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home
about us
Investment Approach
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Firm ADV PDFs
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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
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SMX (Security Matters) Public Limited Company - Ordinary Shares
(NQ:
SMX
)
28.16
-5.80 (-17.08%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 8, 2026
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California's Chance: Allow Global Brands and the Plastic Industry Invest in Proof, Not Punishment (NASDAQ: SMX)
October 21, 2025
Via
ACCESS Newswire
Tuesday's session: top gainers and losers
↗
October 21, 2025
Stay up-to-date with the latest market trends one hour before the close of the markets on Tuesday. Explore the top gainers and losers during today's session in our detailed report.
Via
Chartmill
Rolling Stone Isn't Singing Solo - A Global Chorus Is Echoing SMX's "Proof" as the Anthem of Circularity (NASDAQ:SMX)
October 21, 2025
Via
ACCESS Newswire
11 Information Technology Stocks Moving In Tuesday's Intraday Session
↗
October 21, 2025
Via
Benzinga
Proof Before Panic: Why SMX's Technology Is Global Security's Missing Layer (NASDAQ:SMX)
October 21, 2025
Via
ACCESS Newswire
SMX Provides Brands What Matters Most: Trust
October 21, 2025
Via
ACCESS Newswire
What's going on in today's session
↗
October 21, 2025
Keep an eye on the top gainers and losers in Tuesday's session, as they reflect the most notable price movements.
Via
Chartmill
SMX Brings Scientific Proof to eCommerce, Making Authenticity Instant and Automatic (NASDAQ:SMX)
October 21, 2025
Via
ACCESS Newswire
Could PROOF Stop the Next Homeland Invasion? SMX Thinks So (NASDAQ:SMX)
October 21, 2025
Via
ACCESS Newswire
SMX Announces Effective Date of Reverse Stock Split
October 21, 2025
Via
ACCESS Newswire
How SMX Could End the Rare-Earth Guessing Game for Good (NASDAQ:SMX)
October 21, 2025
Via
ACCESS Newswire
SMX Just Armed the New Cold War; This Time, the Battle Is Fought for Proof, Not Power
October 20, 2025
Via
ACCESS Newswire
SMX Launches 100% Authentic Guarantee Technology (NASDAQ:SMX)
October 16, 2025
Via
ACCESS Newswire
SMX Can Deliver 100% Authentic Guarantee to e-Commerce Giants Using Proof Over Perception (NASDAQ: SMX)
October 15, 2025
Via
ACCESS Newswire
Compliance Couture: How SMX and CETI are Changing the Rules for Fashion Sustainability (NASDAQ: SMX)
October 15, 2025
Via
ACCESS Newswire
Compliance Couture: How SMX and CETI are Changing the Rules for Fashion Sustainability (NASDAQ:SMX)
October 15, 2025
Via
ACCESS Newswire
SMX Empowers Gen X, Millennials, and Gen Z to Invest in Proof Over Promises (NASDAQ:SMX)
October 14, 2025
Via
ACCESS Newswire
Rolling Stone Started the Chorus and SMX Ended It with an Ultimate Mic Drop (NASDAQ:SMX)
October 14, 2025
Via
ACCESS Newswire
Proof Is the New Plastic: SMX Turns Sustainability Into an $824 Billion Market Opportunity (NASDAQ:SMX)
October 14, 2025
Via
ACCESS Newswire
SMX and CETI End Luxury Fashion Guesswork; Fake Fashion Faces Its End (NASDAQ: SMX)
October 13, 2025
Via
ACCESS Newswire
Rolling Stone Dives Into the Science Behind SMX's Proof-Driven Circularity Platform (NASDAQ: SMX)
October 13, 2025
Via
ACCESS Newswire
FDA-Compliant Molecular Marking Positions SMX to Dominate the $824B Global Recycling Market (NASDAQ: SMX)
October 09, 2025
Via
ACCESS Newswire
Rolling Stone Magazine Makes SMX a Headliner, Declaring its "PROOF is the New Flex" (NASDAQ:SMX)
October 09, 2025
Via
ACCESS Newswire
SMX Scores the Big Three - Cultural Validation from Rolling Stone, Compliance Leadership, and Proof as Currency (NASDAQ: SMX)
October 09, 2025
Via
ACCESS Newswire
Rolling Stone Joins a Growing Media Consensus Around SMX's Proof-Driven Circularity Platform (NASDAQ:SMX)
October 09, 2025
Via
ACCESS Newswire
Rolling Stone Leads a Global Media Chorus on SMX's Proof-Minted Recycling Platform (NASDAQ: SMX)
October 08, 2025
Via
ACCESS Newswire
Rolling Stone Leads an Editorial Chorus Spotlighting SMX’s Recycling Platform Mint (NASDAQ: SMX)
October 08, 2025
Via
ACCESS Newswire
Recycling Rules Without Proof Are Just Non-Negotiable Paper; SMX Turns Them Into Tradable Currency (NASDAQ: SMX)
October 08, 2025
Via
ACCESS Newswire
The SIM Card Attack No One's Ready For - And the SMX Technology That Can Stop It (NASDAQ: SMX)
October 08, 2025
Via
ACCESS Newswire
Rolling Stone, USA Today, Morning Honey, Straits Times, and Other Editorial Power Hitters Highlight SMX's World-Changing Circularity Platform (NASDAQ:SMX)
October 08, 2025
Via
ACCESS Newswire
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