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Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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EVENTS
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Investing During Uncertain Times
Read FULL Seminar Here
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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
MARKET RESEARCH
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For Income, Don’t Pass Up MLP Pass-Through Potential
November 02, 2021
Tickers
AMLP
EINC
MLPA
Tags
ALPS
EINC
SS&C
From
ETF Trends
Energy ETFs Advance on Demand Outlook, Supply Constraints
November 01, 2021
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AMJ
AMLP
BNO
MLPS
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The Midstream Revenue Primer
October 29, 2021
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AMJ
AMLP
AMNA
EINC
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etracs
Global X
energy infrastructure channel
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MLPs Offer Big Dividends, Nice Value
October 25, 2021
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AMLP
EINC
MLPA
Tags
MLPA
SS&C
EINC
From
ETF Trends
Tightening U.S. Supply Helps Lift Oil ETFs
October 22, 2021
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AMJ
AMLP
BNO
OIL
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SS&C
Current Affairs
From
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Midstream Is Starting to Mean Green
October 21, 2021
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EINC
MLPA
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Midstream Dividend Announcements Abound
October 21, 2021
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MLPX
UBS
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Energy Transition Did Not Cause the European Crisis
October 19, 2021
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AMLP
AMNA
ENFR
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SS&C
Alerian
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Midstream Finding Its Stride as Oil Rallies
October 18, 2021
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AMLP
EINC
MLPA
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ALPS
MLPA
EINC
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Soaring Global Demand Energizes Oil ETFs
October 15, 2021
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AMLP
BNO
MLPS
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Global Energy Crisis Could Impact America
October 15, 2021
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AMLP
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AMLP
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Energy ETFs Rise as Crude Oil Prices Break Above $80
October 11, 2021
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AMJ
AMLP
BNO
MLPS
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Oil ETFs Gain Momentum on Global Energy Crunch
October 08, 2021
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AMLP
BNO
MLPS
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Energy ETFs Rebound on U.S. Assurance of Maintaining Strategic Reserves
October 08, 2021
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Why Midstream is a Winning Choice For Energy Investors
October 06, 2021
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AMLP
EINC
MLPA
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Energy ETFs Bucked the Broad Market Trends
October 04, 2021
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AMJ
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BNO
MLPS
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With Cash Flow Increasing, Midstream Energy Primed for More Buybacks
October 04, 2021
Tickers
AMLP
EINC
MLPA
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ALPS
EINC
MLPA
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Energy ETFs Strengthen on Tightening Supply Outlook
October 01, 2021
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AMLP
BNO
MLPS
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Oil ETFs Gain on Demand Recovery, Chinese Import Commitments
September 30, 2021
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AMLP
BNO
MLPS
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Energy stocks are still a buy after big gains — here are 12 to consider
September 30, 2021
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BKR
CLR
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MarketWatch
Oil Tops $80 a Barrel for First Time Since 2018
September 28, 2021
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AMJ
AMLP
ENFR
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ALPS
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MLP ETFs Can Help Augment Your Income Portfolio
September 24, 2021
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AMJ
AMLP
AMNA
ENFR
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Energy ETFs Rally on Rising Demand, Ongoing Supply Woes
September 23, 2021
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AMJ
AMLP
BNO
MLPS
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European Gas Demand Causes Price Surge
September 23, 2021
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AMJ
AMLP
ENFR
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Midstream ETFs Can Win Today and Over Long Haul
September 21, 2021
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EINC
MLPA
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Midstream Making ESG Strides
September 21, 2021
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Midstream, MLP ETFs Could Benefit From the Improving Natural Gas Market
September 17, 2021
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AMJ
AMLP
AMNA
ENFR
Tags
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ETF Trends
Energy ETFs Strengthen on Shrinking U.S. Crude Oil Stockpiles
September 15, 2021
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AMJ
AMLP
BNO
MLPS
Tags
Oil
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AMJ
From
ETF Trends
Midstream ETFs Could Benefit from Transporting Hydrogen
September 15, 2021
Tickers
AMJ
AMLP
AMNA
ENFR
Tags
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MLPs
Energy ETFs
From
ETF Trends
Energy ETFs Advance on U.S. Supply Concerns
September 13, 2021
Tickers
AMJ
AMLP
BNO
MLPS
Tags
AMLP
us commodity funds
Current Affairs
From
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