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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
Featured Quarterly Newsletter
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SMX (Security Matters) Public Limited Company - Ordinary Shares
(NQ:
SMX
)
6.370
+0.110 (+1.76%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Apr 10, 2026
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SMX Shares Soar On NFC/RFID Chip Protection Tech Integration: Details
↗
December 26, 2024
SMX shares surge as company integrates proprietary technology into NFC and RFID chips for enhanced security and durability.
Via
Benzinga
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↗
December 26, 2024
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SMX Integrates Its Proprietary Coating and Digital Platform Technology for NFC & RFID Chip Markings and Protection
December 26, 2024
Via
ACCESSWIRE
SMX Announces Receipt of Nasdaq Listing Delinquency Notice
December 18, 2024
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December 16, 2024
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December 16, 2024
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Why Stitch Fix Shares Are Trading Higher By Around 21%; Here Are 20 Stocks Moving Premarket
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December 11, 2024
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12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
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December 10, 2024
Via
Benzinga
12 Information Technology Stocks Moving In Monday's Pre-Market Session
↗
December 09, 2024
Via
Benzinga
Combining Assets, SMX and YBYRÁ Capital Adds the Once-Missing Link to Brazil's Manufacturing Evolution Chain
December 09, 2024
Via
ACCESSWIRE
12 Information Technology Stocks Moving In Friday's Pre-Market Session
↗
December 06, 2024
Via
Benzinga
SMX and Ybyra Capital Announce Heads of Agreement, Setting Stage for Merger of Companies
December 06, 2024
Via
ACCESSWIRE
12 Information Technology Stocks Moving In Thursday's Pre-Market Session
↗
December 05, 2024
Via
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Why Verint Systems Shares Are Trading Higher By Around 23%; Here Are 20 Stocks Moving Premarket
↗
December 05, 2024
Via
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TrueGold: Empowering the Gold Industry to New Levels of Transparency and Verification That is Both Tangible and Digital
November 12, 2024
Via
ACCESSWIRE
SMX and FinGo Enter Into Collaboration Mandate to Develop a Joint 'Physical to Digital' Platform Service To Enhance Mining Industry's Ability to Report on Sustainable and Ethical Supply Chains
November 07, 2024
Via
ACCESSWIRE
12 Information Technology Stocks Moving In Friday's Pre-Market Session
↗
November 01, 2024
Via
Benzinga
12 Information Technology Stocks Moving In Tuesday's Intraday Session
↗
October 29, 2024
Via
Benzinga
12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
↗
October 29, 2024
Via
Benzinga
New California Law Accelerates SMX Technology to Scale Sustainability Efforts Across the U.S. and Globally
October 29, 2024
Via
ACCESSWIRE
12 Information Technology Stocks Moving In Monday's After-Market Session
↗
October 28, 2024
Via
Benzinga
12 Information Technology Stocks Moving In Monday's Intraday Session
↗
October 28, 2024
Via
Benzinga
Dow Jumps Over 300 Points; ON Semiconductor Earnings Top Views
↗
October 28, 2024
Via
Benzinga
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October 28, 2024
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Why LENZ Therapeutics Shares Are Trading Higher By Around 18%; Here Are 20 Stocks Moving Premarket
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October 28, 2024
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12 Information Technology Stocks Moving In Friday's After-Market Session
↗
October 25, 2024
Via
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12 Information Technology Stocks Moving In Tuesday's After-Market Session
↗
October 22, 2024
Via
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SMX Technology Can Solve the First-Mile Challenge for Global Supply Chain Commodities
October 10, 2024
Via
ACCESSWIRE
SMX and FinGo Enter Into Collaboration Mandate to Develop a Joint 'Physical to Digital' Platform Service To Enhance Natural Rubber Industry's Ability to Report on Sustainable and Ethical Supply Chains
October 03, 2024
Via
ACCESSWIRE
12 Information Technology Stocks Moving In Thursday's Intraday Session
↗
September 26, 2024
Via
Benzinga
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