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home
about us
Investment Approach
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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
Services, Fees and Compensation
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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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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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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Galaxy Digital Holdings Ltd
(TSX:
GLXY
)
31.73
-1.64 (-4.91%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 29, 2025
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Press Releases about Galaxy Digital Holdings Ltd
State Street Investment Management and Galaxy Digital Partner to Tokenize Private Liquidity Fund, With Planned Seed Investment from Ondo
December 10, 2025
From
State Street Corporation
Via
Business Wire
DDC Enterprise Announces Collaboration with Galaxy to Elevate Trading Capabilities
August 07, 2025
From
DDC Enterprise Limited
Via
Business Wire
CI Global Asset Management Launches Solana ETF with 0% Management Fee for First Three Months
April 16, 2025
From
CI Global Asset Management
Via
Business Wire
Global Blockchain Artificial Intelligence Market Size Estimated to Reach $4.33 Billion By 2034
July 23, 2025
EQNX::TICKER_START (OTCPK:ISTKF),(CSE:ISTK),(NASDAQ:MSTR),(NASDAQ:GLXY),(NASDAQ:MARA),(NASDAQ:RIOT) EQNX::TICKER_END
Via
FinancialNewsMedia
Topics
Artificial Intelligence
Fraud
Soluna Secures $5 Million in Non-Dilutive Debt Financing from Galaxy Digital
March 18, 2025
From
Soluna Holdings, Inc.
Via
Business Wire
Global Blockchain Artificial Intelligence Market Size Estimated to Reach $4.33 Billion By 2034
July 23, 2025
From
FN Media Group LLC
Via
GlobeNewswire
State Street Global Advisors Debuts Three Digital Asset and Disruptive Technology ETFs Actively Managed By Galaxy Asset Management
September 10, 2024
From
State Street Corporation
Via
Business Wire
State Street Global Advisors and Galaxy Asset Management Join Forces to Introduce Investors to The Next Evolution of Digital Asset Investing
June 26, 2024
From
State Street Corporation
Via
Business Wire
AI & Technology Hybrid Investor Conference Agenda: Presentations Now Available for Online Viewing
April 12, 2024
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
AI & Technology Hybrid Investor Conference Presented by Water Tower Research Agenda Announced for April 10 and 11
April 09, 2024
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
Galaxy Digital to Present at the AI & Technology Hybrid Investor Conference Presented by Water Tower Research on April 10
April 01, 2024
Company invites individual and institutional investors, as well as advisors and analysts, to attend in person or online at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
TeraWulf Announces Appointment of New Independent Directors to the Board
January 12, 2024
Christopher Jarvis and Amanda Fabiano to join the TeraWulf Board
From
Terawulf Inc.
Via
GlobeNewswire
Leading Digital Collectible Platform Candy Digital Announces Series A1 Fundraise
January 05, 2023
From
Candy Digital
Via
Business Wire
Crypto Giants Look to Buy Assets From Failed Crypto Exchange
September 01, 2022
FN Media Group Presents Microsmallcap.com Market Commentary New York, NY – September 1, 2022 – The crypto bear market isn’t all bad after all. It turns out the downturn provides excellent opportunities...
Via
FinancialNewsMedia
Topics
Bankruptcy
Governments Embracing Regulated Crypto Exchanges With Open Arms
February 17, 2022
FN Media Group Presents Microsmallcap.com Market Commentary New York, NY – February 17, 2022 – The digital currency and decentralized finance (DeFi) industry and the companies within it may have been...
Via
FinancialNewsMedia
Top Canadian Trading App Finally Embraces Crypto Fully
February 04, 2022
FN Media Group Presents Microsmallcap.com Market Commentary New York, NY – February 4, 2022 – In 2020, Wealthsimple dipped its toes into crypto by offering Bitcoin and Ethereum trading. Now, the online...
Via
FinancialNewsMedia
New $75M DeFi Fund Signals Big Investment in Blockchain
January 19, 2022
FN Media Group Presents Microsmallcap.com Market Commentary New York, NY – January 19, 2022 – Decentral Park Capital, an early-stage investment firm, now with $140 million in assets under management,...
Via
FinancialNewsMedia
Global Crypto Asset Management Market Size Is Projected To Grow To USD $1.2 Billion By 2026
November 04, 2021
Palm Beach, FL – November 4, 2021 – FinancialNewsMedia.com News Commentary – The growth of cryptocurrency over the last few years has been remarkable across developed countries. The cryptocurrency...
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