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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
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Client Information
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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
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Liquid Avatar Technologies Inc
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Aftermath Islands Metaverse Launches Mobile Play to Earn Game for In Game Tokens and NFTs - Lost Kingdom of T'Sara
January 26, 2022
Adventure based mining and staking blockchain game allows players to earn rewards TORONTO, ON and BRIDGETOWN, BARBADOS / ACCESSWIRE / January 26, 2022 / Oasis Digital Studios Limited ("Oasis"), a...
From
Liquid Avatar Technologies Inc.
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AccessWire
Aftermath Islands Partner Hourglass Escapes to Create Unique Virtual Escape Room Experiences for Its Metaverse
January 25, 2022
Popular adventures allow players to participate in metaverse team play and earn rewards TORONTO, ON, BRIDGETOWN, BARBADOS and SEATTLE, WA / ACCESSWIRE / January 25, 2022 / Oasis Digital Studios Limited...
From
Liquid Avatar Technologies Inc.
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AccessWire
Aftermath Islands launches 3D Houses and Ultrarare Hover Bike NFTs for use in the Metaverse
January 24, 2022
Players will be able to furnish, entertain and virtually live in new houses and ride on Hover Bikes TORONTO, ON and BRIDGETOWN, BARBADOS / ACCESSWIRE / January 24, 2022 / Oasis Digital Studios Limited...
From
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AccessWire
Liquid Avatar Technologies and Ontario Convenience Stores Association (OSCA) Deliver Successful Pilot of Digital Age-Verification Solutions to Reach over 8,000 Retail Locations
January 20, 2022
Smart Age enables digital credentials for identity, access, and qualifications to be verified at point-of-sale payment terminals using the same globally-accessible platform as financial, debit and...
From
Liquid Avatar Technologies Inc.
Via
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Topics
Credit Cards
World Food Championships Enters NFT Market with Partners Gourmet NFT and Oasis Digital Studios
January 17, 2022
World renowned tournament Chefs to offer award-winning recipes NASHVILLE, TN, HOUSTON, TX and TORONTO, ON / ACCESSWIRE / January 17, 2022 / Oasis Digital Studios Limited ("Oasis"), a wholly owned...
From
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Aftermath Islands Metaverse Begins Phase 3 of Virtual Islands
January 06, 2022
After successful Phase 1 and 2 sales of Metaverse properties with over 89% of virtual estate land sold out, new virtual islands bring capabilities like Player versus Player and collectible NFTs...
From
Liquid Avatar Technologies Inc.
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Liquid Avatar Technologies, Oasis Digital Studios and Apex Comics Group Present Los Angeles Comic Con Exclusive Programs and Offers
December 02, 2021
Augmented Reality digital scavenger hunt, FREE Metaverse Virtual Land, Avatars, digital Dragon and Dinosaur eggs, celebrity appearances, panels, exclusive comic book signings & more. TORONTO, ON and...
From
Liquid Avatar Technologies Inc.
Via
AccessWire
Topics
Religion
Oasis Digital Studios Exercises Option to Acquire 50% Ownership of Aftermath Islands Metaverse
December 01, 2021
Oasis will have the principal day to day control of all Aftermath Islands activities BRIDGETOWN, BARBADOS, MALAGA, SPAIN, and TORONTO, ON / ACCESSWIRE / December 1, 2021 - Oasis Digital Studios Limited...
From
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Economy
Liquid Avatar Technologies and Bonifii Make Verifiable Credentials Accessible for People and Financial Institutions in the Metaverse
November 30, 2021
DENVER, CO and TORONTO, ON / ACCESSWIRE / November 30, 2021 / Liquid Avatar Technologies Inc. (CSE:LQID)(OTCQB:LQAVF)(FRA:4T51), a global blockchain, digital identity and fintech solutions company, and...
From
Liquid Avatar Technologies Inc.
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AccessWire
Topics
Fraud
Oasis Client Gourmet NFT to Adopt New Technology to Automatically Generate NFTs as Purchased
November 24, 2021
Recipes from famous restaurants, award-winning culinary talents, and chef's kitchen recipes available as digital collectibles online and in-restaurants and other facilities. TORONTO, ON, LOS ANGELES,...
From
Liquid Avatar Technologies Inc.
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AccessWire
Topics
Credit Cards
Meta Hero Project: 3D, Fully Animated, Customizable and Personalized Metaverse-Ready Avatars Showcasing at L.A. Comic Con
November 23, 2021
NFT features include fully rigged game-ready, customizable, and personalized 3D avatars for the metaverse infused with super skills and powers. BRIDGETOWN, BARBADOS and TORONTO, ON / ACCESSWIRE /...
From
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Aftermath Islands Metaverse Begins Release of New Virtual Islands Ahead of Upcoming L.A. Comic Con
November 22, 2021
First group of virtual islands for phase 2 now available ahead of major industry event. BRIDGETOWN, BARBADOS and MALAGA, SPAIN and TORONTO, ON / ACCESSWIRE / November 22, 2021 / Oasis Digital Studios...
From
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Cannabis
Economy
Aftermath Islands Partners with Primo Gardens to Create Cannabis Cove the First Metaverse Island Group Dedicated to Cannabis Sector
November 18, 2021
Metaverse island group will support the cannabis industry and businesses with Liquid Avatar Technologies providing digital identity solutions for gated access and age verification. BRIDGETOWN,...
From
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AccessWire
Topics
Artificial Intelligence
Cannabis
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Aftermath Islands Partners with Vegas.com Creator to Launch Vegas Island in the Metaverse
November 16, 2021
New virtual island will support "Las Vegas-type" industries and businesses with Liquid Avatar Technologies providing digital identity solutions for gated access and age and location verification...
