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home
about us
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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
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contact us
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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)
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Back Dated Performance Reports
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Total Asset Value (TAV)
TAV Program
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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
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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Issuer Direct Corporation Common Stock
(NY:
ISDR
)
9.650
UNCHANGED
Last Price
Updated: 8:00 PM EST, Jan 24, 2025
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Issuer Direct Announces Sponsorship of the Second-Annual Marge "Madness" Breast Cancer Fundraiser Golf Tournament
July 20, 2023
Via
ACCESSWIRE
Newswire Launches AImee: AI Writing Assistant & Recommendation Engine
July 18, 2023
Via
ACCESSWIRE
Newswire Earns 18 Badges in G2's Summer 2023 Report, Including Leader and Easiest to Do Business With
June 20, 2023
Via
ACCESSWIRE
ACCESSWIRE, a Global Press Release Distribution Service, Solidifies Spot as Industry Leader with 13 Badges in G2's Summer 2023 Report
June 20, 2023
Via
ACCESSWIRE
Newswire Helps GIMME Beauty Land Mention in Allure Magazine, Shares Details in New Case Study
June 08, 2023
Via
ACCESSWIRE
Issuer Direct to Exhibit at the South Carolina Bankers Association’s 123rd Annual Conference in Charleston
June 08, 2023
Via
ACCESSWIRE
Recap: Issuer Direct Q1 Earnings
↗
May 11, 2023
Via
Benzinga
Newswire, an Industry Leader in Press Release Distribution, Shines in G2's Spring 2023 Report
April 04, 2023
Via
ACCESSWIRE
Issuer Direct's Return On Capital Employed Overview
↗
March 08, 2023
Via
Benzinga
Issuer Direct Set to Exhibit at the Sold-Out PDAC Tradeshow in Toronto
March 01, 2023
Via
ACCESSWIRE
Issuer Direct Set to Exhibit at CIRI’s 36th Annual Investor Relations Conference
May 24, 2023
Via
ACCESSWIRE
Newswire Earns Top Spot as Press Release Distribution Leader According to G2
May 18, 2023
Via
ACCESSWIRE
Issuer Direct Introduces Artificial Intelligence (AI) Writing Assistant & Recommendation Engine: "AImee"
May 16, 2023
Via
ACCESSWIRE
Newswire Earns TrustRadius Top Rated Awards in Two Categories - Public Relations and Press Release Management
May 15, 2023
Via
ACCESSWIRE
Issuer Direct Reports First Quarter 2023 Results - Record First Quarter Revenue of $8.6 million, an Increase of 63% from Q1 2022
May 11, 2023
Via
ACCESSWIRE
Issuer Direct to Host First Quarter 2023 Earnings Conference Call May 11, 2023
May 04, 2023
Via
ACCESSWIRE
Newswire Launches New Press Release Optimizer (PRO) to Help Companies Manage Their Content and Connect with Media
May 01, 2023
Via
ACCESSWIRE
ACCESSWIRE Continues Strong Partnership with PRSA as Gold-Level Sponsor at this Year's Employee Communications Connect23 Conference
April 26, 2023
Via
ACCESSWIRE
Issuer Direct Announces Series of Investor Presentations During the Second Quarter 2023
April 19, 2023
Via
ACCESSWIRE
ACCESSWIRE, a Global Press Release Distribution Service is Once Again Leading the Way in G2’s Spring 2023 Report
April 03, 2023
Via
ACCESSWIRE
ACCESSWIRE to Exhibit at the Pharma PR & Communications Summit
March 30, 2023
Via
ACCESSWIRE
Issuer Direct Executive Named Inspiring CEO by C Level Focus Magazine
March 29, 2023
Via
ACCESSWIRE
ACCESSWIRE Joins NCPRSA to Host Lunch and Learn About Communication Strategy Planning
March 23, 2023
Via
ACCESSWIRE
Issuer Direct Announces Long Term Debt Financing
March 22, 2023
Via
ACCESSWIRE
Issuer Direct, an Industry Leader in Investor Relations is Set to Attend the Fifth Annual NIRI Southeast Conference
March 21, 2023
Via
ACCESSWIRE
Issuer Direct Celebrates International Women's Day as Jennifer Hammers is Named Inspiring Woman Leader by Industry Era Women Leaders Magazine
March 08, 2023
Via
ACCESSWIRE
ACCESSWIRE Launches Canadian Website as it Continues to Expand Its Footprint in Canada
March 06, 2023
Via
ACCESSWIRE
Issuer Direct Reports Fourth Quarter and Full Year 2022 Results - Record Fourth Quarter Revenue of $7.1 million, an Increase of 25% from Q4 2021
March 02, 2023
Via
ACCESSWIRE
The 3rd Annual Winter Wonderland Best Ideas Conference Being Hosted by MicroCap Rodeo as a Virtual Event
February 21, 2023
Via
Investor Brand Network
Issuer Direct to Host Fourth Quarter and Year End 2022 Earnings Conference Call March 2, 2023
February 17, 2023
Via
ACCESSWIRE
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