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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
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Back Dated Performance Reports
Quarterly Performance Reports
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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
RSVP-Signup Form
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WISeKey International Holding Ltd - American Depositary Shares
(NQ:
WKEY
)
7.920
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, May 7, 2026
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WISe.ART the Digital Art Platform of WISeKey, Unveils the Renaissance Coin: Revolutionizing Art Investment and Preservation with a Unique Blend of Technology and Heritage
November 13, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
Avium Digital and WISeKey Join Forces to Enhance Secure Communications and Fortify Avium's SaaS Solution for Vertiport Infrastructures
November 10, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey’s Subsidiary, SEALSQ Corp Announces New Board Member
November 07, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey’s Subsidiary WISeSAT.space Ushers a New Era of Smart Containers, Deploying its Cutting Age Track & Trace Technology for Caspian Container Company SA, a Container Logistics Arm of Integral Group
November 07, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey’s Subsidiary, SEALSQ Will Be Showcasing a Unique Integrated Solution for Matter Smart Home Devices at the Connectivity Standards Alliance (CSA) Member Meeting, to be held from November 13 - 16 in Geneva
November 06, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
7 Secret Semiconductor Stocks Ready to Grab the Spotlight
↗
November 02, 2023
Here are just a few of the top semiconductor stocks investors should buy and hold heading into the new year.
Via
InvestorPlace
WISeKey and OISTE.ORG Advocate at the Inaugural Global AI Safety Summit for a Decentralized AI Strategy to Protect Individual Liberties and Autonomy in Cyberspace
November 02, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey’s Subsidiary, SEALSQ Corp Announces New Board Member
November 01, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey SEALSQ Enhances IoT with AI Integration for Advanced Predictive Analysis and Efficient Device Behavior Insights
October 30, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey’s Subsidiary, SEALSQ to Launch a Dedicated Service Supporting OEMs Achieve Compliance with the "U.S. Cyber Trust Mark" Initiative
October 25, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey and the ONUART Foundation Presented at the II GLOBAL DIALOGUE "Towards the World of One Humanity: The Role of AI" event held at the Palais Des Nations in Geneva
October 23, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey and OISTE Foundation Advocate for a decentralized AI at the Global Dialogue event organized by United Nations Alliance of Civilizations (UNAOC)
October 20, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey and Aesopower team up to introduce secure street lighting controller to smart city market
October 18, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey Announces Nine Month 2023 Unaudited Revenue of $22.6 Million; Reports a 21% Increase from the Nine Month 2022 Period
October 17, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey Congratulates its Partner PLD Space, From the NASDAQ Tower In New York, For the Successful Launch of MIURA 1
October 16, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey’s Subsidiary, WISe.ART Launches a Marketing Campaign Aiming to Enlist Galleries, Museums, and Artists on its MarketPlace
October 13, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey Group Subsidiary SEALSQ achieves ISO 14001 Certification
October 12, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
Top 5 Tech Stocks You'll Regret Missing This Quarter
↗
October 10, 2023
The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.
Via
Benzinga
WISeKey to Present at Maxim’s 2023 Virtual Tech Conference Series “Exploring All Corners of the Tech Sector” on October 10
October 10, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
12 Information Technology Stocks Moving In Thursday's After-Market Session
↗
October 05, 2023
Via
Benzinga
WISeKey International Holding AG: Comprehensive Financial & Growth Strategy Analysis by BestGrowthStocks.Com
October 05, 2023
--News Direct--
Via
News Direct
WISeKey International Holding AG: Comprehensive Financial & Growth Strategy Analysis by BestGrowthStocks.Com
October 05, 2023
NEW YORK, NY / NewsDirect / October 5th, 2023 / Best Growth Stocks, a leading independent equity research and corporate access firm focused on finding and reporting on the best growth stocks utilizing...
Via
TheNewswire.com
WISeKey’s subsidiary WISeSat cutting-edge, security-hardened IoT nanosatellite crafted to significantly reduce satellite costs tailored for IoT deployments, gains momentum
October 04, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
Stocks That Hit 52-Week Lows On Tuesday
↗
October 03, 2023
On Tuesday, 647 companies set new 52-week lows.
Via
Benzinga
WISeKey, WISeSAT, FOSSA Systems, and BA Lab Join Forces to Revolutionize the Logistics Industry with Innovative Satellite Track & Trace Solution
October 02, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey Announces First Half 2023 Financial Results
September 29, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISe.ART The Future of Philanthropy: NFTs and Empowerment Through Art
September 28, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey Further Expands its Taiwan Footprint with the Signing of a Distribution Agreement with Holy Stone
September 28, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey Wins Cisco 2023 Supply Chain Security Champion Award
September 27, 2023
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
Stocks That Hit 52-Week Lows On Tuesday
↗
September 26, 2023
On Tuesday, 386 stocks made new 52-week lows.
Via
Benzinga
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