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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
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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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MARKET RESEARCH
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(CSE:
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Updated: 12:56 PM EST, Jan 2, 2026
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TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Launches CA$1.4 Million Private Placement to Fuel U.S. Growth
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InvestorNewsBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Closes CA$237,106 Private Placement to Support U.S. Expansion
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Sekur Private Data Ltd. (OTCQB: SWISF) (CSE: SKUR): Cybersecurity Platform Redefines Privacy
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“Cybersecurity, Healthcare Innovators PTPI, SWISF, OCEA, DGLY, LYT, SIGL, Amid FBI Warnings, Signal App Breach, and Data Privacy Crisis”
March 26, 2025
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TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Advances Growth Strategy, Prepares for Nasdaq Uplisting
March 18, 2025
Via
Investor Brand Network
TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Prepares for Nasdaq Uplisting, Launch of Corporate Suite
March 04, 2025
Via
Investor Brand Network
TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Outlines 2025 Growth Plans, Nasdaq Uplisting Strategy
February 19, 2025
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TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Partners With Freedom Square, 13 Stripes Media to Expand Privacy Solutions
January 29, 2025
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TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) with Code4Cybersecurity to Offer Swiss-Hosted Privacy Solutions
January 08, 2025
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Investor Brand Network
Sekur Private Data Partners with Code4CyberSecurity LLC Offering Privacy Communications Packages to VIPs HNWIs and Businesses
January 08, 2025
Miami, Florida and Toronto, Ontario--(Newsfile Corp. - January 8, 2025) - Sekur Private Data Ltd. (OTCQB: SWISF) (CSE: SKUR) (FSE:...
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New to the Street Show #617 Airs Tonight on Fox Business at 10:30 PM PST as Sponsored Programming
December 16, 2024
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Sekur Private Data Ltd. Announces Closing of an Additional Tranche of its Non-Brokered Private Placement
November 28, 2024
Miami, Florida and Toronto, Ontario--(Newsfile Corp. - November 28, 2024) - Sekur Private Data Ltd. (OTCQB: SWISF) (CSE: SKUR) (FSE:...
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Newsfile
TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) to Accept Cryptocurrency Payments, Boosting Privacy and Security for Vulnerable Industries
November 12, 2024
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Investor Brand Network
Sekur Private Data to Accept Crypto Currency Payments - Increasing Privacy and Security to the Trading and Gaming Industry
November 12, 2024
Miami, Florida and Toronto, Ontario--(Newsfile Corp. - November 12, 2024) - Sekur Private Data Ltd. (OTCQB: SWISF) (CSE: SKUR) (FSE:...
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TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQB: SWISF) (FRA: GDT0) Expands Reach of Swiss-Hosted Cybersecurity Solutions with NachoNacho Partnership
October 28, 2024
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Sekur Private Data Partners with NachoNacho B2B SaaS Platform Offering Sekur Solutions to Over 200,000 Businesses
October 28, 2024
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TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Expands Privacy Services into Latin America, Caribbean
September 26, 2024
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TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQB: SWISF) (FSE: GDT0) Closes First Tranche of Non-Brokered Private Placement
September 13, 2024
Via
Investor Brand Network
Sekur Private Data Ltd. Announces Closing of First Tranche of Non-Brokered Private Placement
September 12, 2024
Miami, Florida and Toronto, Ontario--(Newsfile Corp. - September 12, 2024) - Sekur Private Data Ltd. (OTCQB: SWISF) (CSE: SKUR) (FRA:...
Via
Newsfile
New to the Street Announces Its Five Corporate Interviews, Airing Episode 599 on the Fox Business Network, Tonight Monday, September 9, 2024, at 10:30 PM PT September 9, 2024 09:15 ET
September 09, 2024
Via
ACCESSWIRE
TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQB: SWISF) (FSE: GDT0) Announces CA$1.7M Non-Brokered Private Placement
August 26, 2024
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Sekur Private Data Ltd. Announces Non-Brokered Private Placement
August 26, 2024
Miami, Florida and Toronto, Ontario--(Newsfile Corp. - August 26, 2024) - Sekur Private Data Ltd. (OTCQB: SWISF) (CSE: SKUR) (FSE:...
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TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Featured in Tonight’s “New to the Street” Episode
August 19, 2024
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Investor Brand Network
Topics
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TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Spotlighted in Most Recent “New to the Street” Episode
June 06, 2024
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Investor Brand Network
TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQB: SWISF) (FSE: GDT0) Announces Official Launch of Business Partner Referral Program to Accelerate Sales
May 23, 2024
Via
Investor Brand Network
Sekur Private Data Launches Global Business Partner Referral Program - Projects 10,000 Users by End of 2024
May 23, 2024
Miami, Florida and Toronto, Ontario--(Newsfile Corp. - May 23, 2024) - Sekur Private Data Ltd. (OTCQB: SWISF) (CSE: SKUR) (FSE:...
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TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Inks Agreement Marking Entry into Telecom, Fintech Markets
May 07, 2024
Via
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