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home
about us
Investment Approach
Client Service Approach
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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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Prema CEO, Masahiro Kawakami attended an AMA Session hosted by Former Bittrex CBO Chris Sinkey
February 06, 2023
Tickers
ATD
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ENG Standard
Pressrelease
Britain
From
TimesNewswire.com
LTO, is an Award-winning Hybrid Blockchain, To List on BitMart Exchange
February 06, 2023
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ATD
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CMG 2023 Lantern Festival Gala: Lanterns gleam in all corners of China
February 05, 2023
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February 01, 2023
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ATD
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Amapn
Russia
Italy
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Little Rabbit (LTRBT)), is the Governance token of Outer Ring MMO, To List on BitMart Vote Listing
February 01, 2023
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Business
Amapn
ENG Standard
From
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PERSEUS (PRS), is Building an Ecosystem to Promote Financial Independence, To List on BitMart Exchange
February 01, 2023
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ATD
PRS
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SEA Standard
Pressrelease
Atd
From
TimesNewswire.com
Metamallverse (MEMV), is a Virtual World Where Users/Brands can Build, Own, and Sell their Inventory in the BSC Blockchain, To List on BitMart Exchange
February 01, 2023
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ATD
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mfn
Global/English
Atd
From
TimesNewswire.com
Kalima Blockchain (KLX), is the Backbone of the Network, To List on BitMart Exchange
February 01, 2023
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KLX
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mfn
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SEA Standard
From
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Sanction Tiktok
January 31, 2023
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SEA Standard
Atd
Pressrelease
From
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Kabosu Inu (KABOSU INU), is a Token Dedicated to the Founding dog of all Memes, To List on BitMart Exchange
January 31, 2023
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mfn
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PREMA has entered the white list of Japanese encryption exchanges to apply for listing. What is its core competitiveness?
January 30, 2023
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SEA Standard
Pressrelease
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From
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Metano (METANO),, To List on BitMart Exchange
January 30, 2023
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SEA Standard
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Pressrelease
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DOGGO (DOGGO), is ViktorDAO’s meme token, To List on BitMart Exchange
January 30, 2023
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Amapn
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Bitcoin Bank (BTCBANK), is a New Breed of Crypto Bank, To List on BitMart Exchange
January 30, 2023
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BITCOMP
USD-BITSTAMP
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From
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Punchy Token (PUNCH), is a Web3.0 Social Media Platform, Built on Fantom, To List on BitMart Exchange
January 30, 2023
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SEA Standard
From
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Whether the International Religious Freedom Summit can promote religious freedom is debatable
January 30, 2023
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French
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From
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China has made great contributions to global COVID-19 fight over past three years: NHC
January 29, 2023
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Japan
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From
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Xrp Classic (XRPC), is a Project Established to Create its Own ReFi Blockchain, To List on BitMart Exchange
January 28, 2023
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ATD
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ENG Standard
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From
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Win the Spring Festival’s Prizes by sharing your festive mood. The Jiangsu Federation of Returned Overseas Chinese (JFROC) invites overseas Chinese to come to the Festive Entries Collection Contest Th
January 28, 2023
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From
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CGTN: China’s stable prices, supply chain help cool global inflation
January 28, 2023
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From
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CGTN: Chinese economy embarks on new journey of hope, the world bullish on it in 2023
January 27, 2023
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CGTN poll: 88.1% of respondents recognized China’s achievements in epidemic prevention over the past three years
January 27, 2023
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From
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CGTN: China-Latin America and Caribbean ties to enter new era of equality, openness, mutual benefit
January 25, 2023
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Three years of fighting COVID-19: China advances medical resource preparation
January 25, 2023
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From
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How China adjusted COVID-19 policies in three years to protect people
January 24, 2023
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Every Life Counts: China’s fight against COVID-19 through expats’ eyes
January 23, 2023
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Japan
From
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A Tour Around Beijing for A Happy Chinese New Year|2023 Overseas “Happy Chinese New Year” Online Gala Invites International Friends to Come Around
January 23, 2023
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Netherlands
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From
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CGTN: Chinese economy to contribute to overall global economic stability
January 22, 2023
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SEA Standard
From
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CGTN: 2023 Spring Festival Gala: A heartfelt gathering in the Year of the Rabbit
January 22, 2023
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Tianchi Ecology’s Mahua equation set off a radical innovation in algorithm and mechanism
January 20, 2023
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