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home
about us
Investment Approach
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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
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Win The Prize: Terra (LUNA) 2.0 Listing Benefits! Deposit and Trade to Share 15,000 USDT, to List on BitMart Exchange
June 01, 2022
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ATD
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June 01, 2022
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Hoping Club has set up a group office in Southeast Asia and expects to hold the annual group meeting at the end of the year
May 31, 2022
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ZT Club talks to Peter Thai, Chief Marketing Officer of Luffy Token: A vision of Luffy’s value
May 31, 2022
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How does JASMY builds an ecosystem where personal data can be used safely and freely
May 31, 2022
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XSWAP PROTOCOL, an AMM DEX Built in the XDC Network , to List on BitMart Exchange
May 30, 2022
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ATD
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mfn
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Merge, Providing Software as A Service (SaaS) Powered by the Blockchain, to List on BitMart Exchange
May 30, 2022
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ATD
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JasmyCoin (JASMY) Officially listed on Spanish Cryptocurrency Exchange Bit2Me
May 27, 2022
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ATD
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2022 Maritime Silk Road Exchange Conference of Young Fujian Overseas Chinese Elites Kicks Off in Xiamen
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May 27, 2022
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Funfi , Play-to-earn Game On The Polygon Blockchain, to List on BitMart Exchange
May 26, 2022
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Algodex, A Decentralized Exchange, to List on BitMart Exchange
May 26, 2022
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SUPER-DeFi3.0 Value model, 2022 was born
May 26, 2022
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May 26, 2022
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QANplatform, The Quantum-resistant Layer 1 Hybrid Blockchain Platform, to List on BitMart Exchange
May 26, 2022
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May 25, 2022
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Minario – First exclusive series of Minario as NFT & Premium digital art
May 25, 2022
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JasmyCoin (JASMY) is officially listed on Atom Asset Exchange, a well-known cryptocurrency exchange
May 25, 2022
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May 24, 2022
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May 24, 2022
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May 23, 2022
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May 23, 2022
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EDAO is the world’s first sharing alliance, and the donation was launched on its official website on May 25
May 23, 2022
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ZT Club talks to Li Ping, head of TitanDAOFund: Talking about the value of DAO project TITAN
May 21, 2022
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Xiamen Connected to Participate in the BRICS Forum of Political Parties, Think Tanks, and Civil Society Organizations
May 21, 2022
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AnonyDoxx , A Decentralized Biometric Identification Company, to List on BitMart Exchange
May 20, 2022
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Spread The Joy: Invite And Trade to Share $160,000 Rewards, to List on BitMart Exchange
May 20, 2022
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ATD
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Amapn
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JASMY project data evaluation and analysis
May 20, 2022
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C.Pay starts the digital currency Payment 2.0 era in the global financial system to help investors earn bitcoin!
May 20, 2022
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