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Liquid Avatar Technologies Inc.
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AccessWire
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Credit Cards
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Intellectual Property
Aftermath Islands Unveils Homes and Other Dwellings for Purchase as NFTs on Metaverse Platform Following Successful Phase 1 Sale of Virtual Land
November 12, 2021
New videos offer players a glimpse of upcoming virtual island concepts and introduce customized dwellings and other in-game features BRIDGETOWN, BARBADOS, MALAGA, SPAIN and TORONTO, ON / ACCESSWIRE /...
From
Liquid Avatar Technologies Inc.
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AccessWire
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Credit Cards
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Oasis Digital Studios Brings Celebrated Beatles Cartoon Animator and Director Ron Campbell to Digital Collectors
August 23, 2021
Presenting a fun collection of digital collectables featuring Beatles Animation Artwork by Ron Campbell, Director of the Saturday Morning The Beatles™ TV Cartoon series and animator on the film Yellow...
Via
TheNewswire.com
New Technology from Liquid Avatar Provides Digital Verifiable Credentials for Covid-19 Testing
August 11, 2021
Amidst continuous health concerns, the Liquid Avatar Credential Ecosystem (LAVCE) empowers businesses and governments to improve individual and location safety and security with verifiable healthcare...
Via
TheNewswire.com
Topics
Fraud
Oasis Digital Studios Brings Legendary Icon Steve McQueen and Porsche 917K No. 22 from Le Mans to Digital Collectors
August 06, 2021
While the famed vehicle goes up on the auction block, Oasis NFTs bring the iconic actor and automobile images to digital collectors
Via
TheNewswire.com
Oasis Digital Studios Brings The Outer Space Men Collectible Characters to Worldwide Asset eXchange(TM)
July 27, 2021
Inspired by space exploration and the original iconic Colorforms toys of the 1960s, Oasis Digital Studios, Apex Comics Group and Deadpool co-creator Fabian Nicieza, have teamed-up to re-imagine the...
Via
TheNewswire.com
Liquid Avatar and Oasis Studios together with Apex Comics Group at Comic-Con International: San Diego @Home Event on July 24th
July 22, 2021
Event offers a sneak peek at new and exciting marketing and program offerings launching 2nd half of 2021.
Via
TheNewswire.com
Liquid Avatar Launches Update Website to Introduce its SaaS Business Programs and Provides Update on Early Warrant Exercise and Incentive Share Program
July 19, 2021
Via
TheNewswire.com
Liquid Avatar Commends Ontario's Vaccination Efforts and Updates the Liquid Avatar Verifiable Credentials Ecosystem to Support Digital COVID-19 Testing and Vaccine Records
July 19, 2021
Toronto, Canada - TheNewswire - July 19, 2021 – Liquid Avatar Technologies Inc. (CNSX:LQID.CN) (OTCQB:LQAVF) (FRA:4T51) (“Liquid Avatar Technologies” or the “Company”), a global blockchain, digital...
Via
TheNewswire.com
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Liquid Avatar Technologies Joins Indicio Network Consortium to Drive Global Adoption of Decentralized Identity
July 06, 2021
Liquid Avatar Technologies Among 21 Industry Leaders from 5 Continents TORONTO, ON / ACCESSWIRE / July 6, 2021 / Liquid Avatar Technologies Inc. (CSE:LQID)(OTCQB:LQAVF)(FRA:4T51) ("Liquid Avatar...
From
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Demand for a Decentralized Approach to Digital Identity Drives Liquid Avatar Technologies Investment
June 24, 2021
TORONTO, ON / ACCESSWIRE / June 24, 2021 / Liquid Avatar Technologies Inc. (CSE:LQID)(OTCQB:LQAVF)(FRA:4T51) ("Liquid Avatar Technologies" or the "Company"), a global blockchain, digital identity, and...
From
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Liquid Avatar to Present at the Emerging Growth Conference on June 23, 2021
June 22, 2021
Liquid Avatar Technologies Inc. invites individual and institutional investors as well as advisors and analysts, to attend its real-time, interactive presentation at the Emerging Growth Conference...
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CEO Presenting on the First Emerging Growth / Investors Hub Joint Conference on June 23. Register Now
June 21, 2021
Niche Companies in Technology, Cryptocurrency & Blockchain, Biotech, Exploration and more in Attendance
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EIN Presswire
Liquid Avatar Technologies, Inc. Discusses The Growing Digital Identity Space and OTCQB Uplist with The Stock Day Podcast
June 17, 2021
Phoenix, Arizona--(Newsfile Corp. - June 17, 2021) - The Stock Day Podcast welcomed Liquid Avatar Technologies Inc. (OTCQB: LQAVF) ("the...
Via
Newsfile
BTV Stock Picks in Avatars, Helium, Gold and Palladium
June 17, 2021
Vancouver, British Columbia--(Newsfile Corp. - June 17, 2021) - On national TV Sat. June 19 & Sun. June 20,...
Via
Newsfile
Liquid Avatar Announces Early Exercise Warrant Incentive Program to Fuel Business Growth
June 10, 2021
Program Designed To Encourage the Early Exercise of Outstanding Warrants TORONTO, ON / ACCESSWIRE / June 10, 2021 / Liquid Avatar Technologies Inc. (CSE: LQID)(OTCQB:LQAVF)(FRA:4T51) ("Liquid Avatar...
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Liquid Avatar Technologies Inc. Commences Trading on the OTCQB
June 09, 2021
TORONTO, ON / ACCESSWIRE / June 9, 2021 /Liquid Avatar Technologies Inc. (CSE: LQID)(OTCQB:LQAVF)(FRA:4T51) ("Liquid Avatar Technologies" or the "Company"), a global blockchain, digital identity and...
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