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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Epazz Inc
(OP:
EPAZ
)
0.0355
-0.0043 (-10.80%)
Streaming Delayed Price
Updated: 9:30 AM EST, Jan 2, 2026
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March 14, 2023
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March 14, 2023
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Military Drones Become Crucial in Modern Warfare
March 13, 2023
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Military Drones Become Crucial in Modern Warfare
March 13, 2023
Military Drones Become Crucial in Modern Warfare
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Epazz Holdings: ZenaDrone AI Predictive Partnered with US Defense Contractor to Submit for SBIR Phase II for ZenaDrone 1000
March 09, 2023
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Epazz’s ZenaDrone Subsidiary Gains Traction With the U.S. Military, Closing In On First Government Contracts
March 08, 2023
Epazz’s ZenaDrone Subsidiary Gains Traction With the U.S. Military, Closing In On First Government Contracts
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Epazz’s ZenaDrone Subsidiary Gains Traction With the U.S. Military, Closing In On First Government Contracts
March 08, 2023
The use of drones and unmanned aerial vehicles (UAVs) has become increasingly important for the U.S. military in recent years. These advanced technologies offer a range of benefits that make them...
Via
TheNewswire.com
Epazz’s (OTC Pink: EPAZ) ZenaDrone Subsidiary Gains Traction With the U.S. Military, Closing In On First Government Contracts
March 08, 2023
The use of drones and unmanned aerial vehicles (UAVs) has become increasingly important for the U.S. military in recent years.
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Epazz Receives Official Issuance of Utility Patent From the US Patent Office for Its AI-Predictive Smart Charging Pad for ZenaDrone 1000
March 07, 2023
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Stocks to Watch In The High Flying US Military Drone Market
March 07, 2023
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March 07, 2023
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March 02, 2023
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EPAZ Set To Soar In High Flying Drone Market
March 02, 2023
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Epazz Holdings: ZenaDrone AI Predictive Invited to Showcase ZenaDrone 1000 at US Air Force Base in California
March 01, 2023
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February 28, 2023
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February 28, 2023
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Epazz Holdings: US Government's Chinese Drone Ban Will Assist ZenaDrone in Generating Revenue; Phase 1 SBIR Submitted
February 27, 2023
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CapitalGainsReport: OTC Stocks Poised To Pop (EPAZ, HMBL, IDVV, FAGI)
February 23, 2023
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News Could Send These OTC Stocks Higher (EPAZ, RAKR, AABB, AITX)
February 22, 2023
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Epazz Holdings: ZenaDrone AI Predictive Will Submit for SBIR With US Government for ZenaDrone 1000
February 21, 2023
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Epazz Was Issued a Utility Patent for Its AI Predictive Smart Charging Pad for ZenaDrone 1000
February 16, 2023
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Epazz (OTC Pink: EPAZ) Subsidiary ZenaDrone Plans Flight Demonstrations With U.S. Government Agencies
February 14, 2023
EpaEpazz, Inc. (OTC Pink: EPAZ) is engaged as cloud-based software company, which is focused on leveraging drone technology, blockchain and
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Epazz Holdings' ZenaDrone Open AI Predictive Will Conduct Flight Demos With US Government Agencies
February 14, 2023
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Epazz Metaverse On-Site Remote Assist Product to Expand Into Europe
February 08, 2023
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CapitalGainsReport: OTC Momentum Watchlist (AITX, EPAZ, CEOS, KEGS)
February 06, 2023
CapitalGainsReport: OTC Momentum Watchlist (AITX, EPAZ, CEOS, KEGS)
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Epazz DeskFlex's Video Conferencing Feature Gets Upgrade With Artificial Intelligence Predictive Technology
February 02, 2023
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Epazz Holdings' ZenaDrone Will Use Open AI Predictive Artificial Intelligence Technology in ZenaDrone 1000 Units
January 18, 2023
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Epazz, Inc. (OTC: EPAZ) Applies Its Proprietary Software BoxesOS And BoxLMS To Multi-Billion Dollar Higher Education Market
January 17, 2023
Epazz, Inc. (OTC: EPAZ) Applies Its Proprietary Software BoxesOS And BoxLMS To Multi-Billion Dollar Higher Education Market
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Epazz, Inc. (OTC: EPAZ) Applies Its Proprietary Software BoxesOS And BoxLMS To Multi-Billion Dollar Higher Education Market
January 17, 2023
Institutions of higher learning are internet-based and include both on-site and online courses. Even some campus based schools are educating housed students remotely due to continued health issues. In...
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CapitalGainsReport Sector Spotlight: Blockchain Breakouts for 2023 (EPAZ, MARA, DGHI, RIOT)
January 11, 2023
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