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home
about us
Investment Approach
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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SRAX, Inc. - Class A Common Stock
(NQ:
SRAX
)
N/A
UNCHANGED
Last Price
Updated: 4:00 PM EST, Mar 8, 2023
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All News about SRAX, Inc. - Class A Common Stock
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Lexaria Bioscience (NASDAQ: LEXX) Increases Investor Visibility with SRAX (NASDAQ: SRAX)
January 07, 2022
Via
Investor Brand Network
Lexaria Bioscience Corp. (NASDAQ: LEXX) Increases Investor Visibility with SRAX Inc. (NASDAQ: SRAX)
January 06, 2022
Via
Investor Brand Network
SRAX Set to Benefit as Analysts Hike Company's Q4 Revenue Forecasts
↗
January 06, 2022
Zacks Investment Research recently raised its forecast for SRAX’s 4Q21 revenues to $10.05mn, representing +122.3% YoY growth Zacks have also upped their fiscal year 2022...
Via
Benzinga
SRAX (NASDAQ: SRAX) Set to Benefit as Analysts Hike Company’s Q4 Revenue Forecasts
January 06, 2022
Via
Investor Brand Network
SRAX Inc. (NASDAQ: SRAX) Set to Benefit as Analysts Hike Company’s Fourth Quarter Revenue Forecasts
January 05, 2022
Via
Investor Brand Network
SRAX Releases Dates for 2022 Virtual Conferences
↗
January 05, 2022
SRAX (NASDAQ: SRAX), a financial technology company that unlocks data and insights for publicly traded companies through Sequire, its SaaS (“SaaS”) platform, has...
Via
Benzinga
SRAX (NASDAQ: SRAX) Releases Dates for 2022 Virtual Conferences
January 05, 2022
Via
Investor Brand Network
Topics
Cannabis
Electric Vehicles
InvestorNewsBreaks – SRAX Inc. (NASDAQ: SRAX) Releases Dates for 2022 Virtual Conferences
January 05, 2022
Via
Investor Brand Network
Topics
Cannabis
Electric Vehicles
SRAX's Core Operations to Center Around Rapidly Growing SaaS Platform
↗
December 30, 2021
SRAX (NASDAQ: SRAX), a financial technology company that unlocks data and insights for publicly traded companies through Sequire, its software-as-a-service (“SaaS”)...
Via
Benzinga
SRAX’s (NASDAQ: SRAX) Core Operations to Center Around Rapidly Growing SaaS Platform
December 30, 2021
Via
Investor Brand Network
InvestorNewsBreaks – SRAX Inc.’s (NASDAQ: SRAX) Core Operations to Center Around Its Rapidly Growing SaaS Platform
December 30, 2021
Via
Investor Brand Network
SRAX: The Go-To Data Provider for Investors and Public Companies
↗
December 28, 2021
SRAX’s Sequire SaaS platform, and popular investors and industry conferences, provide unique opportunities for investors and public companies to connect and communicate...
Via
Benzinga
SRAX (NASDAQ: SRAX): The Go-To Data Provider for Investors and Public Companies
December 28, 2021
Via
Investor Brand Network
SRAX Inc. (NASDAQ: SRAX): The Go-To Data Provider for Investors and Public Companies
December 28, 2021
Via
Investor Brand Network
SRAX Lauded for Impressive Expertise Across Multiple Sectors
↗
December 23, 2021
SRAX (NASDAQ: SRAX) is a diversified financial technology, digital marketing, and consumer data management company that provides an array of consumer data to its clients,...
Via
Benzinga
SRAX (NASDAQ: SRAX) Lauded for Impressive Expertise Across Multiple Sectors
December 23, 2021
Via
Investor Brand Network
SRAX Inc. (NASDAQ: SRAX) Lauded for Impressive Expertise Across Multiple Sectors
December 22, 2021
Via
Investor Brand Network
InvestorNewsBreaks – SRAX Inc. (NASDAQ: SRAX) Lauded for Impressive Expertise Across Multiple Sectors
December 22, 2021
Via
Investor Brand Network
InvestorNewsBreaks – Lexaria Bioscience Corp. (NASDAQ: LEXX) Enters Strategic Media Agreement with SRAX Inc. (NASDAQ: SRAX)
December 17, 2021
Via
Investor Brand Network
SRAX Continues Strong Growth Trend on Heels of Stellar Quarter
↗
December 16, 2021
SRAX (NASDAQ: SRAX), a financial technology company that unlocks data and insights for publicly traded companies through Sequire, its software-as-a-service (“SaaS”)...
Via
Benzinga
SRAX (NASDAQ: SRAX) Continues Strong Growth Trend on Heels of Stellar Quarter
December 16, 2021
Via
Investor Brand Network
InvestorNewsBreaks – SRAX Inc. (NASDAQ: SRAX) Continues Strong Growth Trend on Heels of Stellar Quarter
December 15, 2021
Via
Investor Brand Network
SRAX Will No Longer Consolidate BIGtoken's Financials Within Its Results
↗
December 14, 2021
SRAX’s BIGtoken platform announced their merger with BritePool Inc on September 27th, with both entities o...
Via
Benzinga
SRAX (NASDAQ: SRAX) Will No Longer Consolidate BIGtoken’s Financials Within Its Results
December 14, 2021
Via
Investor Brand Network
SRAX Inc. (NASDAQ: SRAX) Announces It Will No Longer Consolidate BIGtoken’s Financials Within Its Results
December 13, 2021
Via
Investor Brand Network
SRAX Releases Replays from Sequire Clean Tech Conference
↗
December 13, 2021
SRAX (NASDAQ: SRAX), a financial technology company that unlocks data and insights for publicly traded companies through Sequire, its SaaS (“SaaS”) platform, has made...
Via
Benzinga
SRAX (NASDAQ: SRAX) Releases Replays from Sequire Clean Tech Conference
December 13, 2021
Via
Investor Brand Network
InvestorNewsBreaks – SRAX Inc. (NASDAQ: SRAX) Announces Replays Available from Sequire Clean Tech Conference
December 10, 2021
Via
Investor Brand Network
As Older Population Starts Self-Directed Investing, O&G Company Engages SRAX for Outreach
↗
December 09, 2021
Charles Schwab survey shows 15% of retail investors started during the COVID-19 pandemic in 2020 SRAX’s Sequire premier IR communications platform assists public companies...
Via
Benzinga
As Older Population Starts Self-Directed Investing, O&G Company Engages SRAX Inc. (NASDAQ: SRAX) for Targeted Outreach
December 08, 2021
Via
Investor Brand Network
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