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Advantages of Our Bid Wanted System
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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
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
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These Are 2 Stocks That I'm Keeping an Eye On
September 15, 2021
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Market News
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This Obscure Software Company's Addressable Market Will Triple in the Next Decade
September 15, 2021
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Autodesk Stock Dropped After Offering Long-Term Guidance. Should Investors Be Worried?
September 14, 2021
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Autodesk Is Down 15% After Q2 Earnings -- Is This a Buying Opportunity?
September 12, 2021
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Market News
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Autodesk Insider Trades $3.40 Million In Company Stock
September 10, 2021
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Deborah Clifford
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2 Software Stocks That Could Be Giving Investors a Buying Opportunity
September 08, 2021
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ADSK
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4 Stocks I'm Watching This Week as Potential Buys
September 07, 2021
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Why Investors Should Buy Autodesk Stock Right Now
September 06, 2021
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Why PagerDuty Stock Popped Today
September 03, 2021
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These Earnings Winners Are Up Over 10% After Hours Thursday
September 02, 2021
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Marathon Oil And Occidental Lead The S&P 500
September 02, 2021
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Expert Ratings For Autodesk
September 02, 2021
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Why Are Autodesk Shares Falling Today?
September 02, 2021
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10 Biggest Price Target Changes For Thursday
September 02, 2021
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Moderna And DexCom Lead The Nasdaq-100
September 01, 2021
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Apple’s Concession, Peloton’s Stumble, and Real Estate’s Future
September 01, 2021
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August 31, 2021
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August 30, 2021
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Autodesk Drops After Q2 Earnings: Why Investors Shouldn't Be Worried
August 28, 2021
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August 27, 2021
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August 26, 2021
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August 26, 2021
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August 26, 2021
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August 26, 2021
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12 Information Technology Stocks Moving In Thursday's Pre-Market Session
August 26, 2021
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22 Stocks Moving in Thursday's Pre-Market Session
August 26, 2021
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Autodesk (ADSK) Q2 2022 Earnings Call Transcript
August 26, 2021
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It’s been the wrong year to sell in May and go away. The bull market seems ‘unstoppable,’ experts say
August 26, 2021
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12 Information Technology Stocks Moving In Wednesday's After-Market Session
August 25, 2021
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Autodesk: Q2 Earnings Insights
August 25, 2021
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