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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
Quarterly Performance Reports
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Press Releases about INXDF
CryptoNewsBreaks – Diamond Lake Minerals Inc. (DLMI) Positioned ‘Ahead of the Curve’ in Tokenization
March 28, 2024
Via
CryptoCurrencyWire
CryptoNewsBreaks – Diamond Lake Minerals Inc. (DLMI) Positioned ‘Ahead of the Curve’ in Tokenization
March 28, 2024
Via
Investor Brand Network
Small Cap Growth Virtual Investor Conference: Presentations Now Available for Online Viewing
July 14, 2023
Company Executives Share Vision and Answer Questions at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
INX CFO Renata Szkoda to Present at the Small Cap Growth Virtual Investor Conference
July 12, 2023
Company invites individual and institutional investors, as well as advisors and analysts, to attend in person or online at VirtualInvestorConferences.com
From
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GlobeNewswire
Small Cap Growth Virtual Investor Conference Agenda Announced for July 13th
July 10, 2023
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
INX is First to Convert Traditional Stock Shares of Public Company to Fully-Regulated Tokenized Shares
April 03, 2023
The INX Digital Company, Inc. (NEO:INXD, INXATS:INX, OTCQB:INXDF) ("INX"), a broker-dealer and inter-dealer broker, in partnership with Greenbriar Capital Corp. (GEBRF on the
Via
PressReach
Topics
Bonds
Economy
Coinbase Launches a ‘Wallet as a Service’ Business
March 23, 2023
Coinbase, the largest cryptocurrency exchange in the US, is launching a “wallet as a service” business that would allow companies to personalize blockchain wallets for their own consumers. The service...
Via
PressReach
Topics
Regulatory Compliance
INX Announces First-Ever Blockchain-Powered Dividend Distribution
March 23, 2023
The INX Digital Company, Inc. (NEO:INXD, INXATS:INX, OTCQB:INXDF) ("INX"), a broker-dealer and inter-dealer broker, announced today that it will facilitate the first security
Via
PressReach
Kraken Crypto Exchange to Shake Up Traditional Banking With its Own Bank for Digital Assets
March 16, 2023
Kraken, a well-known cryptocurrency exchange, has expanded into the banking industry with the introduction of Kraken Bank, aimed at providing banking services for digital currencies. Kraken Bank was...
Via
PressReach
Topics
Bonds
Regulatory Compliance
INX announces integration with Polygon
March 16, 2023
The INX Digital Company, Inc. (NEO:INXD, INXATS:INX, OTCQB:INXDF) ("INX"), a broker-dealer and inter-dealer broker, has announced today its full support of
Via
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Economy
INX Announces the Listing of Hashrate Asset Group’s (HAG) Bitcoin Mining Security Token
March 13, 2023
The INX Digital Company, Inc. (NEO:INXD, INXATS:INX, OTCQB:INXDF) ("INX"), a broker-dealer and an inter-dealer broker, announced today that Hashrate Asset Group ("HAG"), the
Via
PressReach
Topics
Regulatory Compliance
All New Market Movers: Today’s Top Stock Picks for New & Trending Opportunities
June 10, 2022
VANCOUVER, BC / ACCESSWIRE / June 10, 2022 / Investors want insight. Welcome to the Market Movers Newsletter where we have created a snapshot of new and trending companies that we think investors will...
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