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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
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SMX (Security Matters) Public Limited Company - Ordinary Shares
(NQ:
SMX
)
6.370
+0.110 (+1.76%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Apr 10, 2026
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All News about SMX (Security Matters) Public Limited Company - Ordinary Shares
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SMX Empowers a New Era of Smart Consumption: Better Plastic, Not Higher Prices
March 23, 2026
Via
ACCESS Newswire
The Great Repricing of Plastic: How Recycling is Moving from ESG Narrative to Economic Reality
March 23, 2026
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SMX Reinforces Trust, Traceability, and Market Value Across Rare Earths and Precious Metals
March 21, 2026
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SMX Redefines Trust, Provenance, and Transparency in the Global Luxury Market
March 21, 2026
Via
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SMX Establishes a New Framework for Verification and Visibility Across Global Energy Supply Chains
March 21, 2026
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SMX Redefines Global Commerce as Material Efficiency and Validation Emerge as the New Currency
March 20, 2026
Via
ACCESS Newswire
SMX Brings A New Standard Of Authenticity And Traceability To The Global Luxury Goods Market
March 20, 2026
Via
ACCESS Newswire
SMX Secures the Value and Integrity of Rare Earth and Precious Metals in a Rapidly Evolving Global Market
March 20, 2026
Via
ACCESS Newswire
SMX Reinvents Trust and Control Across Global Oil and Gas Supply Chains
March 20, 2026
Via
ACCESS Newswire
SMX Builds The Digital Backbone For Verified Materials With Blockchain-Enabled Traceability
March 20, 2026
Via
ACCESS Newswire
SMX -- Technology That Will Save You Money
March 20, 2026
Via
ACCESS Newswire
SMX Leads the Material Efficiency Revolution as Oil and Gas Volatility Drives Up the Cost of Everyday Goods
March 20, 2026
Via
ACCESS Newswire
Stocks Under $10: IBRX, VTIX, NDRA, SMX – 2026 Watch Now!
March 19, 2026
Via
AB Newswire
SMX Powers The New Materials Economy As Energy Costs Redefine Global Supply Chains
March 19, 2026
Via
ACCESS Newswire
SMX Secures the Backbone of the Global Critical Minerals Economy
March 18, 2026
Via
ACCESS Newswire
SMX Fortifies Energy Supply Networks With Embedded Verification Technology
March 18, 2026
Via
ACCESS Newswire
SMX Secures the Global Race for Rare Earths and Critical Minerals
March 16, 2026
Via
ACCESS Newswire
SMX Technology Secures Global Energy Supply Chains, Protecting Oil and Gas Investments
March 16, 2026
Via
ACCESS Newswire
SMX's Molecular Traceability Technology Strengthens Verification Across Global Oil and Gas Supply Chains
March 13, 2026
Via
ACCESS Newswire
A New Layer of Security for Global Energy Markets: Molecular Traceability Comes to Oil and Gas Supply Chains
March 12, 2026
Via
ACCESS Newswire
From Speculation To Verified Digital Assets: SMX Brings Real-World Commodities Into The Blockchain Era As Global Markets Demand Proof
March 11, 2026
Via
ACCESS Newswire
Protecting Trillions in Energy Assets: How Molecular Traceability is Helping Safeguard Global Oil and Gas Investments
March 11, 2026
Via
ACCESS Newswire
Protecting Trillions in Energy Assets: How SMX Technology Helps Defend Investment and ROI in Global Oil and Gas Supply Chains
March 09, 2026
Via
ACCESS Newswire
SMX and LIQOS, by algo21, Partner to Build the World's First Tokenized Market Infrastructure for Verified Industrial Materials
March 09, 2026
Via
ACCESS Newswire
SMX: The Company that Secures the World
March 06, 2026
Via
ACCESS Newswire
SMX Strengthens Transparency and Security for Australia’s Rare Earth Supply Chains to the US
March 05, 2026
Via
ACCESS Newswire
SMX: The Company That Secures the World - Whether in Peace or War
March 05, 2026
Via
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SMX: Delivering Stability, Transparency, and Asset Protection in an Era of Global Uncertainty
March 04, 2026
Via
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SMX's Silver-Traceability Technology Strengthens Security, Transparency, and Supply-Chain Resilience Amid Global Market Turbulence
March 04, 2026
Via
ACCESS Newswire
SMX's Gold-Traceability Technology Emerges as a Stabilizing Force Amid Global Uncertainty
March 04, 2026
Via
ACCESS Newswire
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