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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
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
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Back Dated Performance Reports
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FIP
Event Schedule
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Event Schedule
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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
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Zoned Properties Inc
(OP:
ZDPY
)
0.4044
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Updated: 11:54 AM EST, Jan 12, 2026
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The Week In Cannabis: Earnings Season, A GOP Legalization Bill, Seth Rogen & Sarah Silverman's Campaign
↗
November 12, 2021
Below is a recap of the main news related to the cannabis industry and markets for the week of November 8, 2021.
Via
Benzinga
Topics
Cannabis
Zoned Properties Posts 28% Revenue Growth In Q3, Successfully Builds Professional Team
↗
November 10, 2021
Cannabis real estate development firm Zoned Properties, Inc. (OTCQB:
Via
Benzinga
Topics
Cannabis
Zoned Properties Reports Third Quarter 2021 Financial Results
November 10, 2021
From
Zoned Properties, Inc.
Via
Business Wire
Million Dollar Matchmakers: What Does it Take to Put Together a Multi-Million-Dollar Real Estate Project in the Cannabis Industry?
↗
October 11, 2021
L to R: Kristi Buechler, Senior Advisor; Bryan McLaren, Chairman, and CEO; Berekk Blackwell, COO; and Patrick Moroney, Director of Real Estate
Via
Benzinga
Topics
Cannabis
These 5 Cannabis Stocks Have More Than Doubled Their Prices In The Last Year—And You Can Meet Their Management
↗
October 09, 2021
With new jurisdictions coming online on a consistent basis and the increasing
Via
Benzinga
Topics
Cannabis
Zoned Properties to Present at Benzinga’s Cannabis Capital Conference in New York
September 28, 2021
From
Zoned Properties, Inc.
Via
Business Wire
Zoned Properties Completes $8M Expansion At Chino Valley Cultivation Facility, Plans To Bolster Portfolio And Cash Flow
↗
August 24, 2021
Cannabis-focused real estate development firm Zoned Properties, Inc. (OTCQB:
Via
Benzinga
Zoned Properties Announces Completion of $8 Million Expansion at Its Chino Valley Cultivation Facility
August 24, 2021
From
Zoned Properties, Inc.
Via
Business Wire
The Week In Cannabis: An Earnings Avalanche, Biden's Clemency Plans, Cuomo's Resignation And More
↗
August 13, 2021
Below is a recap of the main news related to the cannabis industry and markets for the week of August 13, 2021, which was marked by earnings report...
Via
Benzinga
Topics
Cannabis
Cannabis REIT Zoned Properties Q2 Revenue Advances 83% To $0.56M
↗
August 13, 2021
Cannabis-focused real estate development firm Zoned Properties Inc. (OTCQB:
Via
Benzinga
Topics
Cannabis
Zoned Properties Reports Second Quarter 2021 Financial Results
August 12, 2021
From
Zoned Properties, Inc.
Via
Business Wire
Cannabis Movers & Shakers: Bianchi & Brandt, Zoned Properties, TILT Holdings, POSaBIT
↗
July 26, 2021
Bianchi & Brandt Taps Marley McIntosh To Serve As Social Media Coordinator Cannabis-focused litigation law firm Bianchi &am...
Via
Benzinga
Topics
Cannabis
Zoned Properties Establishes In-House Brokerage Team Expanding Commercial Real Estate Offerings
July 22, 2021
From
Zoned Properties, Inc.
Via
Business Wire
Cannabis Movers & Shakers: The Ideation Lab, CanaFarma, Zoned Properties, Alabama Medical Cannabis Commission, Green Organic Dutchman, TerrAscend
↗
July 08, 2021
The Ideation Lab Appoints Christina Jefferson To Advisory Board The Ideation Lab, LLC has tapped Christina Jef...
Via
Benzinga
Topics
Cannabis
Zoned Properties Appoints Berekk Blackwell as Chief Operating Officer, Expanding its Executive Team and Commercial Real Estate Services
July 01, 2021
From
Zoned Properties, Inc.
Via
Business Wire
Zoned Properties Enhances Future Growth Potential with Expanded Real Estate Services and PropTech Project Advancements
June 08, 2021
From
Zoned Properties, Inc.
Via
Business Wire
Zoned Properties CEO: Exclusive On Recent Developments In Cannabis Real Estate
↗
June 04, 2021
Bryan McLaren, chairman and CEO of Zoned Properties (OTCQB:ZDPY), talked abo...
Via
Benzinga
Topics
Cannabis
Benzinga Cannabis Capital Conference - June 3 Agenda
↗
June 02, 2021
The premier gathering of cannabis entrepreneurs and investors in North America returns for an all-day virtual event on June 3-4.
Via
Benzinga
Topics
Cannabis
How Zoned Properties' Robust Growth Strategy is Generating Rapid Improvement in Diversified Revenue Potential
↗
May 14, 2021
Finding and securing property in highly regulated industries like cannabis can be extremely challenging today. Busi...
Via
Benzinga
Topics
Cannabis
Zoned Properties Reports First Quarter 2021 Financial Results
May 13, 2021
From
Zoned Properties, Inc.
Via
Business Wire
Zoned Properties Expands Real Estate Services with PropTech Data Projects
May 07, 2021
From
Zoned Properties, Inc.
Via
Business Wire
Video: Zoned Properties' Bryan McLaren On Enhancing Real Estate Value In Cannabis
↗
May 04, 2021
In view of the legal patchwork of regulations and restrictions governing the cannabis industry and it vast differences from state-to-state, finding...
Via
Benzinga
Topics
Cannabis
Video: Benzinga Cannabis Insider 4/26 Ft. Bryan Mclaren, CEO Of Zoned Properties (ZDPY)
↗
April 26, 2021
Benzinga’s
Via
Benzinga
Topics
Cannabis
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