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TSL's Turnkey Operation Platform
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about us
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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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Get Exposure to Roku With ARKK & ARKW
June 08, 2022
Tickers
ARKK
ARKW
Tags
disruptive technology channel
ARKW
ARK Invest
From
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Bitcoin Faces Uncertain Macro Environment But Impact From Terra Blowup Contained: What Ark Invest Said In Inaugural The Bitcoin Monthly Report
June 06, 2022
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BITCOMP
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USD-BITSTAMP
Tags
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ARK Invest
From
Benzinga
Tesla’s Robot Has Potential to be Revolutionary; Get Exposure With These 3 ETFs
June 06, 2022
Tickers
ARKK
ARKQ
ARKW
Tags
ARK
ARK Invest
Tesla
From
ETF Trends
Investors Flock to ARKK; Fund Sees $658 Million in May Inflows
June 03, 2022
Tickers
ARKG
ARKK
Tags
disruptive technology channel
ARKK
ARKG
From
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ARKK’s Top Holdings Post Gains Over 5-Day Period
June 02, 2022
Tickers
ARKK
Tags
disruptive technology channel
ARK
ARK Invest
From
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How Much Tesla Stock Did Cathie Wood's Ark Invest Buy This Week?
May 28, 2022
Tickers
ARKK
ARKW
GBTC
ROKU
Tags
ARKK
GBTC
Cathie Wood
From
Benzinga
Cathie Wood Continues To Show Faith In Bitcoin, Ethereum: Loads Up On 2 Crypto-Linked Stocks
May 25, 2022
Tickers
BITCOMP
COIN
SQ
USD-BITSTAMP
Tags
Markets
Sector ETFs
Cryptocurrency
From
Benzinga
Cathie Wood Laps Up $16M In Tesla, Marking 2nd Straight Buy As Stock Slumps Another 7%
May 24, 2022
Tickers
ARKK
ARKW
EVS
TECH
Tags
ARKK
Cathie Wood
Broad U/S/ Equity ETFs
From
Benzinga
Here's How Much $1,000 Invested In Tesla Will Be Worth If Cathie Wood's 2026 Price Target Comes True
May 19, 2022
Tickers
ARKK
ARKQ
ARKW
TSLA
Tags
TSLA
Benzinga
autonomous vehicles
From
Benzinga
Why Cathie Wood Says Record-Breaking Inventories Could Lead To Weaker Prices
May 19, 2022
Tickers
SQ
TGT
TSLA
WMT
Tags
WMT
Market News
Cathie Wood
From
Benzinga
602: Innovation Has Moved Beyond Benchmarks | “The Switch” With ARK Invest
May 18, 2022
Tickers
ARKK
Tags
The Switch Video Series
Video
tom lydon
From
ETF Trends
Cathie Wood Remains Bullish On These 2 Video Game Stocks: Here's Why
May 16, 2022
Tickers
ARKK
ARKW
RBLX
U
Tags
Gaming
Cathie Wood
Specialty ETFs
From
Benzinga
Jim Cramer Calls Cathie Wood The 'Kiss Of Death' And Tells Viewers To Stay Away From Her Latest Stock Pick
May 15, 2022
Tickers
ARKK
F
GM
PLTR
Tags
SARK
Cathie Wood
automotive stocks
From
Benzinga
Cathie Wood Puts In Another $29M In Coinbase, Showing Conviction In Crypto Stock Amid Sell-Off
May 12, 2022
Tickers
COIN
Tags
COIN
Penny Stocks
ETFs
From
Benzinga
601: Innovation Has Outperformed Benchmarks Over Time | “The Switch” With ARK Invest
May 11, 2022
Tickers
ARKK
Tags
Video
tom lydon
Featured
From
ETF Trends
If You Invested $1,000 In The Short Cathie Wood ETF At IPO, Here's How Much You'd Have Now
May 03, 2022
Tickers
ARKK
COIN
ROKU
SARK
Tags
COIN
ETFs
Tuttle Capital Management
From
Benzinga
Cathie Wood Finds Elon Musk's Comment On Psychedelics, Ketamine An 'Interesting Thesis' For This Stock
May 02, 2022
Tickers
ATAI
TSLA
Tags
Penny Stocks
Market News
ATAI
From
Benzinga
ARKK Draws in Capital After Weeks of Outflows
April 20, 2022
Tickers
ARKK
Tags
Cathie Wood
ARKK
ARK Invest
From
ETF Trends
Why Cathie Wood Says Nio, Xpeng Could Be Immune To Chinese Regulatory Crackdown
April 14, 2022
Tickers
ARKQ
ASIA
BYDDF
NIO
Tags
XPEV
Markets
ARKQ
From
Benzinga
Why Cathie Wood's Ark Has Substantially Reduced Its Twitter Stake
April 13, 2022
Tickers
ARKF
ARKW
TECH
TSLA
Tags
ARKW
ETFs
Analyst Color
From
Benzinga
Planes, Trains And Automobiles: Could Uber Create A Super App For Travel?
April 06, 2022
Tickers
ACHR
ARKQ
BLDE
EVTL
Tags
ACHR
Food Delivery
ARK Invest
From
Benzinga
Why This Investor Is Betting Against Donald Trump, Cathie Wood And Elon Musk Right Now
April 04, 2022
Tickers
ARKK
DWAC
MSTR
RIOT
Tags
Short Ideas
TRUTH Social
TWTR
From
Benzinga
Cathie Wood Says 'Fed Seems To Be Playing With Fire'; Aggressive Interest Rate Hikes Could Be A 'Mistake'
April 03, 2022
Tickers
SPY
Tags
Benzinga
ARK Invest
News
From
Benzinga
Here's How Much $100 In Bitcoin Could Be Worth If BTC Returns To All-Time Highs
April 02, 2022
Tickers
BITCOMP
BTC
USD-BITSTAMP
Tags
Benzinga
Ethereum
bitcoin
From
Benzinga
Know The 2 Healthcare Companies Cathie Wood's Ark Invest Bought On Friday
April 02, 2022
Tickers
ARKG
ARKK
SLGC
TWST
Tags
Cathie Wood
Health Care
ARKK
From
Benzinga
Ark Fund Buys First Shares Of This Metaverse Related Company; Cathie Wood Says 'We're Going To Have Our Digital Twins'
March 29, 2022
Tickers
ARKQ
FB
METV
MTTR
Tags
Ark Funds
SPACs
News
From
Benzinga
Analyst: What Exxon's Foray Tells Us About 'Convergence' Between Bitcoin Mining And Energy Production
March 29, 2022
Tickers
BITCOMP
COP
USD-BITSTAMP
XOM
Tags
ARK Invest
Yassine Elmandjra
Bitcoin
From
Benzinga
What Nio's Ark Invest Fund Inclusion Means For The Chinese EV Maker
March 27, 2022
Tickers
ARKQ
BYDDF
KTOS
NIO
Tags
Market News
electric vehicles
BYDDF
From
Benzinga
Tesla Bull Cathie Wood Bought $1M Shares In This Biotech Stock Today
March 24, 2022
Tickers
ARKG
BNR
TSLA
Tags
Trading Ideas
Long Ideas
TSLA
From
Benzinga
Cathie Wood Cut Stake In This Bitcoin-Linked Fintech On Monday: Here's What She Bought Instead
March 22, 2022
Tickers
BITCOMP
SHOP
SQ
USD-BITSTAMP
Tags
Bitcoin
Short Ideas
ARK Invest
From
Benzinga
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