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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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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The 3 Most Promising Biotech Innovations in 2023 and the Stocks to Buy
April 28, 2023
Tickers
ALT
AXSM
BIIB
Tags
Market News
NASDAQ:BIIB,NASDAQ:AXSM,NASDAQ:ALT
ALT
From
InvestorPlace
7 Biotech Stocks With Huge Return Potential for Long-Term Investors
April 26, 2023
Tickers
ACET
ACIU
ALT
CRMD
Tags
ALT
PNT
ACIU
From
InvestorPlace
Short Volatility Alert: Altimmune Inc
April 21, 2023
Tickers
ALT
Tags
contributors
Market News
ALT
From
Benzinga
10 Health Care Stocks With Whale Alerts In Today's Session
April 19, 2023
Tickers
ALNY
ALT
AMGN
APLS
Tags
IDXX
BZI/AUOA
BSX
From
Benzinga
7 Cheap Stocks That Are Worth Your Attention
April 03, 2023
Tickers
ALT
AMAM
BBAI
CDIO
Tags
NYSE:BBAI,NASDAQ:OCEA,NASDAQ:CDIO,NASDAQ:CTRM,NASDAQ:MTC,NASDAQ:AMAM,NASDAQ:ALT
AMAM
MTC
From
InvestorPlace
7 Analysts Have This to Say About Altimmune
March 31, 2023
Tickers
ALT
Tags
Benzinga
BZI/AAR
Market News
From
Benzinga
BioRestorative Therapies (NASDAQ: BRTX) Is Targeting The Global Obesity Epidemic With Its Recent IP Portfolio Expansion
March 30, 2023
Tickers
ALT
BRTX
LLY
NVO
Tags
ALT
Penny Stocks
Biotech
From
Benzinga
Should You Buy Viking Therapeutics Stock After It Skyrocketed Over 60%?
March 29, 2023
Tickers
ALT
LLY
NVO
UBS
Tags
NVO
Recent Press Releases
ALT
From
Motley Fool
Is Viking Therapeutics a Smart Buy on the Dip?
March 27, 2023
Tickers
ALT
MDGL
NVO
VKTX
Tags
NVO
Market News
VKTX
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For March 22, 2023
March 22, 2023
Tickers
ALT
APLE
AR
CPG
Tags
ED
CYXT
Intraday Update
From
Benzinga
Wall Street Absolutely Loved This Biotech Stock. But It Just Crashed More Than 50%.
March 22, 2023
Tickers
ALT
Tags
Market News
ALT
Recent Press Releases
From
Motley Fool
Nasdaq Up Over 100 Points; Crude Oil Rises 2%
March 21, 2023
Tickers
AG
ALT
CHEK
CISO
Tags
News
Market News
USX
From
Benzinga
12 Health Care Stocks Moving In Tuesday's Intraday Session
March 21, 2023
Tickers
AIMD
ALLR
ALT
AZYO
Tags
VKTX
BZI/TFM
AZYO
From
Benzinga
Why Citi Trends Shares Are Trading Lower By Over 14%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
March 21, 2023
Tickers
AG
ALLR
ALT
ATNX
Tags
Mid/Day Movers
FRC
IBRX
From
Benzinga
Gold Drops Over 1%; Existing Home Sales Surge In February
March 21, 2023
Tickers
AG
ALT
CHEK
CISO
Tags
Global
CISO
Commodities
From
Benzinga
META Stock Price Prediction: Can Meta Platforms Really Hit $250?
March 21, 2023
Tickers
ALT
GOOG
GOOGL
META
Tags
META
ALT
GOOGL
From
InvestorPlace
Why Is Altimmune (ALT) Stock Down 67% Today?
March 21, 2023
Tickers
ALT
FRC
GOOG
GOOGL
Tags
GOOG
PLUG
Today's Market
From
InvestorPlace
US Stocks Open Higher; Nasdaq Jumps Over 100 Points
March 21, 2023
Tickers
AG
ALT
CHEK
DO
Tags
TME
Global
FRC
From
Benzinga
12 Health Care Stocks Moving In Tuesday's Pre-Market Session
March 21, 2023
Tickers
ALLR
ALT
BJDX
CNTB
Tags
GLS
PEAR
ALT
From
Benzinga
Altimmune Stock Is Diving: What's Going On?
March 21, 2023
Tickers
ALT
Tags
Small Cap
Benzinga
News
From
Benzinga
Analyst Ratings for Altimmune
March 09, 2023
Tickers
ALT
Tags
BZI/AAR
Analyst Ratings
ALT
From
Benzinga
Looking Into Altimmune's Return On Capital Employed
March 03, 2023
Tickers
ALT
Tags
Market News
Earnings
ALT
From
Benzinga
Earnings Outlook For Altimmune
February 27, 2023
Tickers
ALT
Tags
Market News
ALT
Earnings
From
Benzinga
Why Altimmune, Foghorn Therapeutics, and Precigen Shares Crashed This Week
February 16, 2023
Tickers
ALT
FHTX
PGEN
Tags
PGEN
Recent Press Releases
FHTX
From
Motley Fool
4 Analysts Have This to Say About Altimmune
January 20, 2023
Tickers
ALT
Tags
Benzinga
Analyst Ratings
ALT
From
Benzinga
12 Health Care Stocks Moving In Monday's Pre-Market Session
January 16, 2023
Tickers
ACER
ALT
CBIO
CMRA
Tags
RNAZ
NGM
ALT
From
Benzinga
12 Health Care Stocks Moving In Friday's Pre-Market Session
January 13, 2023
Tickers
ALT
BMEA
BNTC
CBIO
Tags
ALT
NGM
Market News
From
Benzinga
7 Small-Cap Stocks with Big Growth Potential in 2023
January 10, 2023
Tickers
ALT
IWM
LIACF
MARA
Tags
SCHA
NYSEARCA:IWM,NYSEARCA:SCHA,OTCMKTS:LIACF,NASDAQ:PTRA,NASDAQ:ALT,NASDAQ:MARA,NYSEAMERICAN:TGB
Market News
From
InvestorPlace
Why Venus Concept Shares Are Trading Higher By Over 63%? Here Are 58 Stocks Moving In Wednesday's Mid-Day Session
December 21, 2022
Tickers
ADPT
AKTX
ALT
ATNX
Tags
RAD
SINT
JOB
From
Benzinga
Altimmune Touts Encouraging Data From Fatty Liver Disease Study
December 20, 2022
Tickers
ALT
Tags
Benzinga
Small Cap
Movers
From
Benzinga
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