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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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OTC Markets Group Inc
(OP:
OTCM
)
53.32
-0.12 (-0.22%)
Streaming Delayed Price
Updated: 3:57 PM EST, Jan 9, 2026
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All News about OTC Markets Group Inc
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OTC Markets Group Welcomes Frontera Energy Corporation to OTCQX
November 14, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes OceanaGold (Philippines), Inc. to OTCQX
November 13, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Reports Third Quarter 2025 Financial Results Delivering Strong Revenue, Operating Income, and Earnings Growth
November 12, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes District Metals Corp. to OTCQX
November 12, 2025
From
OTC Markets
Via
GlobeNewswire
A Look at OTC Markets Gr's Upcoming Earnings Report
↗
November 11, 2025
Via
Benzinga
OTC Markets Group Welcomes Organto Foods Inc. to OTCQX
November 10, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes SUN SILVER LTD. to OTCQX
November 06, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Announces Third Quarter 2025 Earnings Conference Call and Webcast
November 05, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Moon Inc. to OTCQX
November 05, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes First Reliance Bancshares, Inc. to OTCQX
November 04, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Meren Energy Inc. to OTCQX
November 03, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Announces Quarterly Index Performance and Rebalancing
October 24, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Aviva PLC to OTCQX
October 22, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Lynas Rare Earths Limited to OTCQX
October 30, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes GiG Software PLC to OTCQX
October 20, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Midnight Sun Mining Corp to OTCQX
October 20, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Seneca Bancorp, Inc. to OTCQX
October 16, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Aspira Women's Health Inc. to OTCQX
October 14, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Locksley Resources Limited to OTCQX
October 13, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes D3 Energy Limited to OTCQX
October 08, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Mineros S.A. to OTCQX
October 03, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Alaska Silver Corp. to OTCQX
October 02, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Capstone Green Energy Holdings, Inc. to OTCQX
September 26, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Radisson Mining Resources Inc. to OTCQX
September 25, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Bitcoin Treasury Corporation to OTCQX
September 18, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Expands Data Availability via ICE Consolidated Feed, Unlocking Greater Global Access to Overnight Trading
September 15, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes First Nordic Metals Corp. to OTCQX
September 12, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes ACG Metals Limited to OTCQX
September 09, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Horizon Kinetics Holding Corporation to OTCQX
September 05, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Associated Capital Group, Inc. to OTCQX
September 05, 2025
From
OTC Markets
Via
GlobeNewswire
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