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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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Are Investors Giving Up on These 2 Nasdaq Growth Stocks?
October 27, 2022
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DJI
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ALGN
Recent Press Releases
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12 Health Care Stocks Moving In Thursday's Pre-Market Session
October 27, 2022
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October 27, 2022
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October 27, 2022
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Align Technology (ALGN) Q3 2022 Earnings Call Transcript
October 26, 2022
Tickers
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ALGN
Recent Press Releases
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Align Technology Stock Is Tanking After Hours: What's Going On?
October 26, 2022
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From
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Invisalign maker sees more than $3 billion in market cap start to disappear after earnings, revenue sink
October 26, 2022
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October 26, 2022
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10 Health Care Stocks With Whale Alerts In Today's Session
October 21, 2022
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9 Analysts Have This to Say About Align Tech
October 12, 2022
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October 12, 2022
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Have $2,000? 2 Trusty Stocks to Buy Now
October 09, 2022
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Should You Buy the S&P 500's 3 Worst-Performing 2022 Stocks?
October 08, 2022
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2 No-Brainer Buys in This Bear Market
October 06, 2022
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Uber Technologies, Align, Cheniere, EQT And This Financial Services Company Feature On CNBC's Final Trade
October 04, 2022
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Got $2,000? Invest In These 2 Perpetually Growing Stocks
September 26, 2022
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September 22, 2022
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September 13, 2022
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Where Align Tech Stands With Analysts
September 09, 2022
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What 10 Analyst Ratings Have To Say About Align Tech
September 09, 2022
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Regeneron Pharmaceuticals To $851? Here Are 5 Other Price Target Changes For Friday
September 09, 2022
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September 09, 2022
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MTCH
NFLX
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September 01, 2022
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August 31, 2022
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Only 5 stocks in the S&P 500 ended in positive territory after Powell’s hawkish inflation speech
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CF
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2 Ravenously Growing Stocks to Buy and Hold No Matter What
August 24, 2022
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4 stocks of streaming-related companies drop 5% or more as investors lose confidence that the Fed might ease up
August 22, 2022
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APTV
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10 Health Care Stocks With Whale Alerts In Today's Session
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Obsessing over CPI? You could be missing bargain stocks that can build long-term returns, say these fund managers
August 10, 2022
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From
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Why Shares of Align Technology Rose 18.7% in July
August 07, 2022
Tickers
ALGN
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Recent Press Releases
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