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What We Buy Currently
What We Normally Don’t Buy
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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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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
Featured Quarterly Newsletter
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BeNFT Solutions ($BEAI), is a Cutting-edge Platform, To List on BitMart Exchange
May 16, 2023
Tickers
ATD
Tags
ENG Standard
Amapn
Atd
From
TimesNewswire.com
Aki Network Receives Seed Round Funding and Could Emerge as Leader in Japan’s Web3 Landscape
May 16, 2023
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ATD
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Feet Coin (FEET), a Deflationary Meme Token, To List on BitMart Exchange
May 16, 2023
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ATD
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Cryptocurrency
From
TimesNewswire.com
FOMO, the Innovative Memecoin, to be Listed on Toobit
May 16, 2023
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ATD
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SEA Standard
Pressrelease
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From
TimesNewswire.com
BitMart Earns Top Honors as ‘The Most Trusted Trading Platform’ in the Crypto Industry
May 15, 2023
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ATD
Tags
ENG Standard
Global/English
Amapn
From
TimesNewswire.com
Pepe AI (PEPEAI), is an Innovative Cryptocurrency Token, To List on BitMart Exchange
May 15, 2023
Tickers
ATD
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mfn
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From
TimesNewswire.com
RENEC Blockchain Unveils a New Era of Technology: Introducing Enhanced Security, Scalability, and User Empowerment
May 15, 2023
Tickers
ATD
Tags
Atd
Amapn
Global/English
From
TimesNewswire.com
LAMBO ($LAMBO), is a Meme Token, To List on BitMart Exchange
May 15, 2023
Tickers
ATD
Tags
ENG Standard
Global/English
Atd
From
TimesNewswire.com
Jing-Jin-Ji: The city cluster that aims to be the next pilot zone for China’s modernization
May 12, 2023
Tickers
ATD
Tags
Japan
Belgium
Culture
From
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Pepe The Frog (PEPEBNB), is a Community-driven Project, To List on BitMart Exchange
May 11, 2023
Tickers
ATD
Tags
ENG Standard
Global/English
Amapn
From
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KING ($KING), the Community-owned Token on the Solana Blockchain, To List on BitMart Exchange
May 11, 2023
Tickers
ATD
Tags
Cryptocurrency
SEA Standard
Pressrelease
From
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Mensha Ventures signs a Memorandum of Understanding (MoU) with its strategic partners from China to to bolster the UAE’s sustainable capabilities
May 10, 2023
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ATD
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Global/English
Culture
Amapn
From
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Gym Network (GYMNET), a Yield Aggregator Running on BSC, To List on BitMart Exchange
May 10, 2023
Tickers
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ENG Standard
Amapn
Atd
From
TimesNewswire.com
Digital Files (DIFI), is a Multi-Shop Decentralized Web3 Mall, To List on BitMart Exchange
May 09, 2023
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ATD
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Pressrelease
SEA Standard
Cryptocurrency
From
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AIPeople (AIPEOPLE), is an AI-Driven Token, To List on BitMart Exchange
May 09, 2023
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Cryptocurrency
SEA Standard
Pressrelease
From
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ROCKI, the World’s Leading Music NFT Marketplace, to List on Toobit Exchange
May 08, 2023
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Global/English
Amapn
Atd
From
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Paypolitan (EPAN), All-in-one Payment Solution, To List on BitMart Exchange
May 08, 2023
Tickers
ATD
Tags
ENG Standard
Global/English
Amapn
From
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STAR QUACK (QUACKS), is a 100% Community-driven Project, To List on BitMart Exchange
May 07, 2023
Tickers
ATD
Tags
Global/English
Atd
Amapn
From
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RocketVerse (RKV), is a Startup Created through the ARB (Arbitrum One) Blockchain, To List on BitMart Exchange
May 07, 2023
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ATD
RKV
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Amapn
Atd
Global/English
From
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POOH (POOH), is a Decentralized Community Movement, To List on BitMart Exchange
May 06, 2023
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ATD
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Cryptocurrency
SEA Standard
Pressrelease
From
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PEPE COIN BSC (PPC), is memecoin on BNB chain, To List on BitMart Exchange
May 06, 2023
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ATD
PPC
Tags
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mfn
SEA Standard
From
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RENEC (RENEC), is a Decentralized Blockchain Platform, To List on BitMart Exchange
May 05, 2023
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ATD
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Cryptocurrency
Pressrelease
SEA Standard
From
TimesNewswire.com
AiEnglish (AIEN), is the World’s First Language Learning Platform, To List on BitMart Exchange
May 05, 2023
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ATD
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mfn
Business
Cryptocurrency
From
TimesNewswire.com
The 6th Digital China Summit showcased the latest achievements in China’s digital development
May 04, 2023
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Pressrelease
SEA Standard
Business
From
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FLEX Coin (FLEX), the OPNX Fee Paying Currency, Lists on BitMart Exchange
May 03, 2023
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ATD
FLEX
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mfn
Business
Cryptocurrency
From
TimesNewswire.com
CGTN: China’s Labor Day tourists poised to drive global economic growth
May 02, 2023
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ATD
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French
ENG Standard
Britain
From
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CGTN: Yoon’s U.S. policy slammed as destabilizer of region, ‘humiliating’
April 30, 2023
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Russia
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From
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Soroosh Smart Ecosystem (SSE) is a Blockchain-based Platform, To List on BitMart Exchange
April 29, 2023
Tickers
ATD
SSE
Tags
ENG Standard
Global/English
Atd
From
TimesNewswire.com
DogeCEO (DOGECEO), is a Meme Token, To List on BitMart Exchange
April 29, 2023
Tickers
ATD
Tags
ENG Standard
Atd
Amapn
From
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SAFE(AnWang) (SAFE), is a Decentralized, Secure Payment and Privacy Computing Blockchain System, To List on BitMart Exchange
April 27, 2023
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ATD
SAFE
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ENG Standard
Atd
Amapn
From
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