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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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
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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
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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Akamai Technologies (AKAM) Q3 2021 Earnings Call Transcript
November 03, 2021
Tickers
AKAM
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AKAM
Market News
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Akamai Technologies: Q3 Earnings Insights
November 02, 2021
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This Could Be a Monster Stock in the Making
October 29, 2021
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A Bearish Sign Appears On Akamai Technologies's Chart
October 25, 2021
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2 Smart Stocks That Could Turn $200,000 Into $1 Million by 2031
October 17, 2021
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What Investors Should Look for When Fastly Reports Earnings
October 15, 2021
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October 14, 2021
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What You Need to Know About Akamai's $600 Million Acquisition
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3 Pricey Tech Stocks to Buy if the Market Slide Continues
October 05, 2021
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Benzinga's Top Ratings Upgrades, Downgrades For October 4, 2021
October 04, 2021
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AMPY
AON
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KeyBanc Downgrades Akamai Technologies - Read Why
October 04, 2021
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TECH
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News
AKAM
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Akamai To Acquire Guardicore For $600M To Beat Ransomware
September 29, 2021
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September 28, 2021
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Only 47 stocks in the S&P 500 have fallen over the past year — Wall Street predicts they will climb up to 54% in 12 months
September 28, 2021
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Radware In Talks To Go Private: CNBC
September 14, 2021
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Why Fastly Stock Fell Sharply on Wednesday
September 08, 2021
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Why Fastly and Cloudflare Shares Jumped Today (and Akamai Ticked Higher)
September 01, 2021
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Ignore Fastly -- Here Are 2 Better Stocks
August 19, 2021
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3 Stocks That Could Triple by 2030
August 19, 2021
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Is It Too Late to Buy Cloudflare Stock?
August 12, 2021
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AMZN
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AKAM
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This Top Tech Stock Could Make You Richer
August 11, 2021
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August 05, 2021
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Benzinga's Top Ratings Upgrades, Downgrades For August 4, 2021
August 04, 2021
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Akamai Technologies (AKAM) Q2 2021 Earnings Call Transcript
August 04, 2021
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30 Stocks Moving in Wednesday's Pre-Market Session
August 04, 2021
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12 Information Technology Stocks Moving In Tuesday's After-Market Session
August 03, 2021
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AVID
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14 Stocks Moving In Tuesday's After-Hours Session
August 03, 2021
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Akamai Technologies: Q2 Earnings Insights
August 03, 2021
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JPMorgan’s Kolanovic pinpoints the moment to start investing in this ravaged asset class again
August 03, 2021
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3 Stocks That Could Turn $10,000 Into $50,000 by 2030
August 03, 2021
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Market News
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