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home
about us
Investment Approach
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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
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Treasuries
(CSE:
SKUR
)
0.0650
+0.0050 (+8.33%)
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Updated: 12:29 PM EST, Jan 6, 2026
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TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Inks 2024 Media Contract with ‘New to the Street’ Program
October 26, 2023
Via
Investor Brand Network
TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Communications App Spotlighted as Solution for Meeting FINRA Regulations
October 18, 2023
Via
Investor Brand Network
Topics
Regulatory Compliance
This Encrypted Messenger App Could Help Wall Street Avoid New Fines Amid SEC Crackdown On FINRA Violations
October 18, 2023
--News Direct--
Via
News Direct
Topics
Regulatory Compliance
Today’s Top OTC Stocks Watchlist (SWISF, EPAZ, ABQQ, RSPI)
October 13, 2023
Via
AB Newswire
OTC Stocks On The Run Watchlist (SWISF, NHMD, APLIF, ASRE)
September 26, 2023
Via
AB Newswire
OTC Stocks Making News Watchlist (SWISF, ENZC, IQST, HYSR)
September 07, 2023
Via
AB Newswire
TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Featured in New to The Street Corporate Interviews
October 13, 2023
Via
Investor Brand Network
Sekur Private Data Ltd. (CSE: SKUR) (OTCQB: SWISF) (FRA: GTD0) Offers Cybersecurity Suite of Services in the Wake of Increased Dual Ransomware Attacks Worldwide
October 12, 2023
Via
Investor Brand Network
Topics
Malware
OTC Stocks News Catalyst Watchlist (SWISF, BADEF, NHMD, HCNWF)
October 11, 2023
Via
AB Newswire
Topics
Hacking
TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQB: SWISF) (FSE: GDT0) Announces 30% Price Increase for Its SekurVPN
October 10, 2023
Via
Investor Brand Network
Topics
Intellectual Property
Sekur Private Data Ltd. Increases Prices by 30% for Its SekurVPN Swiss Hosted Privacy VPN
October 10, 2023
SekurVPN representing 60% of new signupsPrice increase to contribute to a 25% increase in ARPUToronto, Ontario, and New York, New...
Via
Newsfile
Sekur Private Data Ltd. (OTCQB:SWISF) To Benefit From Increased Cybersecurity Spend As Privacy Concerns Soar
October 10, 2023
Via
AB Newswire
Topics
Fraud
OTC Stocks On The Move (SWISF, EPAZ, ODYY, PNXLF)
October 06, 2023
Via
AB Newswire
Nano-Cap News Catalyst Watchlist (SWISF, BRDS, ONEI, NHMD)
October 04, 2023
Via
AB Newswire
TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) to Launch Swiss Hosted Communications Suite in German
October 03, 2023
Via
Investor Brand Network
Topics
Intellectual Property
Sekur Private Data Ltd. Launches Sekur Swiss Hosted Communications Suite in German
October 03, 2023
Targeting DACH Region of 100 million peopleGermany represents top 5 searches by countryToronto, Ontario, and New York, New York--(Newsfile Corp....
Via
Newsfile
Topics
Economy
Nano-Cap Cybersecurity Watchlist (SWISF, TLS, VHC, SPCB)
October 02, 2023
Via
AB Newswire
OTC Nano-Cap Momentum Watchlist (SWISF, GVXXF, VISM, NHMD)
September 29, 2023
Via
AB Newswire
Penny Stock Momentum Watchlist (SWISF, IMTL, NIR, TSOI)
September 28, 2023
Via
AB Newswire
New Advertising Partnerships Will Help Sekur Reach Wider Business Audience As It Rolls Out More Enterprise Cybersecurity and Privacy Solutions
September 27, 2023
--News Direct--
Via
News Direct
OTC Foreign Stocks On The Move Watchlist (SWISF, ACTHF, WRLGF, TETOF)
September 27, 2023
Via
AB Newswire
Sekur Private Data Ltd. (CSE: SKUR) (OTCQB: SWISF) (FRA: GTD0) Is ‘One to Watch’
September 21, 2023
Via
Investor Brand Network
InvestorNewsBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FSE: GDT0) Reports Triple-Digit Growth in Month-over-Month Privacy VPN Sales
September 20, 2023
Via
Investor Brand Network
Topics
Intellectual Property
Sekur Private Data Ltd.'s SekurVPN Swiss Hosted, Privacy VPN Records Sales up over 100% Month-Over-Month
September 20, 2023
Sekur expects exponential growth by 2024Website traffic increases by 650% in the last two weeksToronto, Ontario, and New York, New...
Via
Newsfile
Sekur Private Data: Primed For Significant Growth As Cyber Attacks On Gaming Industry Ramp Up
September 18, 2023
Via
AB Newswire
OTC Foreign Momentum Movers Watchlist (SWISF, MGDPF, FUUF, VRSSF)
September 15, 2023
Via
AB Newswire
Penny Stocks Poised to Pop on News (SWISF, YCRM, VRCFF, AABB)
September 14, 2023
Via
AB Newswire
Sekur Private Data Ltd. Signs Distribution Agreement with VYRE Network - Reaching over 1 million Global Streamers for Its Sekur Privacy Communications Solutions
September 12, 2023
Toronto, Ontario and New York, New York--(Newsfile Corp. - September 12, 2023) - Sekur Private Data Ltd. (CSE: SKUR) (OTCQB:...
Via
Newsfile
Topics
Artificial Intelligence
Cybersecurity Tech Company Sekur Reports Increased Traffic And Conversion Rates After Launching Revamped Website
September 08, 2023
--News Direct--
Via
News Direct
Sekur Private Data Ltd. Reduces Customer Acquisition Cost "CAC" to US$26 for August 2023 - Beating 2023 Target by 65% - All Sales Metrics Higher Month-Over-Month
September 06, 2023
Toronto, Ontario and New York, New York--(Newsfile Corp. - September 6, 2023) - Sekur Private Data Ltd. (CSE: SKUR) (OTCQB:...
Via
Newsfile
Topics
Intellectual Property
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