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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
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
RSVP-Signup Form
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(CSE:
SWIS
)
N/A
UNCHANGED
Last Price
Updated: 3:49 PM EDT, Apr 13, 2022
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Volume
0
Open
-
Bid (Size)
0.1750 (11,000)
Ask (Size)
0.3150 (2,500)
Prev. Close
0.3000
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Top News
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Sekur Private Data Starts Sales in Colombia - Starting Latin America Expansion of Sekur Privacy and Cybersecurity Solutions
April 20, 2022
TORONTO, ON and NEW YORK, NY / ACCESSWIRE / April 20, 2022 / Sekur Private Data Ltd. (OTCQB:SWISF)(CSE:SKUR)(FRA:GDT) ("Sekur" or the "Company"), the leader in Swiss hosted secure communications and...
From
Sekur Private Data Ltd.
Via
AccessWire
GlobeX Data Ltd. Name Changes to Sekur Private Data Ltd. - CSE Ticker Changes to SKUR Effective April 14 2022
April 13, 2022
TORONTO, ON and NEW YORK, NY / ACCESSWIRE / April 13 2022 / GlobeX Data Ltd. (OTCQB:SWISF) (CSE:SWIS) (FRA:GDT) ("GlobeX" or the "Company"), the leader in Swiss hosted secure communications and secure...
From
GlobeX Data Ltd.
Via
AccessWire
Performance
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GlobeX Data's Sekur Signs Up with B2B Referral Platform from PartnerStack and Ingram Micro Cloud
April 11, 2022
From
GlobeX Data Ltd.
Via
AccessWire
GlobeX Data Ltd. to Change its Name to Sekur Private Data Ltd.
April 07, 2022
From
GlobeX Data Ltd.
Via
AccessWire
GlobeX Data's Sekur Increases Sales in Q1 2022 vs Q1 2021 by Over 5,600% - Increases New Subscribers by Over 1,900% in Same Period
March 29, 2022
From
GlobeX Data Ltd.
Via
AccessWire
GlobeX Data to Present at Emerging Growth Conference on March 30th 2022
March 25, 2022
From
GlobeX Data Ltd.
Via
AccessWire
GlobeX Data to Hold Webinar with Fundamental Research Corp. Wed, Mar 23, 2022 - Privacy and Cybersecurity Firm Aiming to Capture a Share of Gmail and WhatsApp Markets
March 21, 2022
From
GlobeX Data Ltd.
Via
AccessWire
GlobeX Data Launches Swiss Hosted "Sekur" for Businesses, Including New SekurMail Solutions for Consumers and Businesses with Private Domains Hosting
March 08, 2022
From
GlobeX Data Ltd.
Via
AccessWire
GlobeX Data Update on Launch of SekurMessenger with America Movil's Telcel - Aims to Replace WhatsApp for Business
February 01, 2022
From
GlobeX Data Ltd.
Via
AccessWire
GlobeX Data Extends Sponsorship of The Epoch Times YouTube Programs - theeopchtimes.com - Reaching Over 1.35 million Followers of Roman Balmakov, and Joshua Philipp
January 20, 2022
From
GlobeX Data Ltd.
Via
AccessWire
GlobeX Data Announces Application to Uplist to OTCQX Listing in the United States
January 18, 2022
From
GlobeX Data Ltd.
Via
AccessWire
New to The Street Announces 8 Interviews for This Week’s TV Broadcast, Episode #290, on NEWSMAX January 16, 2022, 10-11 AM ET
January 14, 2022
From
FMW Media Works Corp
Via
AccessWire
GlobeX Data Partners with Peak Prosperity to Offer Sekur’s Swiss Hosted Private and Secure Communications Solutions to its 150K+ Members and 440K+ Followers
January 11, 2022
From
GlobeX Data Ltd.
Via
AccessWire
GlobeX Data CEO Letter to Shareholders and The Year Ahead
January 03, 2022
From
GlobeX Data Ltd.
Via
AccessWire
GlobeX Data Issues Stock Options to Directors and Officers
December 22, 2021
From
GlobeX Data Ltd.
Via
AccessWire
GlobeX Data Receives First Analyst Coverage from Fundamental Research Corp.
December 20, 2021
From
GlobeX Data Ltd.
Via
AccessWire
New to The Street exciting Newsmax T.V. Sunday 10AM Lineup Featuring Glintpay with CEO Jason Cozens, Buy, Save and Spend Real Gold
December 17, 2021
From
FMW Media Works Corp
Via
AccessWire
GlobeX Data’s SEKUR Privacy and Security Segment and CEO Interviews Viewership Increases to over 62,000 Viewers Weekly Since Start in July 2021 on Newsmax TV, Fox Business TV and Bloomberg TV
November 18, 2021
From
GlobeX Data Ltd.
Via
AccessWire
Topics
Economy
GlobeX Data Closes Final Amount of CAD 2.14 million (USD 1.7 million) in Oversubscribed Non-Brokered Private Placement
November 17, 2021
From
GlobeX Data Ltd.
Via
AccessWire
Topics
Economy
GlobeX Data Closes CAD 1.74 Million (USD 1.4 Million) in Oversubscribed Non-Brokered Private Placement
November 09, 2021
From
GlobeX Data Ltd.
Via
AccessWire
Topics
Economy
GlobeX Data Completes First SekurMessenger Government Sale
November 08, 2021
From
GlobeX Data Ltd.
Via
AccessWire
Topics
Economy
Hacking
GlobeX Data to Sponsor The Epoch Times Spanish Language YouTube Programs - theeopchtimes.com - Reaching over 60 million Strong Hispanic and Latino American Population of the USA
November 05, 2021
From
GlobeX Data Ltd.
Via
AccessWire
Topics
Economy
GlobeX Data Secures 1.5 million Canadian Dollars in Financing Commitments
October 27, 2021
From
GlobeX Data Ltd.
Via
AccessWire
Topics
Economy
GlobeX Data's SEKUR Privacy and Security Solution Increases Quarter Over Quarter Subscriptions by over 1,260% from Q2 to Q3 2021
October 20, 2021
From
GlobeX Data Ltd.
Via
AccessWire
Topics
Economy
Hacking
Show 250 and 12th Year Anniversary Week for New to The Street
October 15, 2021
From
FMW Media Works Corp
Via
AccessWire
Topics
Artificial Intelligence
Data Breach
Intellectual Property
Frequently Asked Questions
Is SWIS publicly traded?
Yes, SWIS is publicly traded.
What exchange does SWIS trade on?
SWIS trades on the Canadian Securities Exchange
What is the ticker symbol for SWIS?
The ticker symbol for SWIS is SWIS on the Canadian Securities Exchange
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