TheNewswire.com
Financial Gravity Announces Successful Completion of Transaction and $150 Million Increase in Assets Under Management
June 07, 2023
Austin, Texas, June 7, 2023, Financial Gravity Companies, Inc. (OTC: FGCO) is excited to announce the successful completion of a transaction with CAMBRIDGE CAPE COD ADVISORS, LLC. The transaction...
Via
TheNewswire.com
Financial Gravity Welcomes New Family Office Director Jessica Aldulaimi
May 18, 2023
Austin, Texas, April 5, 2023, Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Jessica Aldulaimi aboard as a Family Office Director
Via
TheNewswire.com
Financial Gravity Releases “Winning the Wallet Share War”
May 03, 2023
Austin, Texas, May 3, 2023, Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”), the leading provider of multi-family office solutions for tax professionals, today announced the release...
Via
TheNewswire.com
Financial Gravity Welcomes New Family Office Director John Walters
April 27, 2023
Austin, Texas, April 27, 2023, Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) welcomes John Walters aboard as a Family Office Director.
Via
TheNewswire.com
Financial Gravity Announces Successful Completion of Transaction and Increase in Assets Under Management
April 19, 2023
Financial Gravity Companies, Inc. (OTC: FGCO) is excited to announce the successful completion of its recent transaction with Trusted Advisor/Trusted Team LLC dba Retirement Extender®. The transaction...
Via
TheNewswire.com
Topics
Retirement
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