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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
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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
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Suic Worldwide Hldgs Ltd
(OP:
SUIC
)
0.3973
-0.0007 (-0.18%)
Streaming Delayed Price
Updated: 2:10 PM EST, Jan 8, 2026
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SUIC Signed an Agreement with Seiki Digital, an Electronics Company Retailing in the US Market Through Amazon, Target, Best Buy and Other Major Distribution Channels, as SUIC is Lining Up Financing Programs for Seiki from U.S. and Asian Financial
May 13, 2021
NEW YORK, NY and HONG KONG / ACCESSWIRE / May 13, 2021 / Sino United Worldwide Consolidated Ltd. (OTC PINK:SUIC) has signed a Supply Chain Financing Agreement with Seiki Digital, a Hong Kong company...
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Sino United Worldwide Consolidated Ltd.
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Economy
SUIC has Signed Agreement with ClickPro To do Advertisements through Google Display Network and Develop A Specialized Website Marketing Strategy for SUIC's Global Fintech, AI, Global Supply Chain Finance and DeFi Projects
May 11, 2021
NEW YORK, NY and KUALA LUMPUR, TAIPEI / ACCESSWIRE / May 11, 2021 / Sino United Worldwide Consolidated Ltd. (OTC PINK:SUIC) has signed an agreement with ClickPro of Malaysia, one of the leading digital...
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Economy
SUIC has Signed an Agreement with ClickPro, The Top Digital Marketing Company in Malaysia And a Certified Partner of Yahoo! Southeast Asia To Develop A Specialized Internet Marketing Strategy for SUICs Global Fintech, AI, Global Supply Chain Finance and
May 04, 2021
NEW YORK, NY, KUALA LUMPUR, MLAYSIA and TAIPEI CITY, TAIWAN / ACCESSWIRE / May 4, 2021 / Sino United Worldwide Consolidated Ltd. (OTC PINK:SUIC) has signed an agreement with ClickPro of Malaysia, one...
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SUIC-iDrink to Appoint New Marketing Director With Hundreds-Million Sales Track Record to Head the Launching of 2 Defi Projects To Power Individual Entity As An Independent Financial Center
April 27, 2021
NEW YORK, NY and TAIPEI, TAIWAN / ACCESSWIRE / April 27, 2021 /Sino United Worldwide Consolidated Ltd. (OTC PINK:SUIC) and partner iDrink Technology Co. Ltd., Taiwan ("iDrink") appointed a new...
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SUIC Director, the Intel Grand Prize Awardee, His Proprietary SoundNet Technology That Has Been Adopted by Oracle Taiwan LLC, is Planning to Collaborate with Oracle Taiwan in the Joint Development of Advanced Solutions for Global Supply Chain Finance,
April 20, 2021
NEW YORK, NY and TAIPEI, TAIWAN / ACCESSWIRE / April 20, 2021 / Sino United Worldwide Consolidated Ltd. (OTC PINK:SUIC), a New York based Fintech firm is looking forward to collaborate with Oracle...
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SUIC Director, the Intel Grand Prize Awardee During the APEC O2O SUMMIT 2016 For the Proprietary Soundnet Technology That Has Been Adopted By 7-Eleven Taiwan, Leads to Further Enhance Its Award-Winning Solutions to In Global Supply Chain Finance, Fintech,
April 13, 2021
NEW YORK, NY and TAIPEI, TAIWAN / ACCESSWIRE / April 13, 2021 / Sino United Worldwide Consolidated Ltd. (OTC PINK:SUIC) has launched a series of technological solutions that help mitigate risks and...
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