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Investment Approach
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Team Biographies
Firm ADV PDFs
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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
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
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Innovative AI Platform Sees Inbound Calls Jump 162% – Hear From Its Founder & CEO
February 02, 2024
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January 31, 2024
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December 05, 2023
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October 16, 2023
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AI Could Make Many Jobs Obsolete – Amesite (NASDAQ: AMST) Is Helping Empower The Workforce Of The Future Through Its AI-Powered Platform
October 09, 2023
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The Department Of Education Issues Recommendations For How Educators Should Approach The Use Of AI – Benzinga Dives Deeper With EdTech CEO
July 13, 2023
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From Integrating AI To Strictly Protecting Client Data, How Online Education Company Amesite Inc Is Doing Things Differently To Disrupt Learning
June 07, 2023
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AI In Education: Amesite Has Been Using AI For Five Years To Transform Learning – Now Its Integrated GPT-4
June 06, 2023
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What Does Amesite's V6 Platform Do? One Month Since Its Launch, A Look At The eLearning Company's Product
May 10, 2023
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AI Set To Significantly Impact The Job Market – Amesite Helps Users Get Ready To Succeed In Tomorrow's Economy By Integrating ChatGPT Into Learning
April 26, 2023
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The Economy Is Changing Fast; This Education Company Is Getting Students Prepared
April 17, 2023
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NAFEO-Amesite HBCU Alliance Welcomes 12 New Member Universities
April 05, 2023
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From Releasing A Public Course On Using ChatGPT To Leveraging The AI To Improve Company Efficiency — Amesite (NASDAQ: AMST) Looks Ahead Of The Curve For Integrating ChatGPT
March 20, 2023
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From
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Insider Buying: AI Firm Amesite (NASDAQ: AMST) CEO Ann Marie Sastry Picks Up Company Stock Multiple Times, Has Never Sold Stock To Date
March 07, 2023
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Amesite: Changing The Face Of Education Through AI
February 23, 2023
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EdTech Company Amesite CEO Sits Down With Benzinga To Discuss 2022 Successes And The Vision For 2023 – Building A Promising Future Of AI In Learning
January 10, 2023
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This Purposeful Online Learning Company Is Forging Ahead
November 22, 2022
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The Market Votes: Amesite Releases Study of E-Learning Success For Global Company
November 10, 2022
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With Labor Market Still A Concern, Are There Endless Opportunities In The Online Learning Market For This Burgeoning AI Company?
November 01, 2022
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Amesite Highlights Successful Results of Training for 1,000 Employees in 10 countries by Partner EGC with Case Study
October 24, 2022
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Companies Are Reporting Dropping Degree Requirements And Shifting To Skill-Based Hiring, But Credibility Still Looms As An Issue — A Boon For Edtech Platform Players Like Amesite (NASDAQ: AMST)?
October 04, 2022
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EXCLUSIVE: CEO Of Edtech Company Amesite (NASDAQ: AMST) On Student Loan Forgiveness And More — "Loan Forgiveness Offers Some Relief Wanted... But We Know It Does Not Solve The Root Problems"
September 27, 2022
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5 New Member Universities Join Amesite And NAFEO Alliance
September 19, 2022
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Amesite Announces $2.3 Million Registered Direct Offering
August 30, 2022
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Amesite Collaborates With NAFEO To Support Historically Black Colleges and Universities, To Aid NAFEO's $30 Million Fundraise Efforts
August 29, 2022
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Amesite And NAFEO Announce Major Collaboration To Provide Professional Learning Support To Historically Black Colleges And Universities
August 29, 2022
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Amesite CEO Dr. Ann Marie Sastry Appeared Live On Newsy Tonight With Chance Seales On Thursday, August 25 At 8:00 p.m. ET
August 29, 2022
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AI Penny Stocks Under $1 To Invest in 2022
August 27, 2022
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Amesite Set To Launch Learning Portal With Conner Prairie, Portal To Include Digital Membership With Wide Reach
August 26, 2022
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