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Preferred Custodian Settlement
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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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US Stocks Show Timid Gains, While Tech Titans, Bitcoin Slip Ahead Of This Week's Crucial Events: What's Driving Markets Monday?
December 11, 2023
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AAPL
AFRM
AMZN
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December 08, 2023
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December 07, 2023
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December 06, 2023
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BAC
BX
BXMT
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From
Benzinga
Fintech Favorites- 3 Stocks Eyeing a December Growth Spurt
December 05, 2023
Tickers
AFRM
SHOP
SOFI
V
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V
SHOP
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From
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December 04, 2023
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COIN
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Analyst U-Turn: The Rising Case for Investing in PayPal Stock Now
December 03, 2023
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AFRM
AXP
INTU
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AFRM
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10 Financials Stocks Whale Activity In Today's Session
December 01, 2023
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COIN
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3 Stocks Set to Be the Next SoFi
November 28, 2023
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MQ
UPST
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Market News
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Buy now, pay later is more popular than ever this holiday shopping season. Here are 3 potential pitfalls.
November 28, 2023
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EXPGY
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AFRM
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Affirm’s stock wins over a former skeptic as BNPL trends seem to be improving
November 28, 2023
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What's Going On With Affirm Holdings Stock Tuesday?
November 28, 2023
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Boeing To Rally More Than 25%? Here Are 10 Top Analyst Forecasts For Tuesday
November 28, 2023
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BA
BAH
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Benzinga
Black Friday and Cyber Monday Take AFRM, SHOP, AMZN, JMIA Stocks Higher
November 27, 2023
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AMZN
JMIA
SHOP
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Why Affirm Holdings Stock Popped Today
November 27, 2023
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November 27, 2023
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Record Black Friday Splurge But Data From China Tempers Stock Market Bullishness
November 27, 2023
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November 27, 2023
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November 27, 2023
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What's Going On With Affirm Holdings Stock?
November 27, 2023
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Shopify’s stock shoots up after ‘epic’ Black Friday sales
November 27, 2023
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BIGC
IBUY
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Black Friday Sales Surge, Despite Economic Uncertainties — Here Are The Stocks That Stand To Benefit The Most
November 25, 2023
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November 24, 2023
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COIN
GS
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PNC
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Signing up for a store credit card for Black Friday discounts? Think twice — especially this year.
November 22, 2023
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BURL
EFX
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MarketWatch
Affirm's Funding Is On Solid Ground But Has Its Risks, Analyst Says
November 22, 2023
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November 20, 2023
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GRWG
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Is It Too Late to Buy Affirm Holdings Stock?
November 18, 2023
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Shopify Proves Again It's Still a Top Software Stock to Buy for the Long Haul
November 16, 2023
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GLBE
KVYO
SHOP
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SHOP
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After Crushing Expectations Once Again, This Payments Stock is Up 170% This Year. Can it Keep Winning?
November 16, 2023
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AAPL
AFRM
AMZN
PYPL
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AAPL
SQ
From
Motley Fool
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