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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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Client Contact with Portfolio Manager(s)
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
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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
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Mogo Inc. - Common Shares
(TSX:
MOGO
)
1.490
UNCHANGED
Streaming Delayed Price
Updated: 3:59 PM EST, Dec 31, 2025
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Mogo Announces Formation of Mogo Ventures to Manage its $124 Million Investment Portfolio
March 23, 2022
From
Mogo Inc.
Via
Business Wire
Mogo to Participate in the Canaccord Genuity Digital Disruptor Conference
February 23, 2022
From
Mogo Inc.
Via
Business Wire
Mogo to Participate in the Jefferies Payments & FinTech Summit
February 15, 2022
From
Mogo Inc.
Via
Business Wire
Mogo to Participate in BTIG Metaverse Unbound Conference
January 14, 2022
From
Mogo Inc.
Via
Business Wire
Mogo Appoints Senior Tech Executive as Chief People Officer
January 12, 2022
From
Mogo Inc.
Via
Business Wire
Mogo Announces Expansion into Metaverse with Investment in NFT Trading Platform NFT Trader
January 11, 2022
From
Mogo Inc.
Via
Business Wire
Mogo Launches MogoTrade Commission-Free Stock Trading App
December 21, 2021
From
Mogo Inc.
Via
Business Wire
Mogo Receives Final Regulatory Approval for Launch of MogoTrade
December 20, 2021
From
Mogo Inc.
Via
Business Wire
Mogo Expands Credit Facility and Lowers Interest Rate
December 17, 2021
From
Mogo
Via
Business Wire
Mogo Announces Closing of US$27.5 Million Registered Direct Offering
December 13, 2021
From
Mogo Inc.
Via
Business Wire
Mogo Announces US$27.5 Million Registered Direct Offering
December 09, 2021
From
Mogo Inc.
Via
Business Wire
Leading Crypto Payments Infrastructure Provider, MoonPay, Closes $555 Million Funding
December 02, 2021
Palm Beach, FL – December 2, 2021 – FinancialNewsMedia.com News Commentary – Leading crypto payments infrastructure provider, Moonpay just closed a $555 million Series A financing to rapidly accelerate...
Via
FinancialNewsMedia
Topics
Economy
Mogo Adds to Strategic Investment Portfolio with Minority Investment in Gemini
November 23, 2021
From
Mogo Inc.
Via
Business Wire
Mogo to Participate in Raymond James Technology Investors Conference
November 16, 2021
From
Mogo Inc.
Via
Business Wire
Mogo Reports Third Quarter 2021 Financial Results
November 10, 2021
From
Mogo Inc.
Via
Business Wire
Mogo and Sun Life to Bring Innovative Digital Savings Tool to Members of Sun Life’s Group Retirement Services
November 09, 2021
From
Mogo Inc.
Via
Business Wire
Mogo Launches Canada’s First Climate-Positive Bitcoin Rewards Program for Businesses
November 08, 2021
From
Mogo Inc.
Via
Business Wire
Mogo Schedules Q3 2021 Earnings Conference Call
October 28, 2021
From
Mogo Inc.
Via
Business Wire
Mogo Launches World’s First Climate-Positive Bitcoin
October 26, 2021
From
Mogo Inc.
Via
Business Wire
Mogo Partners with CI Investment Services on MogoTrade Commission Free Stock Trading App
October 12, 2021
From
Mogo Inc.
Via
Business Wire
Mogo to Present at LD Micro Main Event
October 08, 2021
From
Mogo Inc.
Via
Business Wire
Mogo to Participate in BTIG Future of Digital Assets Conference
September 16, 2021
From
Mogo Inc.
Via
Business Wire
Mogo Completes Acquisition of Canadian Investment Dealer Fortification Capital Inc. - to be Renamed MogoTrade
September 01, 2021
From
Mogo Inc.
Via
Business Wire
Mogo Reports Second Quarter 2021 Financial Results & Provides FY2022 Outlook
August 11, 2021
From
Mogo Inc.
Via
Business Wire
Mogo Schedules Q2 2021 Earnings Conference Call
July 30, 2021
From
Mogo Inc.
Via
Business Wire
Mogo Subsidiary Carta Powering Public Health Initiatives in the United Kingdom
July 29, 2021
From
Mogo
Via
Business Wire
Mogo Announces Minority Investment in Canada’s First Regulated Custodian for Cryptocurrency Assets
July 08, 2021
From
Mogo Inc.
Via
Business Wire
Mogo Announces Results of its Annual Meeting of Shareholders
June 29, 2021
From
Mogo Inc.
Via
Business Wire
Mogo Closes Acquisition of Additional Shares in Canada’s Leading Crypto Platform, Coinsquare
June 15, 2021
From
Mogo Inc.
Via
Business Wire
Mogo to Add Regulatory and Financial Services Industry Veterans, Wendy Rudd and Dr. Liam Cheung, to Board of Directors
June 10, 2021
From
Mogo Inc.
Via
Business Wire
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