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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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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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OTC Markets Group Inc
(OP:
OTCM
)
54.61
+0.60 (+1.11%)
Streaming Delayed Price
Updated: 1:37 PM EST, Jan 13, 2026
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All News about OTC Markets Group Inc
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OTC Markets Group Welcomes Thiogenesis Therapeutics, Corp. to OTCQX
February 12, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Wilhelmina International, Inc. to OTCQX
February 12, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Tantalus Systems Holding Inc. to OTCQX
February 11, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Piraeus Financial Holdings to OTCQX
February 03, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Digital Domain Holdings Limited to OTCQX
February 03, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Reports $478.7 Billion in Total Dollar Volume Traded for 2024, Marking Significant Year-Over-Year Growth
January 28, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Simply Better Brands Corp. to OTCQX
January 23, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Announces Quarterly Index Performance and Rebalancing
January 22, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Sol Strategies Inc. to OTCQX
January 21, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes LQWD TECHNOLOGIES CORP. to OTCQX
January 21, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Community Investors Bancorp, Inc. to OTCQX
January 06, 2025
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Announces the 2025 OTCQX Best 50
January 15, 2025
From
OTC Markets
Via
GlobeNewswire
InvestorNewsBreaks – Chris King, OTC Markets Group (OTCM) Featured in Stock2Me Podcast
January 03, 2025
Via
Investor Brand Network
OTC Markets Group Welcomes Acuren Corporation to OTCQX
December 30, 2024
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes American Lithium Corp. to OTCQX
December 30, 2024
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Metaplanet Inc. to OTCQX
December 19, 2024
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Osprey BNB Chain Trust to OTCQX
December 18, 2024
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Nevada Canyon Gold Corp to OTCQX
December 16, 2024
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Rigel Resource Acquisition Corp to OTCQX
December 12, 2024
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Mongolian Mining Corporation to OTCQX
December 11, 2024
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Grayscale Basic Attention Token Trust® to OTCQX
December 06, 2024
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes City of London Investment Group PLC to OTCQX
December 02, 2024
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Announces Launch of MOON ATS, A New Overnight Trading Platform for National Market System (NMS) Securities
November 20, 2024
OTC Markets now offers overnight sessions for both exchange-listed NMS securities and OTC equity securities through OTC Link
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes SWEDENCARE AB to OTCQX
November 19, 2024
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Online Vacation Center Holdings Corp. to OTCQX
November 12, 2024
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Reports Third Quarter 2024 Results Delivering Operating and Net Income Growth
November 06, 2024
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Corero Network Security plc to OTCQX
November 04, 2024
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Brazilian Rare Earths Ltd. to OTCQX
October 31, 2024
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Announces Third Quarter 2024 Earnings Conference Call and Webcast
October 30, 2024
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Announces Quarterly Index Performance and Rebalancing
October 25, 2024
From
OTC Markets
Via
GlobeNewswire
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