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home
about us
Investment Approach
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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
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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
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
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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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MARKET RESEARCH
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Articles published by Domo
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Domo Ranked a Top Vendor in the Dresner Advisory Services Guided Analytics Market Study
May 09, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Executives to Participate in the 17th Annual Needham Technology & Media Conference
May 04, 2022
From
Domo
Via
Business Wire
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DOMO
Domo’s Low-Code Data App Platform Helps Customers Develop Analytic Content 50 to 75 Percent Faster According to New Independent Study by Nucleus Research
April 25, 2022
From
Domo
Via
Business Wire
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DOMO
Domo Named #1 Vendor in Dresner Advisory Services' 2022 Cloud Computing and Business Intelligence Market Study for the Sixth Consecutive Year
April 12, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Announces Integrations with Microsoft 365 and Teams
April 06, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Launches Data Apps to Fill the Gaps of Traditional BI and Analytics
March 23, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Releases Key Platform Enhancements that Help Put Data to Work for Everyone
March 23, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
New Domo Study Shows the Data Decision Gap is Holding Business Back
March 23, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
Domo and Moss Adams to Enhance Office of the CFO Capabilities with Modern Data Analytics
March 22, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Wins Five Dresner Advisory Services Technology Innovation Awards
February 10, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Named a Top Vendor in 2021 Dresner Advisory Services' Embedded Business Intelligence Market Study
January 20, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Adds Chief Data Officer, Welcoming Mohammed Aaser from McKinsey and Company
January 19, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Adds Chief Data Officer, Welcoming Mohammed Assar from McKinsey and Company
January 19, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
Nucleus Research Names Domo a Company to Watch in 2022
December 16, 2021
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Named a Best Company to Work For by Utah Business Magazine for the Tenth Consecutive Year
December 15, 2021
From
Domo
Via
Business Wire
Tickers
DOMO
San Diego Workforce Partnership Taps Domo to Improve Economic Mobility for Job Seekers and Help Businesses Grow
December 10, 2021
From
Domo
Via
Business Wire
Tickers
DOMO
Domo to Present at the Credit Suisse 25th Annual Technology Conference
November 22, 2021
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Named Leader in Nucleus Research’s 2021 Embedded Analytics Technology Value Matrix
November 22, 2021
From
Domo
Via
Business Wire
Tickers
DOMO
Domopalooza Returns to Salt Lake City Focusing on Future of Business and Data
November 15, 2021
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Announces Timing of its Third Quarter Fiscal 2022 Earnings Conference Call
November 11, 2021
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Named to Inc.’s First-Annual Best-Led Companies List
November 05, 2021
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Welcomes Jay Brown, Visionary Executive and Entrepreneur, to its Board of Directors
November 04, 2021
From
Domo
Via
Business Wire
Tickers
DOMO
Clean Beauty Brand Odele Taps Domo to Supercharge Omnichannel Growth
October 27, 2021
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Releases Ninth Annual “Data Never Sleeps” Infographic
September 29, 2021
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Introduces Sandbox to Help Customers More Easily Scale BI and Analytics Across the Enterprise
September 16, 2021
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Named to Constellation ShortList™ for Marketing Analytics Solutions
September 10, 2021
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Named to Constellation ShortList™ for Cloud-Based Business Intelligence and Analytics Platforms
September 08, 2021
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Announces Timing of its Second Quarter Fiscal 2022 Earnings Conference Call
August 10, 2021
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Named an Overall Leader in the 2021 Dresner Wisdom of Crowds® BI Market Study
July 08, 2021
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Named to Parity.org’s Best Companies for Women to Advance List for Second Consecutive Year
June 28, 2021
From
Domo
Via
Business Wire
Tickers
DOMO
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