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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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
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Bitcoin, Ethereum, XRP, Dogecoin Hold Strong As Iran-Israel Ceasefire Holds
June 24, 2025
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Tags
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March 05, 2025
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Bitcoin, Ethereum, XRP, Dogecoin Rebound: $92,000 Key Downside Support Until $97,000-$98,500 Is Reclaimed, Analysts Say
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Tags
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February 11, 2025
Tickers
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NEWS
USD-BITSTAMP
Tags
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From
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Crypto Analyst Foresees Altcoin Rally And Sets Crucial Bitcoin Support Level
December 14, 2024
Tickers
APT
BITCOMP
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Tags
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News
APT
From
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Cryptocurrency Aptos's Price Increased More Than 9% Within 24 hours
November 06, 2024
Tags
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$APT
From
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Cryptocurrency Aptos Falls More Than 3% In 24 hours
November 01, 2024
Tags
BZI/CML
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Trading Ideas
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Cryptocurrency Aptos's Price Increased More Than 10% Within 24 hours
October 29, 2024
Tags
Trading Ideas
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Benzinga
From
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Cryptocurrency Aptos Up More Than 6% In 24 hours
October 22, 2024
Tags
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Benzinga
From
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This Coin Is The 'Middle Child Of Crypto' And Will Make A Strong Comeback In 2025 As 'Contrarian Play,' Says Bitwise CIO
October 17, 2024
Tickers
NEWS
Tags
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Market News
$APT
From
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Cryptocurrency Aptos Up More Than 5% In 24 hours
October 15, 2024
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From
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Cryptocurrency Aptos Rises More Than 5% In 24 hours
October 08, 2024
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Cryptocurrency Aptos Rises More Than 12% In 24 hours
October 04, 2024
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$APT
From
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Cryptocurrency Aptos's Price Increased More Than 9% Within 24 hours
October 03, 2024
Tags
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Bitcoin, Ethereum, Dogecoin With A Meek Close To A Strong Week: 'Test Zones Coming Up For BTC,' Says Trader
September 20, 2024
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September 20, 2024
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Cryptocurrency Aptos's Price Increased More Than 14% Within 24 hours
September 19, 2024
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Cryptocurrency Aptos Decreases More Than 3% Within 24 hours
September 11, 2024
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Bitcoin, Ethereum, Dogecoin Trade Lower As ETF Outflows Build Pressure: 'Short-Term Regression Downtrend, But With Bullish RSI Divergence'
September 05, 2024
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Tags
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September 05, 2024
Tags
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Cryptocurrency Aptos Rises More Than 4% In 24 hours
August 27, 2024
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$APT
From
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Cryptocurrency Aptos's Price Increased More Than 6% Within 24 hours
August 23, 2024
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$APT
From
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Cryptocurrency Aptos Rises More Than 3% In 24 hours
August 21, 2024
Tags
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Cryptocurrency Aptos Up More Than 3% In 24 hours
August 14, 2024
Tags
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BZI/CML
$APT
From
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Cryptocurrency Aptos Up More Than 4% In 24 hours
August 09, 2024
Tags
Benzinga
Trading Ideas
Market News
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Cryptocurrency Aptos Down More Than 3% Within 24 hours
August 07, 2024
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