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home
about us
Investment Approach
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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
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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
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
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A2Z Cust2Mate Solutions Corp. - Common Shares
(NQ:
AZ
)
6.450
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Feb 9, 2026
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All News about A2Z Cust2Mate Solutions Corp. - Common Shares
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A2Z Cust2Mate Launches Dedicated AI and Business Insight Division In Line with Next-Gen Smart Cart Rollout
October 09, 2025
Via
ACCESS Newswire
A2Z Cust2Mate Secures Additional Retail Media Milestone with Lego Adds Commission-Based Revenue Stream
October 01, 2025
Via
ACCESS Newswire
Cust2Mate Survey Reveals 61% of Shoppers Ready to Embrace Smart Shopping Carts
September 25, 2025
Via
ACCESS Newswire
A2Z Cust2Mate Signs Toys "R" Us and The Red Pirate in Landmark Retail Media Deals
September 22, 2025
Via
ACCESS Newswire
A2Z Cust2Mate Completes Oversubscribed $45 Million Equity Raise, Anchored by Leading Global Financial Institutions
September 19, 2025
Via
ACCESS Newswire
A2Z Announces Reverse Share Split
October 03, 2024
Via
ACCESSWIRE
A2Z Cust2Mate - Follow Up Order from Franprix
September 27, 2024
Via
ACCESSWIRE
A2Z and Nayax Capital Sign Framework Agreements to Enable Global Financing for the Sale or Lease of Cust2Mate Smart Carts Integrated with Nayax's Solutions
September 25, 2024
From
NayaxA2Z Cust2Mate Solutions Corp.
Via
ACN Newswire
TechMediaBreaks – A2Z Cust2Mate Solutions Corp. (NASDAQ: AZ) Prices $45 Million Upsized, Oversubscribed Offering
September 17, 2025
Via
Investor Brand Network
A2Z Cust2Mate Solutions Corp. Announces Pricing of US$45 Million Upsized and Oversubscribed Public Offering of Common Shares
September 16, 2025
Via
ACCESS Newswire
A2Z Cust2Mate Solutions Corp. Announces Proposed Public Offering
September 16, 2025
Via
ACCESS Newswire
InvestorNewsBreaks – A2Z Cust2Mate Solutions Corp. (NASDAQ: AZ) Appoints Fraser Neil as Chief Sales Officer to Drive Global Expansion
September 11, 2025
Via
Investor Brand Network
Cust2Mate Appoints Fraser Neil as Chief Sales Officer to Lead Global Sales Expansion
September 11, 2025
Via
ACCESS Newswire
InvestorNewsBreaks – A2Z Cust2Mate Solutions Corp. (NASDAQ: AZ) Secures Rights to Monetize Smart Cart Retail Media and Data at Yochananof
September 08, 2025
Via
Investor Brand Network
12 Industrials Stocks Moving In Monday's Pre-Market Session
↗
September 08, 2025
Via
Benzinga
A2Z Cust2Mate Unveils Breakthrough Agreement for Retail Digital Asset Monetization
September 08, 2025
Via
ACCESS Newswire
InvestorNewsBreaks – A2Z Cust2Mate Solutions Corp. (NASDAQ: AZ) Announces $55 Million Smart Cart Purchase Order with Yochananof
September 04, 2025
Via
Investor Brand Network
A2Z Cust2Mate Secures $55M Order from Leading Supermarket Chain "Yochananof" for Smart Shopping Carts Rollout
September 03, 2025
Via
ACCESS Newswire
ASML, J B Hunt Transport And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
↗
July 16, 2025
Via
Benzinga
A2Z Cust2Mate Secures Order for 3,000 Smart Carts Valued at Over $25 Million From Latin American Partner Trixo
June 17, 2025
Via
ACCESS Newswire
TechMediaBreaks – A2Z Cust2Mate Solutions Corp. (NASDAQ: AZ) (FRA: A3CSQ) Prices $30M Public Offering, Concurrent Registered Direct
January 30, 2025
Via
Investor Brand Network
A2Z Cust2Mate Solutions Corp. Announces Pricing of US$30 Million Public Offering and Concurrent Registered Direct Offering
January 27, 2025
Via
ACCESS Newswire
A2Z Cust2Mate Solutions Corp. Announces Proposed Public Offering
January 27, 2025
Via
ACCESS Newswire
A2Z Cust2Mate Solutions Corp. Announces Aggregate US$12.5 Million Registered Direct Offering, Priced at $6.40 Per Share, with No Warrants
December 13, 2024
Via
ACCESSWIRE
iAccess Alpha's Buyside Best Ideas Virtual Winter Conference December 10-11, 2024
December 06, 2024
Via
ACCESSWIRE
A2Z Cust2Mate Solutions Corp. to Participate in 13th Annual ROTH Technology Conference November 19-20, 2024
November 07, 2024
Via
ACCESSWIRE
A2Z Fully Compliant with Nasdaq Listing Requirements; Warrant Extension
October 23, 2024
Via
ACCESSWIRE
A2Z Cust2Mate Solutions Corp. Announces Aggregate US$1.8 Million Registered Direct Offering, Priced at $2.80 Per Share, with No Warrants
October 11, 2024
Via
ACCESSWIRE
A2Z Signs Framework Agreement with Trixo for Installation and Support Services in Anticipation of Rollout of Smart Carts with Mexican and Central American Retailers
October 10, 2024
Via
ACCESSWIRE
A2Z Cust2Mate Solutions Corp. Announces Aggregate US$4,057,500 Million Registered Direct Offering, priced at $0.75 per share, with no warrants
October 02, 2024
Via
ACCESSWIRE
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