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What We Buy Currently
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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
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
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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
RSVP-Signup Form
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Lotus Technology Inc. - American Depositary Shares
(NQ:
LOT
)
1.320
-0.030 (-2.22%)
Streaming Delayed Price
Updated: 3:59 PM EST, Jan 8, 2026
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All News about Lotus Technology Inc. - American Depositary Shares
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Lotus Technology Inc. Announces US$23 Million Strategic Investment from ECARX Holdings Inc.
December 29, 2025
From
Lotus Technology Inc.
Via
GlobeNewswire
Lotus Tech Debuts its First PHEV, Advancing into Wider Markets
December 12, 2025
From
Lotus Technology Inc.
Via
GlobeNewswire
Lotus Technology Reports Unaudited Third Quarter and First Nine Months 2025 Financial Results
November 24, 2025
From
Lotus Technology Inc.
Via
GlobeNewswire
Lotus Technology to Report Unaudited Third Quarter 2025 Financial Results on November 24, 2025
November 10, 2025
From
Lotus Technology Inc.
Via
GlobeNewswire
Deutsche Bank ADR Virtual Investor Conference: Presentations Now Available for Online Viewing
November 05, 2025
Company Executives Share Vision and Answer Questions at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
CORRECTION -- International companies to host live webcasts at Deutsche Bank’s Depositary Receipts Virtual Investor Conference on November 04, 2025
October 31, 2025
From
Virtual Investor Conferences
Via
GlobeNewswire
International companies to host live webcasts at Deutsche Bank’s Depositary Receipts Virtual Investor Conference on November 04, 2025
October 30, 2025
From
Virtual Investor Conferences
Via
GlobeNewswire
Lotus Technology Reports Unaudited Second Quarter and First Half 2025 Financial Results
August 29, 2025
From
Lotus Technology Inc.
Via
GlobeNewswire
Earnings Scheduled For August 29, 2025
↗
August 29, 2025
Via
Benzinga
Lotus Technology Received up to $300 Million Funding Commitment to Advance Business Development and Strengthen Liquidity
August 19, 2025
From
Lotus Technology Inc.
Via
GlobeNewswire
Lotus Technology to Acquire 100% Equity Interest of Lotus Advance Technologies and Integrate All Business and Operations under Lotus Brand
July 01, 2025
From
Lotus Technology Inc.
Via
GlobeNewswire
12 Consumer Discretionary Stocks Moving In Thursday's After-Market Session
↗
June 26, 2025
Via
Benzinga
Lotus Technology Reports Unaudited First Quarter 2025 Financial Results
June 25, 2025
From
Lotus Technology Inc.
Via
GlobeNewswire
Earnings Scheduled For June 25, 2025
↗
June 25, 2025
Via
Benzinga
Lotus Technology to Report Unaudited First Quarter 2025 Financial Results on June 25, 2025
June 17, 2025
From
Lotus Technology Inc.
Via
GlobeNewswire
Lotus Technology Releases 2024 ESG Report, Showcasing Commitment to Sustainability and Innovation
May 26, 2025
From
Lotus Technology Inc.
Via
GlobeNewswire
12 Consumer Discretionary Stocks Moving In Thursday's Intraday Session
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May 01, 2025
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CVS Health Posts Better-Than-Expected Earnings, Joins CommScope, Microsoft, Meta, Chart Industries, And Other Big Stocks Moving Higher On Thursday
↗
May 01, 2025
Via
Benzinga
Lotus Technology Inc. Announces Filing of Annual Report on Form 20-F
April 30, 2025
From
Lotus Technology Inc.
Via
GlobeNewswire
Lotus Technology Reports Unaudited Fourth Quarter and Full Year 2024 Financial Results
April 22, 2025
From
Lotus Technology Inc.
Via
GlobeNewswire
Earnings Scheduled For April 22, 2025
↗
April 22, 2025
Via
Benzinga
Lotus Technology to Acquire 51% Equity Interest of Lotus Advance Technologies and Integrate All Business under Lotus Brand
April 16, 2025
From
Lotus Technology Inc.
Via
GlobeNewswire
12 Consumer Discretionary Stocks Moving In Thursday's After-Market Session
↗
April 10, 2025
Via
Benzinga
Lotus Technology Announces Management and Board Changes
April 08, 2025
From
Lotus Technology Inc.
Via
GlobeNewswire
12 Consumer Discretionary Stocks Moving In Monday's Intraday Session
↗
April 07, 2025
Via
Benzinga
Lotus Technology to Report Unaudited Fourth Quarter and Full Year 2024 Financial Results on April 22, 2025
March 28, 2025
From
Lotus Technology Inc.
Via
GlobeNewswire
KB Home Posts Downbeat Results, Joins UniFirst, Oklo And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
↗
March 25, 2025
Via
Benzinga
These stocks are moving in today's session
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March 24, 2025
Curious to know what's happening on the US markets in the middle of the day on Monday? Join us as we explore the top gainers and losers in today's session.
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12 Consumer Discretionary Stocks Moving In Monday's Intraday Session
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March 24, 2025
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March 14, 2025
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