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home
about us
Investment Approach
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Firm ADV PDFs
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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)
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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
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Sekur Private Data Ltd. Announces Price Increase of 35% to 110% on All Sekur Subscriptions – Adds New Features
July 16, 2025
Via
ACCESS Newswire
TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Releases AI & Tech Conference Presentation for Online Viewing
July 14, 2025
Via
Investor Brand Network
Topics
Artificial Intelligence
Sekur Private Data Ltd. AI & Technology Virtual Investor Conference Presentation Now Available for Online Viewing
July 14, 2025
Via
ACCESS Newswire
AI & Technology Virtual Investor Conference: Presentations Now Available for Online Viewing
July 11, 2025
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
Sekur Private Data Ltd. to Present at the AI & Technology Virtual Investor Conference July 10th 2025
July 08, 2025
Via
ACCESS Newswire
AI & Technology Virtual Investor Conference Agenda Announced for July 10th
July 08, 2025
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Appoints Christophe Kabeya to Lead Government, Corporate Sales in Central and Southern Africa
July 07, 2025
Via
Investor Brand Network
Sekur Private Data Ltd. Appoints Christophe Kabeya as Government and Corporate Sales Director for Central and Southern Africa
July 07, 2025
Via
ACCESS Newswire
InvestorNewsBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQB: SWISF) (FSE: GDT0) Closes CA$1.7 Million Private Placement to Fund Global Expansion
July 01, 2025
Via
Investor Brand Network
Sekur Private Data Ltd. Announces the Closing of its Non-Brokered Private Placement - Updated Count
June 30, 2025
Via
ACCESS Newswire
Sekur Private Data Ltd. Announces Closing of its Non-Brokered Private Placement - Insiders Participate in Offering
June 30, 2025
Via
ACCESS Newswire
Sekur Private Data Ltd. Announces Closing of Its Non-Brokered Private Placement
June 30, 2025
Via
ACCESS Newswire
TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Launches CA$2 Million Private Placement to Accelerate Global Marketing Push
June 20, 2025
Via
Investor Brand Network
Sekur Private Data Ltd. Announces Non-Brokered Private Placement
June 18, 2025
Via
ACCESS Newswire
TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Launches D.C.-Based Division to Protect Diplomats from Escalating Cyber Threats
June 04, 2025
Via
Investor Brand Network
Topics
Artificial Intelligence
Sekur Private Data Ltd. Launches Diplomatic Corps. and Government Division in Washington D.C.
June 04, 2025
Via
ACCESS Newswire
TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Appoints Strategic Advisory Board to Drive Global Growth and Government Engagement
June 02, 2025
Via
Investor Brand Network
Sekur Private Data Ltd. Announces Newly Constituted Strategic Advisory Board - Appoints Jill Kelley as Chair of the Board
June 02, 2025
Via
ACCESS Newswire
The Mag 7: BBLR, YGTFF, HCTI, ADHC, SWISF, LGMK, TWOH – June 2025 Penny Stock Undercard to Watch Now
May 30, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Intellectual Property
Pennies on the Rise: HCTI, SWISF, ADHC, NCNA Gain Traction Amid LargeCap Uncertainty – More Stocks Inside
May 19, 2025
Via
AB Newswire
TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Expands Into Africa with Focus on Cybersecurity for Government and Enterprise Clients
May 13, 2025
Via
Investor Brand Network
Sekur Private Data Ltd. In Discussions to Launch its Privacy Communications Solution in Several African Nations
May 13, 2025
Via
ACCESS Newswire
Sekur Private Data Ltd. (OTCQB: SWISF | CSE: SKUR) Launches U.S. Anti-Hacking Campaign Amid Surge in Cybersecurity Market – More Stocks Inside
May 09, 2025
Via
AB Newswire
TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Launches U.S. Consumer Campaign Amid Surge in Email Breaches
May 08, 2025
Via
Investor Brand Network
Sekur Private Data Ltd. Launches Marketing Campaign to Consumers Compromised by Email Data Breaches
May 08, 2025
Via
ACCESS Newswire
TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Closes First Tranche of Private Placement to Fund U.S. Marketing Push
April 30, 2025
Via
Investor Brand Network
Sekur Private Data Ltd. Announces Closing of First Tranche of its Non-Brokered Private Placement
April 30, 2025
Via
ACCESS Newswire
Microcap Stocks Surging: DMN, LGMK, AGMH, BON, DGLY – More Breakout Stocks Under 10 Cents Inside
April 29, 2025
Via
AB Newswire
TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Launches Stockhouse Campaign, Announces CA$420K Private Placement
April 24, 2025
Via
Investor Brand Network
Sekur Private Data Retains Stockhouse for International Awareness Campaign
April 23, 2025
Via
ACCESS Newswire
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