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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Ubiquitech Software Corp
(OP:
UBQU
)
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Updated: 12:48 PM EDT, Apr 6, 2026
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Cannazall.com Announces New "Ships In 24 Hours or it's Free" Holiday Weekend Sale!
June 30, 2022
DENVER, CO / ACCESSWIRE / June 30, 2022 / Ubiquitech Software Corp. (OTC PINK:UBQU), through its operating subsidiary CannazALL™ is pleased to announce our new "Ships in 24 hours or it's free" Holiday...
From
Ubiquitech Software Corp.
Via
AccessWire
Cannazall.com Announces New Strategic Partnership with ADDShoppers
June 23, 2022
DENVER, CO / ACCESSWIRE / June 23, 2022 / Ubiquitech Software Corp. (OTC PINK:UBQU), through its operating subsidiary CannazALL™ is pleased to announce our new Strategic Partnership with AddShoppers,...
From
Ubiquitech Software Corp.
Via
AccessWire
CannazALL(TM) Offers all Shareholders and Existing Customers a Free One Year Choice Membership and 40% Off All Products Sitewide
June 14, 2022
DENVER, CO / ACCESSWIRE / June 14, 2022 / Ubiquitech Software Corp. (OTC:UBQU), through its operating subsidiary CannazALL™, is pleased to offer all shareholders and existing customers a free one-year...
From
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Ubiquitech Software Corporation Gives Mid-Year Review of its Corporate Update From 11.15.2021 for Cannazall.com
June 13, 2022
DENVER, CO / ACCESSWIRE / June 13, 2022 / Ubiquitech Software Corp. (OTC:UBQU), through its operating subsidiary CannazALL™, is pleased to give this mid-year review of its corporate update from...
From
Ubiquitech Software Corp.
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AccessWire
Ubiquitech Software Corporation Announces New Live Website and CBD Product Line for Cannazall(TM)
June 09, 2022
DENVER, CO / ACCESSWIRE / June 9, 2022 / Ubiquitech Software Corp. (OTC PINK:UBQU), through its operating subsidiary CannazALL™, is pleased to announce that its new Cannazall.com website with over 35...
From
Ubiquitech Software Corp.
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Ubiquitech Software Corporation Announces New State-Of-The-Art Website and Over 40 New CBD Products for Cannazall.com
January 06, 2022
DENVER, CO / ACCESSWIRE / January 6, 2022 / Ubiquitech Software Corp. (OTC PINK:UBQU), through its operating subsidiary CannazALL™ is pleased to announce there will be a new website for the CannazALL™...
From
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CannazALL Extends Successful Holiday Sale of its Popular CBD Products Through January 1st 2022
December 03, 2021
(UBQU) Announces that CannazALL™ will be offering a special holiday sale through January 1st to increase new customer base. DENVER, CO / ACCESSWIRE / December 3, 2021 / Ubiquitech Software Corp. (OTC...
From
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Ubiquitech Software Corporation Announces a 100% Increase in Registered Affiliates on its CannazALL CBD Website
December 01, 2021
(UBQU) announces increase in Affiliate partnerships on its popular CBD site CannazALL.com, with the Company expecting to see daily traffic growth as it moves into 2022 DENVER, CO / ACCESSWIRE /...
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Ubiquitech Software Corp. Reaches Debt Settlement Agreement
November 23, 2021
DENVER, CO / ACCESSWIRE / November 23, 2021 / Ubiquitech Software Corp. (OTC PINK:UBQU), through its operating subsidiary CannazALL™ (www.CannazALL.com) is announcing today that it has negotiated an...
From
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CannazALL(TM) Announces Special Black Friday Sale on Two of Its Most Popular Hemp Derived CBD Products
November 19, 2021
DENVER, CO / ACCESSWIRE / November 19, 2021 / Ubiquitech Software Corp. (OTC PINK:UBQU), through its operating subsidiary CannazALL™ is announcing its special Black Friday sale on two of its most...
From
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Ubiquitech Software Corporation Announces New Investor Relations Representative
November 17, 2021
DENVER, CO / ACCESSWIRE / November 17, 2021 / Ubiquitech Software Corp. (OTC PINK:UBQU), through its operating subsidiary CannazALL™ and in keeping with its news release of 11.15.2021 is announcing its...
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Ubiquitech Software Corp. Provides a Corporate Update
November 15, 2021
(UBQU) Gives complete corporate outlook and plan for CannazALL™, its subsidiary in the multi-billion-dollar hemp CBD industry DENVER, CO / ACCESSWIRE / November 15, 2021 / Ubiquitech Software Corp....
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