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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
Bond Fund Seminar
RSVP-Signup Form
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A Peek at Agree Realty's Future Earnings
October 21, 2024
Tickers
ADC
Tags
BZI/EP
Benzinga
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From
Benzinga
You Probably Pass By This Passive Income Opportunity Every Day. Here's How to Cash In.
October 16, 2024
Tickers
ADC
BLMN
DG
DRI
Tags
DG
Recent Press Releases
GTY
From
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(ADC) - Analyzing Agree Realty's Short Interest
October 15, 2024
Tickers
ADC
Tags
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Short Sellers
BZI/SHORTHIST
From
Benzinga
Domino's Pizza To Rally Over 38%? Here Are 10 Top Analyst Forecasts For Friday
October 04, 2024
Tickers
ACM
ADC
CVS
DPZ
Tags
Benzinga
Analyst Ratings
ADC
From
Benzinga
Decoding 9 Analyst Evaluations For Agree Realty
October 01, 2024
Tickers
ADC
Tags
Benzinga
ADC
Analyst Ratings
From
Benzinga
(ADC) - Analyzing Agree Realty's Short Interest
September 25, 2024
Tickers
ADC
Tags
Short Ideas
BZI/SHORTHIST
Benzinga
From
Benzinga
4 Dividend Stocks Yielding 4% or More to Buy for Passive Income Right Now
September 24, 2024
Tickers
ADC
BIP
BIPC
KMI
Tags
BIP
ADC
Market News
From
Motley Fool
Is High-Yield Realty Income Stock Too Expensive? Not If You Compare It to Industry Peers.
September 17, 2024
Tickers
ADC
EPRT
O
Tags
EPRT
O
Market News
From
Motley Fool
3 No-Brainer High-Yield Stocks to Buy With $200 Right Now
September 13, 2024
Tickers
ADC
NNN
WPC
Tags
Recent Press Releases
WPC
NNN
From
Motley Fool
Places You Routinely Visit Could Provide You With a Pathway Toward a Lifetime of Passive Income
September 08, 2024
Tickers
ADC
FCPT
GTY
Tags
ADC
Market News
FCPT
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Earn $1,000 Per Month in Dividends From These 4 Stocks
September 07, 2024
Tickers
ABBV
ADC
MO
SCHD
Tags
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MO
ABBV
From
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Analyst Expectations For Agree Realty's Future
August 21, 2024
Tickers
ADC
Tags
Market News
Analyst Ratings
ADC
From
Benzinga
Texas Instruments To Rally Around 16%? Here Are 10 Top Analyst Forecasts For Wednesday
August 21, 2024
Tickers
ADC
BV
CCOI
DRMA
Tags
BV
Benzinga
price forecasts
From
Benzinga
Why Agree Realty Stock Jumped Over 11% in July
August 05, 2024
Tickers
ADC
Tags
Recent Press Releases
Market News
ADC
From
Motley Fool
This High-Yield Dividend Stock Continues to Show Why It's a Phenomenal Passive Income Investment
August 01, 2024
Tickers
ADC
Tags
Recent Press Releases
ADC
Market News
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Should You Buy Agree Realty While It's Below $70?
July 29, 2024
Tickers
ADC
O
Tags
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O
ADC
From
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Want Decades of Passive Income? 3 Stocks to Buy Now and Hold Forever
July 28, 2024
Tickers
ADC
BNS
TROW
Tags
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ADC
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Best High-Yield Stock to Buy Right Now: Realty Income vs. Agree Realty
July 27, 2024
Tickers
ADC
O
Tags
O
Market News
ADC
From
Motley Fool
Agree Realty (ADC) Q2 2024 Earnings Call Transcript
July 25, 2024
Tickers
ADC
Tags
Recent Press Releases
Market News
ADC
From
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ADC Stock Earnings: Agree Realty Beats EPS, Beats Revenue for Q2 2024
July 23, 2024
Tickers
ADC
Tags
NYSE:ADC
ADC
Market News
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Where Agree Realty Stands With Analysts
July 18, 2024
Tickers
ADC
Tags
Benzinga
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2 Incredibly Cheap High-Yield Dividend Growth Stocks to Buy Now
July 17, 2024
Tickers
ADC
REXR
Tags
REXR
Recent Press Releases
ADC
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Motley Fool
If You Can Only Buy One REIT Stock in July, It Better Be One Of These 3 Names
July 16, 2024
Tickers
ADC
ARE
NSA
Tags
NYSE:ADC,NYSE:ARE,NYSE:NSA
ADC
Market News
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InvestorPlace
3 High-Yield Dividend Stocks to Buy in the 2nd Half of 2024 and Hold at Least a Decade
July 15, 2024
Tickers
ADC
MCO
MDT
O
Tags
MDT
Recent Press Releases
O
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High-Yield Agree Realty: Buy, Sell, or Hold?
July 15, 2024
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ADC
O
Tags
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ADC
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July 14, 2024
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ABBV
ADC
JNJ
Tags
ADC
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Forget Agree Realty, Buy This Magnificent High-Yield REIT Instead
July 13, 2024
Tickers
ADC
O
WPC
Tags
O
Market News
ADC
From
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What is the Dividend Payout for Agree Realty Stock?
July 10, 2024
Tickers
ADC
Tags
Recent Press Releases
ADC
Market News
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3 High-Yield REITs to Buy for Steady Income in a Volatile Market
July 08, 2024
Tickers
ADC
NLCP
O
Tags
NLCP
O
Market News
From
InvestorPlace
3 REIT Stocks That Are Screaming Buys in July
July 08, 2024
Tickers
ADC
ARE
O
Tags
O
Market News
ADC
From
Motley Fool
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