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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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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
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Verses AI Inc
(OP:
VRSSF
)
2.020
+0.020 (+1.00%)
Streaming Delayed Price
Updated: 3:56 PM EST, Dec 26, 2025
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VERSES Receives Acceptance from NEO Exchange for Warrant Listing
January 23, 2023
From
VERSES
Via
GlobeNewswire
VERSES Receives Acceptance From NEO Exchange Inc. for Proposed Warrant Amendments
December 16, 2022
From
VERSES
Via
GlobeNewswire
VERSES Publishes New Research Proposing Future Path for AI
December 14, 2022
White paper describes novel approach to machine intelligence that underpins VERSES platform
From
VERSES
Via
GlobeNewswire
Small Cap Growth Virtual Investor Conference: Presentations Now Available for Online Viewing
December 02, 2022
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
Karl Friston joins VERSES as Chief Scientist to Lead New Era in Artificial Intelligence
December 01, 2022
Renowned theoretical neuroscientist and leading authority on brain imaging to lead VERSES research and application of Active Inference
From
VERSES
Via
GlobeNewswire
Small Cap Growth Virtual Investor Conference Agenda Announced for December 1st
November 28, 2022
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
VERSES Partners with Blue Yonder for the Resale of Adaptive Intelligence Solutions for the Global Supply Chain
November 28, 2022
VERSES adaptive intelligence and Spatial Twin management applications are now accessible to Blue Yonder’s global logistics customers
From
VERSES
Via
GlobeNewswire
VERSES Announces Stock Option Grants
November 08, 2022
From
VERSES
Via
GlobeNewswire
VERSES to Participate at the LD Micro Main Event XV
October 25, 2022
Founder and CEO to present corporate overview on Wednesday, October 26, 2022, at 11:30 a.m PDT
From
VERSES
Via
GlobeNewswire
VERSES Enables Autonomous Drone Crowd Safety Monitoring Missions in Zaragoza, Spain
October 20, 2022
COSM artificial intelligence operating system, geospatial digital infrastructure and drone mobility portal deployed during the 2022 Pilar Festivities
From
VERSES
Via
GlobeNewswire
Former Vice Chairman of Deloitte Jay Samit joins VERSES Board of Directors as Chairman
October 11, 2022
International bestselling author, entrepreneur and leading expert on disruption and technology innovation to serve as Non-Executive Chair
From
VERSES
Via
GlobeNewswire
VERSES Begins Trading on the OTCQX under the symbol VRSSF
October 04, 2022
From
VERSES
Via
GlobeNewswire
OTC Markets Group Welcomes VERSES Technologies Inc. to OTCQX
October 04, 2022
From
OTC Markets
Via
GlobeNewswire
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