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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
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
Tax-Free Income Seminar
Bond Fund Seminar
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WISeKey International Holding Ltd - American Depositary Shares
(NQ:
WKEY
)
8.400
-0.350 (-4.00%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 26, 2025
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Press Releases about WISeKey International Holding Ltd - American Depositary Shares
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WISeKey Issues Year-End CEO Letter to Shareholders
December 22, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey and OISTE Foundation Presented During the World Human Rights Concert at the United Nations Headquarters in Geneva
December 18, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey, SEALSQ and WISeSat.Space Successfully Launch Their New Satellite Aboard SpaceX Mission
December 01, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey International Holding Ltd Announces Plans to Redomicile to the British Virgin Islands
November 18, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey International Holding AG (Nasdaq: WKEY) and Columbus Acquisition Corp. (Nasdaq: COLA) Execute Definitive Business Combination Agreement to Publicly List WISeKey’s Subsidiary WISeSat.Space Corp. Under The Name WISeSat.Space Holdings
November 10, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey and Swiss Armed Forces Advance Quantum-Secure Satellite Security
November 04, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey Affiliate WISeSat.Space Teams Up with INNOSPACE for Post-Quantum Satellite Launches
October 29, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey’s WISeSat.Space to Test Post-Quantum Communication from Space During SpaceX Launch on November 10, 2025
October 15, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey Announces 9M 2025 Preliminary Revenue and Key Financial Metrics
October 14, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey’s Subsidiaries, SEALSQ and SEALCOIN AG, Unite to Future-Proof AI Agents with Post-Quantum Security
October 01, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey Reports H1 2025 Results; Updates on the Quantum Convergence Strategy Underpinned by a Strong Balance Sheet
September 23, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeSat.Space announced at Paris Space Week the Launch this fourth quarter with a World First: SEALCOIN Exchange from Space Opening the Way for Blockchain Transactions in Orbit
September 16, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey’s WISeSat Subsidiary Expand its Ground Segment Network in Switzerland
August 28, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey Unveils Its Next-Generation WISeID: A Fully Decentralized Identity Platform for People and Objects
August 25, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
SEALCOIN and Thomson Metavisio Bring Decentralized Computing to Consumer Laptops
August 13, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeSat.Space to Attend “Small Satellite Conference” in Salt Lake City on August 10 – 13
August 12, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
SEALSQ Receives Final Approval from the French Ministry of the Economy, Finance and Industrial and Digital Sovereignty and Completes Acquisition of IC’ALPS
August 04, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey Renews WebTrust Compliance for OISTE/WISeKey Global Root of Trust
July 29, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
EnduroSat and WISeSat.Space Partner to Deliver Quantum-Resilient Secure IoT Nanosatellite Infrastructure
July 28, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey and SEALSQ Confirm New Cross-Border Center of Excellence for the 4th Industrial Revolution Activated Between La Line and Gibraltar
July 21, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey Shareholders Approved All Agenda Items of the 2025 Annual General Meeting
June 30, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeSat.Space on Track to Deploy 100-Satellite Constellation by 2027 in Cooperation with WISekey and SEALSQ
June 27, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeSat Signs a Service Agreement with Astrocast to Allow Access to Astrocast’s Operational Satellite Constellation
June 25, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISe.ART Launches Mayte Spínola’s “Galactic Christ” into Space Aboard SpaceX Mission Pioneering Space-Based Art NFTs and Digital Expression
June 24, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey’s Subsidiaries WISeSat and SEALSQ Launch New Satellite with SpaceX, Enabling the First-Ever DePIN from Space and Advancing Quantum-Safe Space Communications
June 23, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
The Ministry for Digital Transformation and Public Administration of the Government of Spain has announced an investment of €19.6M in Quantix to Establish a Cybersecurity and Microelectronics Center in the Region of Murcia
June 17, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey Appoints Rolf Gobet to its Strategic Advisory Committee
June 16, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey International Holding Ltd Announces Adjournment of 2025 Annual General Meeting
June 04, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey’s WISeSat Confirms Next Satellite Launch Scheduled for Mid-June from California to Advance Quantum-Safe Space Communications
June 03, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey’s WISe.ART 3.0, One of the World’s First and Largest Web3 Marketplaces for Digital Art, Twins, NFTs, and Crypto Collectibles will be Presenting FABEN’s MLove at NFC Lisbon on June 5 on the Alpha Stage at 4:30
June 02, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
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