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TAV Program
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Back Dated Performance Reports
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Municipal Bonds
Taxable Bonds
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Rating and Analyzing Bonds
Refunding & Pre-refunding
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Subordinated Debentures
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Classifying Municipal Bonds
Revenue Bonds
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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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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
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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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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As Summer Arrives, Eye Travel Stocks in JRNY
June 02, 2023
Tickers
ALPS
JRNY
LVMHF
MAR
Tags
MAR
ALPS
travel stocks
From
ETF Trends
This Equal-Weight Dividend ETF Is Almost Oversold
May 31, 2023
Tickers
ALPS
RSI
SDOG
SPDR
Tags
ETF Building Blocks Channel
entry point
ALPS
From
ETF Trends
2 Quality Small Caps to Watch in OUSM
May 30, 2023
Tickers
ALPS
OUSM
VBR
Tags
ALPS
ETF Building Blocks Channel
dividends
From
ETF Trends
How Quality Small-Cap Investing Navigates Volatility
May 18, 2023
Tickers
ALPS
OUSM
VBR
Tags
OUSM
quality etf
O'Shares
From
ETF Trends
Going Deep on Dividend REIT ETF RDOG
May 17, 2023
Tickers
ALPS
RDOG
REIT
Tags
dividends
RDOG
current income
From
ETF Trends
Top-Performing Internet ETF Flashes Buy Signals
May 12, 2023
Tickers
ALPS
GOOGL
MSFT
OGIG
Tags
Tencent
OGIG
Internet ETFs
From
ETF Trends
NYSE’s ETF Leaders: SS&C ALPS Advisors’ Andy Hicks
May 08, 2023
Tickers
ALPS
Tags
Andy Hicks
Exchange: An ETF Experience
ALPS
From
ETF Trends
Like Real Estate? Eye REIT Strategies RDOG, REIT
May 04, 2023
Tickers
ALPS
RDOG
REIT
VNQ
Tags
ETF Building Blocks Channel
ALPS
REIT
From
ETF Trends
Avoid Value Trap in Value Dividend ETF SDOG
May 03, 2023
Tickers
ALPS
SDOG
SPDR
SPYV
Tags
spdr
SPYV
ALPS
From
ETF Trends
Go Deep on Equal Weight ETF, SPY Competitor EQL
April 26, 2023
Tickers
ALPS
EQL
SPDR
SPY
Tags
ALPS
ETF Building Blocks Channel
XLI
From
ETF Trends
ALPS’ Biotech ETF SBIO Week’s Top Performer
April 24, 2023
Tickers
ALPS
BBC
CNCR
NGE
Tags
CNCR
biotech
PPLT
From
ETF Trends
Dividend Value ETF SDOG Sending Key Buy Signal
April 24, 2023
Tickers
ALPS
DVY
SDOG
SMA
Tags
SPHD
ETF Building Blocks Channel
ALPS
From
ETF Trends
VettaFi Voices On: The Case for the “E” in ESG ETFs This Earth Day
April 21, 2023
Tickers
ACES
ALPS
BIBL
CATH
Tags
TEMP
ESGU
USCA
From
ETF Trends
As Internet Earnings Near, Eye Global Internet ETF OGIG
April 20, 2023
Tickers
ALPS
GOOGL
OGIG
SOCL
Tags
internet stocks
spdr
GOOGL
From
ETF Trends
Bull vs. Bear: Will Small-Caps Shine in a Coming Recession?
April 18, 2023
Tickers
ALPS
AVUV
IWM
NIWM
Tags
Dividend ETF
nightshares
Avantis
From
ETF Trends
Get Dividend Exposure and European Diversification With OEUR
April 17, 2023
Tickers
ALPS
OEUR
Tags
dividends
OEUR
ALPS
From
ETF Trends
Cream of Dividend Crop Found in This ETF
April 14, 2023
Tickers
ALPS
SDOG
Tags
SDOG
ETF Building Blocks Channel
ALPS
From
ETF Trends
This Equal-Weight ETF Is Signaling a Buy
April 10, 2023
Tickers
ALPS
EQL
SPY
Tags
EQL
SPY
SS&C
From
ETF Trends
Thematic Index Lineup Joins VettaFi and the Future Is Bright
April 10, 2023
Tickers
AIQ
ALPS
AMLP
ARG
Tags
sato
Invesco
Alerian
From
ETF Trends
Want Tax Efficiency? Consider MLPs
April 06, 2023
Tickers
ALPS
MLP
Tags
tax efficiency
MLP
ALPS
From
ETF Trends
Play REIT Rebound With Active, Passive Real Estate ETFs
April 03, 2023
Tickers
ALPS
RDOG
REIT
SCHH
Tags
non/transparent ETF
REIT
RDOG
From
ETF Trends
Why Heska Shares Are Trading Higher By 20%? Here Are Other Stocks Moving In Monday's Mid-Day Session
April 03, 2023
Tickers
ALLR
ALPS
AMPX
ANVS
Tags
Mid/Day Movers
GDEV
KOD
From
Benzinga
The Midstream: A Tax Efficient Income Superstar
March 20, 2023
Tickers
ALPS
MLP
Tags
Webcast
Webcasts
ALPS
From
ETF Trends
Assess ACES for Renewable Energy Tailwinds
March 20, 2023
Tickers
ACES
ALPS
Tags
ETF Building Blocks Channel
ALPS
ACES
From
ETF Trends
Uncertainty in Banking System Pushes Investors Into Gold
March 17, 2023
Tickers
ALPS
GLDX
GOLD
Tags
ETF Building Blocks Channel
ALPS
Gold
From
ETF Trends
Some Undervalued Real Estate Stocks Reside in This ETF
March 16, 2023
Tickers
ALPS
REIT
Tags
ETF Building Blocks Channel
ALPS
REIT
From
ETF Trends
Is It Time to Buy European Stocks?
March 15, 2023
Tickers
ALPS
DBJP
IDOG
OEUR
Tags
IVV / iShares S&P 500 Index ETF
Bull vs Bear
ALPS
From
ETF Trends
Brace for More Market Volatility With This Equal-Weight ETF
March 06, 2023
Tickers
ALPS
EQL
Tags
ETF Building Blocks Channel
ALPS
Volatility
From
ETF Trends
U.S. Clean Energy Investments Spur Rise in Corporate Investments
March 03, 2023
Tickers
ACES
ALPS
Tags
ACES
Clean Energy
ETF Building Blocks Channel
From
ETF Trends
Get Dividend Exposure as Bets on ECB Rate Hikes Rise
March 01, 2023
Tickers
ALPS
OEUR
Tags
OEUR
quality
2023 dividend ETF
From
ETF Trends
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