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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
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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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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SRAX To Host the LD Micro Main Event In-Person and Virtually October 12-14
July 26, 2021
From
SRAX, Inc.
Via
Business Wire
CryptoNewsBreaks – SRAX Inc. (NASDAQ: SRAX) Provides Replay of Presentations from Inaugural Sequire Blockchain Conference
July 22, 2021
Via
CryptoCurrencyWire
Replays Available from the Influential Companies of the Sequire Blockchain Conference
July 22, 2021
From
SRAX, Inc.
Via
Business Wire
SRAX Launches Investment Advisor Feature on the Sequire Platform
July 20, 2021
From
SRAX, Inc.
Via
Business Wire
Crypto Currents: Square Creating Bitcoin-Focused Financial Services Business
↗
July 17, 2021
As cryptocurrencies get increasing attention, Wall Street and its traditional banks continue to adjust to the shift. Catch up on the week's top stories highlighting the intersection of these old guard...
Via
Talk Markets
SRAX to Host Brock Pierce, Maja Vujinovic, Saum Noursalehi, and more as Keynote Speakers at the 2021 Sequire Blockchain Conference
July 09, 2021
From
SRAX, Inc.
Via
Business Wire
Crypto Currents: Cathy Wood's ARK Files To Form Bitcoin ETF
↗
July 04, 2021
As cryptocurrencies get increasing attention from investors, Wall Street and traditional banks continue to adjust to the shift. Catch up on this week's top stories highlighting the intersection of the...
Via
Talk Markets
SRAX Launches Microcaps.com, a Curated Content Site for the Microcap Space
June 30, 2021
From
SRAX, Inc.
Via
Business Wire
SRAX Releases Automated Email and SMS Features on the Sequire Platform
June 28, 2021
From
SRAX, Inc.
Via
Business Wire
12 Information Technology Stocks Moving In Monday's Pre-Market Session
↗
June 28, 2021
Gainers Marin Software (NASDAQ:MRIN) stock increased by 38.58% to $5.28 during Monday's pre-market session. The company's market cap stands at $57.9 million....
Via
Benzinga
Crypto Currents: Citi Launches Crypto Unit In Wealth Management Division
↗
June 26, 2021
As bitcoin, ethereum and other cryptocurrencies get increasing attention from investors, Wall Street and its traditional banks continue to adjust to the shift. Here's the weekly recap of the news of...
Via
Talk Markets
The LD Micro Invitational, Hosted by SRAX, Featured Many Influential Companies - Replays Still Available
June 24, 2021
From
SRAX, Inc.
Via
Business Wire
SRAX to Host the Sequire Blockchain and Crypto Conference on July 15th, 2021
June 21, 2021
From
SRAX, Inc.
Via
Business Wire
10 Information Technology Stocks With Unusual Options Alerts In Today's Session
↗
June 15, 2021
This unusual options alert can help traders discover the next big trading opportunities. Traders will search for circumstances when the market estimation of an option diverges...
Via
Benzinga
SRAX Releases the 1x1 Meeting Feature on the Sequire Virtual Events Platform
June 14, 2021
From
SRAX, Inc.
Via
Business Wire
12 Information Technology Stocks Moving In Wednesday's After-Market Session
↗
June 09, 2021
Gainers Aurora Mobile (NASDAQ:JG) shares ro...
Via
Benzinga
Stocks That Hit 52-Week Highs On Wednesday
↗
June 09, 2021
During Wednesday's morning trading, 251 companies set new 52-week highs. Areas of Interest: Alphabet (NASDAQ:GOOG) was the company with the largest market cap...
Via
Benzinga
12 Information Technology Stocks Moving In Tuesday's After-Market Session
↗
June 08, 2021
h3>Gainers Nxt-ID (NASDAQ:NXTD) shares rose 4...
Via
Benzinga
Astro Aerospace to Present at the 2021 LD Micro Invitational
June 08, 2021
Dallas, Texas--(Newsfile Corp. - June 8, 2021) - Astro Aerospace (OTCQB: ASDN) ("Astro" or the "Company"), a developer of eVTOL...
Via
Newsfile
Topics
Emissions
Lobe Sciences to Present at the LD Micro Invitational XI
June 07, 2021
Vancouver, British Columbia--(Newsfile Corp. - June 7, 2021) - Lobe Sciences Ltd. (CSE: LOBE) (OTC Pink: GTSIF) ("Lobe" or the...
Via
Newsfile
SRAX Set to Join Russell Microcap® Index
June 07, 2021
From
SRAX, Inc.
Via
Business Wire
SRAX to Host Jaime Rogozinski, Rishi Khanna, and Matt Hulsizer as Keynote Speakers at the 11th Annual LD Micro Invitational
June 02, 2021
From
SRAX, Inc.
Via
Business Wire
12 Communication Services Stocks Moving In Wednesday's Pre-Market Session
↗
June 02, 2021
Gainers AMC Entertainment (NYSE:AMC) shares rose 21.31% to $38.87 during Wednesday's pre-market session. The company's market cap stands at $17.5 billion. 9F (...
Via
Benzinga
Crypto Currents: PayPal To Allow Customers To Withdraw Cryptocurrency
↗
May 30, 2021
As bitcoin, ethereum and other cryptocurrencies get increasing attention from investors, Wall Street and its traditional banks continue to adjust to the shift. Catch up on this week's top...
Via
Talk Markets
The Intersection: Crypto And Wall Street This Week - Saturday, May 22
↗
May 22, 2021
As cryptocurrencies get increasing attention from investors, Wall Street and banks continue to adjust to the shift. Catch up on this week's top stories highlighting the intersection of these old guard...
Via
Talk Markets
SRAX Reports Continued Revenue Growth in Q1 2021 and Increases Full-Year Guidance
May 17, 2021
From
SRAX, Inc.
Via
Business Wire
CannabisNewsBreaks – Grapefruit USA Inc. (GPFT) Releases Q1 2021 Financial Numbers, Chooses SRAX Inc. (NASDAQ: SRAX) as Communications Partner
May 26, 2021
Via
CannabisNewsWire
Topics
Cannabis
SRAX Teams Up with Zoom to Launch Sequire Audience
May 17, 2021
From
SRAX, Inc.
Via
Business Wire
Earnings Scheduled For May 17, 2021
↗
May 17, 2021
Companies Reporting Before The Bell • Hycroft Mining Holding (NASDAQ:HYMC) is estimated to report earnings for its first quarter. • U.S. Well Services (NASDAQ:...
Via
Benzinga
SRAX Expands Team to Build the Sequire Investor Community
May 11, 2021
From
SRAX, Inc.
Via
Business Wire
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