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Advantages of Our Bid Wanted System
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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
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Columbia Care Inc
(CSE:
CCHW
)
N/A
UNCHANGED
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Updated: 4:16 PM EDT, Aug 4, 2023
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Guernsey Issues Its First-Ever Medical Marijuana License: What It Means For This British Crown Territory
↗
February 02, 2022
The Bailiwick of Guernsey Cannabis Agency has issued its first license in relation to CBD production. A bailiwick, by the way, is the area of jurisdiction of a...
Via
Benzinga
Columbia Care to Report Fourth Quarter and Full Year 2021 Results on March 15, 2022
January 31, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Announces Receipt of Noteholder Consent for Amendment to Trust Indenture to Increase Debt Capacity
January 21, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Welcomes Derek Watson as Chief Financial Officer
January 18, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Announces Commencement of Noteholder Consent Solicitation to Increase Debt Capacity
January 06, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Opens its 80th Dispensary with New Cannabist Location in Virginia Beach
January 03, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Launches the UK’s Broadest Portfolio of Doseable Medical Cannabis Extract Vaporizer Pens; First Company to Manufacture Extract Vaporization Products in the UK
December 14, 2021
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Transforms Florida Footprint to New Award-Winning Cannabist Retail Experience
December 08, 2021
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Celebrates Inclusion in MSCI Canada Small Cap Index
November 30, 2021
From
Columbia Care Inc.
Via
Business Wire
Columbia Care is First U.S.-Based Cannabis Company to Win Platinum MarCom Award; Earns Top Honors for Cannabist Rebrand and Gold Award for Forage
November 19, 2021
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Brings Iconic Heavyweight Champion Mike Tyson’s Much-Anticipated Tyson 2.0 Cannabis Brand to Colorado
November 18, 2021
From
Columbia Care Inc.
Via
Business Wire
Columbia Care: Q3 Record Revenue $132.3M, Adjusted EBITDA Growth 634% To $31.02M, Revises Guidance
↗
November 12, 2021
Columbia Care Inc. (NEO: CCHW) (CSE:CCHW) (OTCQX:
Via
Benzinga
Columbia Care Reports Record Third Quarter 2021 Results
November 12, 2021
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Strengthens Presence In Colorado: Closes $42M Acquisition Of Medicine Man
↗
November 02, 2021
Columbia Care Inc. (NEO: CCHW) (CSE:CCHW) (OTCQX:
Via
Benzinga
Columbia Care Completes Acquisition of Colorado-Based Medicine Man; Strengthens Leadership Position in World’s Second Largest Cannabis Market
November 01, 2021
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Celebrates Being First Operator to Offer Whole Flower in New York
October 25, 2021
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Teams Up With Rapper Pitbull On The Launch Of New CBD Product Line
↗
October 25, 2021
Columbia Care Inc. (NEO: CCHW) (CSE:CCHW) (OTCQX:
Via
Benzinga
Columbia Care Partners with International Superstar Pitbull to Launch N2P, A New Line of Full Spectrum CBD Wellness Products
October 25, 2021
From
Columbia Care Inc.
Via
Business Wire
Columbia Care CEO Nicholas Vita Named “Captain of Industry” by American Trade Association for Cannabis and Hemp (ATACH)
October 21, 2021
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Launches California Cannabis Brand Classix In 5 New Markets Across US
↗
October 15, 2021
Cannabis company Columbia Care Inc. (NEO:CCHW) (CSE:CCHW) (OT...
Via
Benzinga
Topics
Cannabis
Columbia Care Launches Legacy California Cannabis Brand, Classix, in Five New Markets Across the U.S.; Marks Industry’s Widest Multi-State Flower Brand Launch in a Single Day
October 13, 2021
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Announces Grand Opening of Cannabist Dispensary in Missouri; First Cannabist in the State and Ninth in the Nation
October 07, 2021
From
Columbia Care Inc.
Via
Business Wire
Columbia Care to Report Third Quarter 2021 Results on Friday, November 12, 2021
September 30, 2021
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Kicks Off Sales At Boston Cannabist Dispensary, Announces Social Equity Partnerships In Virginia
↗
September 30, 2021
Columbia Care Inc. (NEO: CCHW) (CSE:CCHW) (OTCQX:
Via
Benzinga
Columbia Care Celebrates Transition to Cannabist in Downtown Boston Co-Located Adult-Use and Medical Dispensary
September 30, 2021
From
Columbia Care Inc.
Via
Business Wire
BIPOCANN, Virginia Minority Cannabis Coalition, Nolef Turns and Columbia Care Join Forces to Drive Social Equity Opportunities in Virginia Cannabis Industry
September 29, 2021
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Prepares For New York's Legal Cannabis Program, Starting With Weed Cultivation At New Facility
↗
September 29, 2021
Columbia Care Inc. (NEO: CCHW) (CSE:CCHW) (OTCQX:
Via
Benzinga
Topics
Cannabis
Columbia Care Commences Cultivation Operations at 34-Acre Long Island, New York Facility; Prepares for Upcoming Introduction of Whole Flower Program
September 29, 2021
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Celebrates the Start of Whole Flower Cannabis Sales in Virginia
September 09, 2021
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Expands New Jersey Footprint with New Dispensary in Deptford, Bringing Scale to South Jersey
August 16, 2021
From
Columbia Care Inc.
Via
Business Wire
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