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home
about us
Investment Approach
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Market Analysis Summary
Mission Statement
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
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Company Name
Symbol
Price
Prev. Close
Volume
1 Year (%)
Linkers Industries Limited - Class A Ordinary Shares
LNKS
1.080
1.080
6,322
-130.87 (-99.18%)
Interactive Strength Inc. - Common Stock
TRNR
3.020
3.020
209
-288.88 (-98.97%)
Autozi Internet Technology (Global) Ltd. - Class A Ordinary Shares
AZI
1.150
1.150
2,713
-109.20 (-98.96%)
LZ Technology Holdings Limited - Class B Ordinary Shares
LZMH
1.160
1.160
190
-88.44 (-98.71%)
Cemtrex Inc. - Common Stock
CETX
2.470
2.470
1,305
-185.03 (-98.68%)
Fly-E Group, Inc. - Common Stock
FLYE
1.630
1.630
502
-120.77 (-98.67%)
GMEX ROBOTICS CORPORATION - Class A Ordinary Shares
GMEX
1.300
1.300
23,994
-95.09 (-98.65%)
SMX (Security Matters) Public Limited Company - Ordinary Shares
SMX
15.93
15.93
1,692
-1140.31 (-98.62%)
Robin Energy Ltd. - Common Stock
RBNE
2.490
2.490
729
-177.51 (-98.62%)
Erayak Power Solution Group Inc. - Class A Ordinary Shares
RAYA
2.350
2.350
119
-167.05 (-98.61%)
Meiwu Technology Company Limited - Ordinary Shares
WNW
2.500
2.500
1,023
-175.50 (-98.60%)
Calidi Biotherapeutics, Inc. Common Stock
CLDI
1.640
1.640
39,957
-112.24 (-98.56%)
Kaixin Holdings - Ordinary Shares
KXIN
5.300
5.300
31
-339.71 (-98.46%)
Nakamoto Inc. - Common Stock
NAKA
4.750
4.750
55
-298.45 (-98.43%)
Brera Holdings PLC - Class B Ordinary Shares
SLMT
3.920
3.920
51
-244.88 (-98.42%)
Faraday Future Intelligent Electric Inc. - Class A Common Stock
FFAI
5.930
5.930
873,907
-355.57 (-98.36%)
LQR House Inc. - Common Stock
YHC
2.100
2.100
7,915
-119.90 (-98.28%)
Psyence Biomedical Ltd. - Common Shares
PBM
3.170
3.170
576
-174.17 (-98.21%)
Mint Incorporation Limited - Class A Ordinary Shares
MIMI
1.670
1.670
1,485
-89.13 (-98.16%)
Baiya International Group Inc. - Ordinary Shares
BIYA
3.400
3.400
49,740
-177.85 (-98.12%)
Direct Digital Holdings, Inc. - Class A Common Stock
DRCT
2.550
2.550
0
-127.71 (-98.04%)
Silexion Therapeutics Corp - Ordinary Shares
SLXN
1.880
1.880
433
-88.52 (-97.92%)
Propanc Biopharma, Inc. - Common Stock
PPCB
1.010
1.010
779
-44.99 (-97.80%)
Global Mofy AI Limited - Class A Ordinary Shares
GMM
2.880
2.880
16,185
-126.62 (-97.78%)
Lakewood-Amedex Biotherapeutics Inc. - Common Stock
LABT
2.020
2.020
7,335
-84.48 (-97.66%)
Banzai International, Inc. - Class A Common Stock
BNZI
1.850
1.850
53
-73.95 (-97.56%)
Auddia Inc. - Common Stock
AUUD
1.020
1.020
3,192
-35.80 (-97.23%)
CCH Holdings Ltd - Class A Ordinary Shares
CCHH
1.270
1.270
6,944
-43.13 (-97.14%)
Diginex Limited - Ordinary Shares
DGNX
1.530
1.530
195,048
-51.06 (-97.09%)
XIAO-I Corporation - American Depositary Shares
AIXI
1.050
1.050
5,340
-34.35 (-97.03%)
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