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home
about us
Investment Approach
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Value Proposition
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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Client Information
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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 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
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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All News about NDA
Trump Administration Projects 'Record-Breaking' Tax Refunds For 2026 —Tax Payers Can Expect 'Extra $1,000 Bump'
↗
November 20, 2025
he Trump Admin projects record 2026 tax refunds with an average $1,000 bump. See how $191B in new tax relief impacts your return.
Via
Benzinga
Topics
Government
OTC Markets Group Welcomes Neptune Digital Assets Corp. to OTCQX
July 30, 2025
From
OTC Markets
Via
GlobeNewswire
Neptune Digital Assets Recognized Again as a Top 50 TSX Venture Exchange Company
February 19, 2025
Vancouver, British Columbia--(Newsfile Corp. - February 19, 2025) - Neptune Digital Assets Corp. (TSXV: NDA) (OTCQB: NPPTF) (FSE: 1NW) ("Neptune"...
Via
Newsfile
Bitcoin Rally Sparks Altcoin Boom, Propelling Solana to $250
November 21, 2024
On Behalf of Neptune Digital Assets Corp. Solana’s (SOL) recent surge to $250, its highest since 2021, has been fueled by Bitcoin’s climb to $94,000 and strong market sentiment surrounding Solana’s...
Via
PressReach
Neptune Expands Fantom Holdings Ahead of Sonic Network Migration
November 21, 2024
(November 21, 2024) - Neptune Digital Assets Corp. (TSXV:NDA) (OTCQB:NPPTF) (FSE:1NW) ("Neptune" or the "Company"), one of the first publicly traded blockchain companies in
Via
PressReach
Topics
Derivatives
Blockchain & Digital Assets Virtual Investor Conference: Presentations Now Available for Online Viewing
April 26, 2024
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
Blockchain & Digital Assets Virtual Investor Conference Agenda Announced for April 25th
April 22, 2024
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
Bitcoin Price Could Surpass $150k by the End of the Year
March 28, 2024
The Bitcoin bull run is back and it could be its strongest run yet, according to experts. After a tumultuous 2022, which saw the cryptocurrency market lose $2 trillion and Bitcoin’s price drop by 63%,...
Via
PressReach
Topics
ETFs
Regulatory Compliance
Neptune Announces an Additional 53,000 Terahash of Bitcoin Mining Machines Are Now Operational
September 21, 2022
Vancouver, British Columbia--(Newsfile Corp. - September 21, 2022) - Neptune Digital Assets Corp. (TSXV: NDA) (OTC Pink: NPPTF) (FSE: 1NW)...
Via
Newsfile
Topics
Energy
Silicon Valley Giant Spat Over Crypto’s ‘Currency of the Internet’ Status Highlights Inevitability
April 26, 2022
FN Media Group Presents USA News Group News Commentary Vancouver, BC – April 26, 2022 – USA News Group – Bitcoin (BTC) or Dogecoin (DOGE)? Which cryptocurrency will prevail and be embraced as the...
Via
FinancialNewsMedia
Neptune Expands Bitcoin Mining Operations Through a Partnership with Luxor Technology Corporation
May 26, 2021
Vancouver, British Columbia--(Newsfile Corp. - May 26, 2021) - NEPTUNE DIGITAL ASSETS CORP. (TSXV: NDA) (OTC: NPPTF) FSE: 1NW) ("Neptune"...
Via
Newsfile
Neptune Commences Bitcoin Mining Operations and Provides Corporate Update
April 28, 2021
Vancouver, British Columbia--(Newsfile Corp. - April 28, 2021) - NEPTUNE DIGITAL ASSETS CORP. (TSXV: NDA) (OTC: NPPTF) (FSE:1NW) ("Neptune"...
Via
Newsfile
Link Global's Subsidiary Pure Digital Power Corp. Signs A Letter of Intent With a Leading Solar Consultant to Source 20MW of Solar Power
April 13, 2021
VANCOUVER, BC / ACCESSWIRE / April 13, 2021 / LINK GLOBAL TECHNOLOGIES INC. (CSE: LNK; FRA: LGT; OTC: LGLOF) ("LINK" or the "Company"), an innovative power and infrastructure solutions provider for...
From
Link Global Technologies Inc.
Via
AccessWire
Topics
Initial Public Offering
Link Global Technologies Signs A Shareholders Agreement With Neptune Digital Assets Corp. Creating - Pure Digital Power Corp.
April 12, 2021
Release Highlights: - Pure Digital Power will be a 50/50 joint venture between LINK and Neptune, sharing equally in costs and revenues. - The first Pure Digital Power site will be in Alberta, Canada,...
From
Link Global Technologies Inc.
Via
AccessWire
Topics
Energy
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