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home
about us
Investment Approach
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Team Biographies
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)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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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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Bitcoin, Ethereum, Solana Treasury Companies Need To Manage Market Volatility, Franklin Templeton Report Warns
↗
July 03, 2025
Corporate crypto treasury strategies offer substantial opportunities but also carry the risk of a damaging feedback loop, according to a Franklin Templeton Digital Assets report.
Via
Benzinga
Anthony Scaramucci Predicts Bitcoin Treasury Frenzy 'Will Fade'
↗
July 03, 2025
Anthony Scaramucci, founder and managing partner of SkyBridge Capital, believes the recent surge in public companies adopting crypto treasury strategies is unlikely to last.
Via
Benzinga
Japanese Bitcoin Stock: Michael Saylor-Inspired Company Leaves Galaxy, CleanSpark Trailing, Becomes Fifth-Largest BTC Corporate Holder
↗
June 30, 2025
Japanese investment firm Metaplanet Inc. (OTC:MTPLF) surpassed a couple more Nasdaq-listed companies to become the fifth-largest Bitcoin (CRYPTO: BTC) corporate holder on Monday.
Via
Benzinga
Corporate Bitcoin Buying Spree: Booming Strategy Or Ticking Financial Time Bomb?
↗
June 27, 2025
Major U.S.
Via
Benzinga
'Asia's MicroStrategy' Metaplanet Acquires Additional 1,234 Bitcoin As ETFs Extend 12-Day Inflow Streak
↗
June 26, 2025
Metaplanet (OTC:MTPLF), the Tokyo-listed investment firm, announced the purchase of an additional 1,234 Bitcoin (CRYPTO: BTC) on Wednesday, bringing its total
Via
Benzinga
Topics
ETFs
Strategy, Metaplanet Continue Bitcoin Treasury Push But The Pace Is Slowing
↗
May 28, 2025
Two of the most prominent corporate backers of Bitcoin (CRYPTO: BTC), Strategy (NASDAQ:MSTR) and Japan-based Metaplanet (OTCQX:MTPLF),
Via
Benzinga
El Salvador's Bitcoin Holdings Show $357 Million In Unrealized Profit As Bitcoin Closes At Record Highs
↗
May 19, 2025
El Salvador's bold foray into Bitcoin (CRYPTO: BTC) has entered a new chapter o
Via
Benzinga
Strategy Adds $555 Million In Bitcoin, Ups Stash To 538,200 BTC
↗
April 21, 2025
Strategy (NASDAQ:MSTR) has acquired an additional 6,556 Bitcoin (CRYPTO: BTC) for approximately $555.8 million,
Via
Benzinga
OTC Markets Group Announces Quarterly Index Performance and Rebalancing
April 21, 2025
From
OTC Markets
Via
GlobeNewswire
Warren Buffett Dislikes Bitcoin—But Berkshire Hathaway Finds Itself Linked To BTC ETFs Through One Of Its Biggest Holdings
↗
April 18, 2025
Warren Buffett's anti-Bitcoin (CRYPTO: BTC) rhetoric has long been discussed in market circles, with many trying to comprehend why one of the world's most valuable assets failed to impress the "Oracle...
Via
Benzinga
Topics
ETFs
Isaac Newton-inspired Crypto Defies Gravity, Soars 7600% Since The Year Began
↗
April 18, 2025
A cryptocurrency project inspired by scientific great Isaac Newton has quietly made waves this year, with its native coin's year-to-date explosion leaving reputable names far behind.
Via
Benzinga
Fartcoin Gets The Better Of Dogecoin, Shiba Inu Again, Becomes Most Bought Token By 'Smart Money'
↗
April 16, 2025
Fartcoin continued to outpace legacy meme coins like Dogecoin (CRYPTO: DOGE) and Shiba Inu, registering rallies that defied market trends.
Via
Benzinga
Despite Unrealized Losses, Semler Scientific Plans $500 Million Securities Offering To Boost Bitcoin Holdings
↗
April 16, 2025
Healthcare technology company Semler Scientific Inc. (NASDAQ:SMLR) announced its latest securities offering Tuesday to add to its fast-expanding Bitcoin (CRYPTO: BTC) stockpile.
Via
Benzinga
Eric Trump Celebrates Metaplanet's Bitcoin Moonshot As 'Asia's Strategy' Rockets Into Top 10 Corporate Holders With $388 Million BTC Stash
↗
April 15, 2025
Eric Trump, strategic advisor to Japan-based Metaplanet Inc. (OTC:MTPLF), cheered the firm’s jump in Bitcoin (CRYPTO: BTC) holdings over the last year.
Via
Benzinga
Topics
Government
Bitcoin Slips 12% In 3 Months Despite Corporate Buying – What's Behind The Decline And What's Next?
↗
April 02, 2025
Bitcoin (CRYPTO: BTC) is increasingly popular among corporate buyers, with on-chain data suggesting ongoing accumulation by other
Via
Benzinga
Eric Trump Named Advisor to Metaplanet, Japanese Bitcoin Firm Whose Stock Surged 2,152% In The Last Year
↗
March 21, 2025
Japan-based Bitcoin (CRYPTO: BTC) hoarding company Metaplanet Inc. (OTC:MTPLF) announced the appointment of Eric Trump, President Donald Trump's son, as a strategic advisor on Friday.
Via
Benzinga
Topics
Government
'Asia's MicroStrategy' Metaplanet Targets 21,000 Bitcoin Holdings By End Of 2026
↗
January 28, 2025
‘Asia’s MicroStrategy’ Metaplanet (OTC:MTPLF) has announced an ambitious plan to significantly expand its Bitcoin (C
Via
Benzinga
OTC Markets Group Welcomes Metaplanet Inc. to OTCQX
December 19, 2024
From
OTC Markets
Via
GlobeNewswire
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