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Advantages of Our Bid Wanted System
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Advantages of Same Day Allocation
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TSL's Turnkey Operation Platform
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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
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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Verses AI Inc
(OP:
VRSSF
)
1.950
-0.050 (-2.50%)
Streaming Delayed Price
Updated: 2:21 PM EST, Dec 26, 2025
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March Recap: Small Cap AI Stocks Down 17%
↗
March 30, 2024
The average market capitalization of the 10 small cap AI stocks analyzed was just $521M, the average stock price was $6.70/share and, while 5 of the 10 stocks were up in March, the average stock price...
Via
Talk Markets
Topics
Artificial Intelligence
Bubble In Small Cap AI Stocks Continues To Deflate; Down 15% YTD
↗
March 24, 2024
The ten stocks in the munKNEE Small Cap AI Stocks Index were in bubble mode in December going UP 17.3%, on average that month, but the bubble began to deflate in January. The Index went DOWN 1.9% last...
Via
Talk Markets
Topics
Artificial Intelligence
Global A.I. Medical Diagnostics Market Poised To Reach $3.7 Billion By 2028
March 20, 2024
EQNX::TICKER_START (OTCQB:TREIF),(CSE:TRUE),(OTCQX:HWAIF),(OTCQB:VRSSF),(NYSE:PATH),(NASDAQ:LTRN) EQNX::TICKER_END
Via
FinancialNewsMedia
Topics
Artificial Intelligence
Global A.I. Medical Diagnostics Market Poised To Reach $3.7 Billion By 2028
March 20, 2024
From
FN Media Group LLC
Via
GlobeNewswire
VERSES Names Analog CEO Alex Kipman as Strategic Advisor & Closes US$2M Investment
March 18, 2024
From
VERSES AI Inc.
Via
GlobeNewswire
VERSES AI Announces Blue Yonder Joins the Genius™ Beta Program
March 07, 2024
From
VERSES AI Inc.
Via
GlobeNewswire
VERSES AI Webinar Announcement: an Overview of AI Benchmarking
February 28, 2024
From
VERSES AI Inc.
Via
GlobeNewswire
Bubble In Micro/Small Cap AI Stocks Index Burst Last Week, Down 15%!
↗
February 26, 2024
These 8 stocks were DOWN 14.8%, on average, last week and are now DOWN 8.3% YTD.
Via
Talk Markets
Topics
Artificial Intelligence
VERSES Challenges AI Industry with Benchmark Tests
February 22, 2024
From
VERSES AI Inc.
Via
GlobeNewswire
AI Micro/Small Cap Stocks Bubble Still Intact - Up 9% Last Week
↗
February 11, 2024
The eight micro/small cap AI & related stocks in our Micro/Small Cap AI Stocks Index were up 18.6% in December, on average, and continue in bubble mode. They rose 8.9% last week and are now already up...
Via
Talk Markets
Topics
Artificial Intelligence
VERSES to Present at Integrous Big Hearts, Big Ideas Virtual Investor Conference on February 13 - 15, 2024
February 08, 2024
From
VERSES AI Inc.
Via
GlobeNewswire
VERSES Brings Natural Computing to the Center of AI Discussions on the World Stage at Davos 2024
February 01, 2024
Company’s Attendance Highlighted by Meetings with Renowned Tech Leaders
From
VERSES AI Inc.
Via
GlobeNewswire
Verses and Analog to Partner to Develop Smart City Infrastructure for UAE
January 18, 2024
Enhancements Aimed at Mobility, Energy and Healthcare
From
VERSES AI Inc.
Via
GlobeNewswire
VERSES Takes the Global Stage in Events Surrounding the World Economic Forum Annual Meeting 2024
January 12, 2024
Chief Scientist Karl Friston will be Featured in Discussions hosted by The Financial Times, CNBC and AXIOS
From
VERSES AI Inc.
