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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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GSVC completed the acquisition of ALLPAY and started a new global
March 02, 2023
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PREMA and Gate will conduct AMA Q&A activity to answer users’ questions and discuss URLs and Web3
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March 02, 2023
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March 01, 2023
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February 28, 2023
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LIAIPAD (LIAIPAD), is a Multichain Launchpad Integrated on BSC, Polygon & Arbitrum Chains, To List on BitMart Exchange
February 28, 2023
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CGTN: China forges ahead on Chinese path to modernization
February 28, 2023
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Buying.com ($BUY), is a Next-generation Telehealth and E-commerce Platform, To List on BitMart Exchange
February 28, 2023
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Support rapid recovery – Aibit will launch the Global Online Developers Conference in mid-March
February 27, 2023
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ushark AI token (USHA), is the Bridge that Unites two Major Markets, To List on BitMart Exchange
February 27, 2023
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Recruit (RECRUIT), is the Token of the First Enterprise Recruiting Platform, To List on BitMart Exchange
February 26, 2023
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China’s position paper on Ukraine crisis highly recognized: CGTN poll
February 25, 2023
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Web3Camp Token (3P), is the Next Frontier in the Web3 Education Market, To List on BitMart Exchange
February 24, 2023
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KISSAN (KSN), is a Blockchain-Based Operating System, To List on BitMart Exchange
February 24, 2023
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To discuss the application and commercial value of blue chip project PREMA in NFT field
February 23, 2023
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Marvellex Classic (MLXC), is the Door to Secure Blockchain based Trading, To List on BitMart Exchange
February 22, 2023
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February 22, 2023
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February 22, 2023
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February 20, 2023
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The U.S. government ignores harmful gases and instead cares about harmless balloons?
February 19, 2023
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Build a Larger Platform for International Exchanges and Cooperation – 2023 CICEE RCEP Investment Promotion Conference was held in Beijing
February 18, 2023
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Areon network (AREA), is a Blockchain Ecosystem, Featuring the World’s First Proof of Area Algorithm, To List on BitMart Exchange
February 17, 2023
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Gas Turbine Technologies Facing the Low Carbon Society! 10th Asia Gas Turbine Focus Summit GTF2023 will take place in China
February 16, 2023
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With unique features, Chinese modernization offers opportunities to the world
February 11, 2023
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Shopping.io (SHOP), is an Online E-Commerce Platform, To List on BitMart Vote Listing
February 09, 2023
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CGTN: Surveys show China’s economic recovery expected to lead globally in 2023
February 08, 2023
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LUXWORLD TOKEN (LUX), is the Web3 Lifestyle App with NFT Gamification and Interactive Social-Fi Layout, To List on BitMart Exchange
February 08, 2023
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Frost & Sullivan Recognizes Graphjet Technology with Prestigious 2023 Best Practices Awards
February 07, 2023
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WoofWork.io (WOOF), is the Crypto Freelance Marketplace for Shibarium, To List on BitMart Exchange
February 07, 2023
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MONSTER LEGENDS (MONSTER), is a Multiplayer Role Playing Game, To List on BitMart Exchange
February 07, 2023
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