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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
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Siyata Mobile, Inc. - Common Shares
(NQ:
SYTA
)
3.070
UNCHANGED
Last Price
Updated: 4:00 PM EDT, Oct 6, 2025
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Siyata Mobile Improving Fleet Communications at Minnesota Coaches
June 12, 2023
Via
ACCESSWIRE
InvestorNewsBreaks – Siyata Mobile Inc. (NASDAQ: SYTA), CrisisGo Partner to Provide Groundbreaking Solution
June 08, 2023
Via
Investor Brand Network
Enhancing School Safety with Siyata Mobile's (NASDAQ: SYTA) SD7 Handheld Device and CrisisGo Integration
June 08, 2023
Over recent years, the sanctity and safety of American schools have increasingly been threatened by a growing wave of violence. Despite the assumption that these institutions should be havens of...
Via
TheNewswire.com
Enhancing School Safety with Siyata Mobile's (NASDAQ: SYTA) SD7 Handheld Device and CrisisGo Integration
June 08, 2023
Enhancing School Safety with Siyata Mobile's (NASDAQ: SYTA) SD7 Handheld Device and CrisisGo Integration
Via
News Direct
Siyata Mobile Announces $400,000 in New Orders
June 05, 2023
Via
ACCESSWIRE
Siyata Mobile Receives $1.2 Million Order to Provide In-Vehicle Devices and Video Monitoring for EMS Organization
June 01, 2023
Via
ACCESSWIRE
Earnings Preview: Siyata Mobile
↗
May 23, 2023
Via
Benzinga
Enhancing School Safety with Siyata Mobile’s (NASDAQ: SYTA) SD7 Handheld Device and CrisisGo Integration
June 08, 2023
Over recent years, the sanctity and safety of American schools have increasingly been threatened by a growing wave of violence.
Via
Spotlight Growth
InvestorNewsBreaks – Siyata Mobile Inc. (NASDAQ: SYTA) Secures $400K in New Orders
June 05, 2023
Via
Investor Brand Network
Why Lululemon Shares Are Trading Higher By 15%; Here Are 20 Stocks Moving Premarket
↗
June 02, 2023
Gainers Better Choice Company Inc. (NASDAQ: BTTR) shares rose 37% to $0.4522 in pre-market trading. Better Choice said it has selected Re:Amaze to assist in customer retention and acquisition for its...
Via
Benzinga
Siyata Mobile to Participate in Critical Communications World 2023 in Helsinki, Finland May 23 to 25
May 22, 2023
Via
ACCESSWIRE
Siyata Expands Global Distribution of Next-Generation Push-to-Talk Mobile Device in the Netherlands
May 17, 2023
Via
ACCESSWIRE
InvestorNewsBreaks – Siyata Mobile Inc. (NASDAQ: SYTA) (TSX.V: SIM) Receives Million-Dollar Order for In-Vehicle Devices, Video Monitoring Service
June 01, 2023
Via
Investor Brand Network
InvestorNewsBreaks – Siyata Mobile Inc. (NASDAQ: SYTA) to Present at the 13th Annual LD Micro Invitational
May 31, 2023
Via
Investor Brand Network
Siyata Mobile Inc. (NASDAQ:SYTA) returns to growth with first quarter revenue more than doubling compared to the first quarter last year on strengthening sales
May 31, 2023
Via
AB Newswire
Siyata Mobile Announces Upcoming Earnings Release and Conference Call Schedule
May 11, 2023
Via
ACCESSWIRE
InvestorNewsBreaks – Siyata Mobile Inc. (NASDAQ: SYTA) (TSX.V: SIM) Reports on Q1 2023 Financial Results
May 25, 2023
Via
Investor Brand Network
Why Nutanix Shares Are Trading Higher By 16%; Here Are 20 Stocks Moving Premarket
↗
May 25, 2023
Gainers Nano Labs Ltd (NASDAQ: NA) shares rose 125% to $3.15 in pre-market trading.
Via
Benzinga
Siyata Mobile Announces First Quarter 2023 Financial Results
May 24, 2023
Via
ACCESSWIRE
Earnings Scheduled For May 24, 2023
↗
May 24, 2023
Companies Reporting Before The Bell • Bank of Nova Scotia (NYSE:BNS) is estimated to report quarterly earnings at $1.78 per share on revenue of $8.09 billion.
Via
Benzinga
InvestorNewsBreaks – Siyata Mobile Inc. (NASDAQ: SYTA) to Attend, Exhibit at Global Three-Day Critical Communications World 2023 Event
May 22, 2023
Via
Investor Brand Network
Topics
Supply Chain
InvestorNewsBreaks – Siyata Mobile Inc. (NASDAQ: SYTA) Expands Global Reach of SD7 Handset to New Region
May 17, 2023
Via
Investor Brand Network
InvestorNewsBreaks – Siyata Mobile Inc. (NASDAQ: SYTA) Announces Q4 and FY 2022 Financial Results
May 16, 2023
Via
Investor Brand Network
Siyata Mobile Announces Fourth Quarter and Full-Year 2022 Financial Results
May 16, 2023
Via
ACCESSWIRE
InvestorNewsBreaks – Siyata Mobile Inc. (NASDAQ: SYTA) Schedules Earnings Release and Conference Call
May 11, 2023
Via
Investor Brand Network
Siyata Mobile Expands Footprint in Education Vertical with over $900,000 Order to Supply a U.S. School District with SD7 Handsets
May 03, 2023
Via
ACCESSWIRE
Benzinga's Top Ratings Upgrades, Downgrades For May 1, 2023
↗
May 01, 2023
Via
Benzinga
InvestorNewsBreaks – Siyata Mobile Inc. (NASDAQ: SYTA) Announces Participation for Inaugural EF Hutton Global Conference
April 25, 2023
Via
Investor Brand Network
Siyata Mobile to Participate in 1x1 Meetings at The Inaugural EF Hutton Global Conference
April 25, 2023
Via
ACCESSWIRE
InvestorNewsBreaks – Siyata Mobile Inc. (NASDAQ: SYTA) (TSX.V: SIM) Announces Addition of Leading Distributor to Expanding Network
April 24, 2023
Via
Investor Brand Network
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