Via
GlobeNewswire
These 8 Micro/Small Cap AI Stocks Are Still In Bubble Mode - Up 19%, On Average, In December
↗
December 30, 2023
Eight micro/small cap ($50M to $2B) AI & related stocks are still very much in bubble mode, maintaining an advance of more than 95% YTD.
Via
Talk Markets
Topics
Artificial Intelligence
VERSES AI Responds To OTC Markets’ Request Regarding Promotional Activity
December 22, 2023
From
VERSES AI Inc.
Via
GlobeNewswire
Volvo Joins VERSES Genius™ Beta Program
December 21, 2023
Collaboration Centered on Assisted and Autonomous Driving Safety
From
VERSES AI Inc.
Via
GlobeNewswire
VERSES Identifies New Path to AGI and Extends Invitation to OpenAI for Collaboration via Open Letter
December 19, 2023
VERSES Active Inference, Approach to AGI Grounded in Neuroscience and Physics Led by Top Neuroscientist and Chief Science Officer Karl Friston. Company Urges Industry Leaders to Collaborate to Ensure...
From
VERSES AI Inc.
Via
GlobeNewswire
Former Microsoft Product Leader to Help Launch VERSES AI Developer Platform
December 08, 2023
Peter Provost to Build Developer Platforms Powered by Next-Gen AI
From
VERSES AI Inc.
Via
GlobeNewswire
VERSES, DENTONS US and Spatial Web Foundation Announce “The Future of AI Governance” Webinar Series Part III
December 07, 2023
Cutting Through The AI Noise
From
VERSES AI Inc.
Via
GlobeNewswire
VERSES Technologies Advancing Artificial Intelligence With NASA
↗
November 30, 2023
The artificial intelligence (AI) story is getting far more exciting by the day. We already know AI could be a $1.8 trillion by 2030, according to Statista. We also know companies are racing toward...
Via
Benzinga
Topics
Artificial Intelligence
VERSES and NASA Partner to Pursue Standards for Space Industry
November 30, 2023
NASA’s JPL Joins Genius™ Beta Program to Explore Interoperability and Governance Infrastructure for Global Space Economy
From
VERSES AI Inc.
Via
GlobeNewswire
VERSES Files Provisional Patent Application to Enable Real-Time, Self-Learning and Self-Improving Adaptive Autonomous Agents
November 28, 2023
From
VERSES AI Inc.
Via
GlobeNewswire
The Micro & Small Cap AI Stocks Index Was Up 13.5% Last Week; Now Up 175.5% YTD
↗
November 20, 2023
These stocks have an average market capitalization of $379M, an average share price of $4.30.
Via
Talk Markets
Topics
Artificial Intelligence
VERSES AI Announces SimWell Joins the Genius™ Beta Program
November 15, 2023
Collaboration to Enable Enterprise Clients to Generate Real-Time Data-Driven Decision-Making
From
VERSES AI Inc.
Via
GlobeNewswire
VERSES Technologies Advancing Artificial Intelligence With Live Neurons
↗
November 13, 2023
The artificial intelligence (AI) story is getting far more exciting by the day. We already know AI could be a $1.8 trillion by 2030, according to Statista. We also know companies are racing toward...
Via
Benzinga
Topics
Artificial Intelligence
VERSES, DENTONS US and Spatial Web Foundation Announce ‘The Future of AI Governance’ Webinar Series Part II
November 08, 2023
From
VERSES AI Inc.
Via
GlobeNewswire
VERSES AI Announces Cortical Labs, Biological Computing Company as Second Beta Partner
November 07, 2023
Partnership to explore a plausible path toward achieving general intelligence using Genius™
From
VERSES AI Inc.
Via
GlobeNewswire
AI and Big Data Virtual Investor Conference: Presentations Now Available for Online Viewing
November 03, 2023
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
VERSES Technologies Comments On President Biden's AI Executive Order
↗
November 01, 2023
The artificial intelligence (AI) story shows no signs of slowing. Instead, AI – which could be worth $1.8 trillion by 2030, according to Statista – is already changing just about everything.
Via
Benzinga
Topics
Artificial Intelligence
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