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about us
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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
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
Back Dated Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Hedge Fund Manager Sees Opportunities in International Equities
September 21, 2023
Tickers
QINT
Tags
quality
American Century
QINT
From
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VettaFi’s Growing Thematic Index Family Supports Key Slice of Portfolios
September 14, 2023
Tickers
AMLP
BATT
BOTZ
CDL
Tags
VYM
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From
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September 13, 2023
Tickers
FUSI
Tags
multisector
FUSI
Income ETFs
From
ETF Trends
Fall Volatility Could Spell Opportunity for This ETF
September 01, 2023
Tickers
LVOL
Tags
LVOL
American Century
Low/Volatility
From
ETF Trends
Looking for Yield? 3 Active ETF Options to Consider
August 23, 2023
Tickers
AEMB
AHYB
FUSI
Tags
core strategies channel
Income
American Century
From
ETF Trends
As Corporate Bonds Increase Appeal, Get Active With This ETF
August 17, 2023
Tickers
KORP
Tags
Corporate Bonds
KORP
core strategies channel
From
ETF Trends
American Century ETFs Cross $25 Billion Mark
June 20, 2023
Tickers
AVUV
FDG
FLV
KORP
Tags
Actively Managed ETFs
active non/transparent ETF
Core Strategies Channel
From
ETF Trends
As Markets Digest Rate Pause, Limit Volatility With This ETF
June 20, 2023
Tickers
LVOL
Tags
LVOL
American Century
Low/Volatility
From
ETF Trends
VettaFi Voices: Active or Passive Management for ESG ETFs?
June 02, 2023
Tickers
BKES
BKIS
BKUS
ESGA
Tags
American Century
QUAL
ESGA
From
ETF Trends
This Tax-Focused ETF Is Signaling a Buy
May 30, 2023
Tickers
TAXF
Tags
American Century
TAXF
Core Strategies Channel
From
ETF Trends
Avantis’ Actively Managed ETF AVUS Hits $4 Billion
May 10, 2023
Tickers
AVUS
Tags
Actively Managed ETFs
low/fee active ETF
core strategies channel
From
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Bull vs. Bear: How Healthy Are Biotech ETFs?
May 10, 2023
Tickers
ARK
BBH
DNL
IBB
Tags
IBB
iShares
American Century
From
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Revisit ETF Technical Analysis as FLV Signals Buy
May 05, 2023
Tickers
FLV
RSI
SMA
Tags
American Century
SMA
core strategies channel
From
ETF Trends
Consider Buying Low on Preferreds in QPFF
May 04, 2023
Tickers
QPFF
Tags
American Century
core strategies channel
Banks
From
ETF Trends
Large-Cap ETF FLV Hits 3-Year ETF Milestone
May 03, 2023
Tickers
FLV
Tags
large cap value
three/year milestone ETF
American Century
From
ETF Trends
Active ETFs Accelerate Growth at American Century
April 27, 2023
Tickers
AVIG
AVUS
FLV
MUSI
Tags
core strategies channel
Featured
AVUS
From
ETF Trends
NYSE’s ETF Leaders: American Century’s Rene Casis
April 26, 2023
Tickers
AVUV
MUSI
Tags
AVUV
Video
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From
ETF Trends
American Century’s Venkataraman on Duration, Yield in 2023
April 25, 2023
Tickers
AVIG
FUSI
KORP
MUSI
Tags
KORP
FUSI
AVIG
From
ETF Trends
ETF Issuer League: American Century Gets EM Boost
April 21, 2023
Tickers
AVEM
CGDV
QQQ
SPY
Tags
SPY
VGK
AVEM
From
ETF Trends
Exploring the Right Low-Volatility Mindset
April 17, 2023
Tickers
LVOL
Tags
LVOL
core strategies channel
American Century
From
ETF Trends
Watch These ETFs as EM Equities Are Poised to Rebound
April 14, 2023
Tickers
AVEM
AVES
Tags
AVES
AVEM
Avantis Investors
From
ETF Trends
Ride Out Inflation in Active Inflation Equities ETF AVIE
April 11, 2023
Tickers
AVIE
Tags
Inflation
inflation equities
active inflation equities ETF
From
ETF Trends
Bull vs. Bear: Value Investing Status — “It’s Complicated”
April 05, 2023
Tickers
CAMX
IVE
IWF
QLV
Tags
VALQ
core strategies channel
T/ Rowe Price
From
ETF Trends
Leverage the Power of ETF Tax Efficiency in TAXF
March 31, 2023
Tickers
TAXF
Tags
Muni/Bonds
capital gains
ETFs
From
ETF Trends
What’s Driving Returns for This Non-Transparent ESG ETF?
March 30, 2023
Tickers
AVUV
ESG
ESGY
FDG
Tags
American Century
ESG
ESG ETFs
From
ETF Trends
With Volatility Rising, Consider Low Volatility ETF LVOL
March 27, 2023
Tickers
LVOL
Tags
LVOL
core strategies channel
American Century
From
ETF Trends
Tax Season Offers Reminder to Try Diversified Muni Bonds
March 21, 2023
Tickers
TAXF
Tags
etf performance
Muni/Bonds
Taxes
From
ETF Trends
American Century Adds New Floating Income ETF
March 17, 2023
Tickers
FUSI
MUSI
SDSI
Tags
multisector income
FUSI
multisector
From
ETF Trends
Credit Backdrop Adds to Muni ETF Appeal Amid Bank Drama
March 15, 2023
Tickers
AVMU
SVB
TAXF
Tags
Avantis Investors
core strategies channel
contagion
From
ETF Trends
ETF Issuer League: Big Spikes for American Century, DWS
March 10, 2023
Tickers
AVDV
DWS
HYDW
Tags
Xtrackers
ETF Issuer League
ETF issuer league table
From
ETF Trends
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