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home
about us
Investment Approach
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Form CRS
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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
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MLPs on Track for 3rd Consecutive Year of Outperformance
November 02, 2023
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Tags
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Tags
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Tags
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October 12, 2023
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September 26, 2023
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September 15, 2023
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September 14, 2023
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Flows Into MLP ETF ‘AMLP’ Surged as Energy Commodities Advanced
September 06, 2023
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How to Use Energy Infrastructure ETFs in Portfolios
August 31, 2023
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Tags
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VettaFi Voices On: The Coming End of Earnings Season
August 18, 2023
Tickers
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August 11, 2023
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VettaFi Voices On: The State of Fixed Income
July 21, 2023
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ETF of the Week: ALPS Alerian MLP ETF (AMLP)
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July 05, 2023
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ETF Prime: Morris Provides Quarterly Energy Sector Update
May 30, 2023
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IQSI
IQSU
OIH
Tags
Nate Geraci
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stacey morris
From
ETF Trends
Bull vs. Bear: Is There a Future for Fossil Fuel Investments?
May 24, 2023
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ENFR
KRBN
NETZ
Tags
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XOP
PXE
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MLP Fund AMLP Sending Key Buy Signal
May 15, 2023
Tickers
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MLP
MLPS
SMAS
Tags
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ETF Trends
VettaFi Voices On: Winners and Losers in Q1 2023 Earnings Season
May 12, 2023
Tickers
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EPS
IWD
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Tags
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ROBO Global
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From
ETF Trends
Midstream ETFs AMLP and ENFR Announce Q2 Distributions
May 11, 2023
Tickers
AMLP
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Tags
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SS&C ALPS Advisors
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From
ETF Trends
Chart of the Week: Should You Turn to Equities for Commodity Exposure?
May 04, 2023
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EPD Highlights Petrochemical Growth Opportunity
April 14, 2023
Tickers
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From
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Understanding ETF Distributions: An Investor’s Guide
April 13, 2023
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From
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MLPs: Understanding the Tax Treatment of ETFs vs. Direct Investments
April 12, 2023
Tickers
AMLP
ENFR
Tags
energy infrastructure channel
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From
ETF Trends
Three Current Income ETFs to Watch as Inflation Holds
April 12, 2023
Tickers
AMLP
BKUI
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Tags
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BKUI
From
ETF Trends
Thematic Index Lineup Joins VettaFi and the Future Is Bright
April 10, 2023
Tickers
AIQ
ALPS
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ARG
Tags
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From
ETF Trends
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