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home
about us
Investment Approach
Client Service Approach
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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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LinkDao Network (LKD), is Decentralized Multi-chain Liquidity Enabler Network, To List on BitMart Exchange
August 03, 2022
Tickers
ATD
Tags
Pressrelease
Atd
SEA Standard
From
TimesNewswire.com
Muverse Unveiled Global Product Development Plan, YOLO Bunny Accelerates “Virtual” NFT Market to Become “Real”
August 02, 2022
Tickers
ATD
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Pressrelease
Britain
Japan
From
TimesNewswire.com
SMARTCHAIN DEFI hired Jonathan Farnell as its chief compliance officer to promote the capitalization of its company and the worldwide compliance development of DEFI’s new products
August 02, 2022
Tickers
ATD
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Global/English
mfn
Atd
From
TimesNewswire.com
Qommodity Asset Backed Token (QAA), A Hybrid One-of-a-kind Security Token, To List on BitMart Exchange
August 02, 2022
Tickers
ATD
Tags
Pressrelease
Atd
SEA Standard
From
TimesNewswire.com
DaoVerse (DVRS), a Revolutionary Farm-as-a-Service Project, To List on BitMart Exchange
August 02, 2022
Tickers
ATD
Tags
Russia
mfn
Global/English
From
TimesNewswire.com
ZT Club in conversation with the official DOGBOSS team: A vision of the value of DOGBOSS
August 02, 2022
Tickers
ATD
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SEA Standard
Pressrelease
Atd
From
TimesNewswire.com
Movie Actress Gong Li as the Art Chairman of the Beijing International Film Festival, the First Such Post in the Festival’s History
July 30, 2022
Tickers
ATD
Tags
ENG Standard
Amapn
Business
From
TimesNewswire.com
LUNG, a community-driven token, To List on BitMart Exchange
July 30, 2022
Tickers
ATD
Tags
ENG Standard
Cryptocurrency
Amapn
From
TimesNewswire.com
The First Vape Valley Awards: to Commend China’s Outstanding Electronic Cigarette Enterprises
July 30, 2022
Tickers
ATD
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Cryptocurrency
Amapn
Korea
From
TimesNewswire.com
Smart World Union (SWU), the New Energy Token, To List on BitMart Exchange
July 30, 2022
Tickers
ATD
Tags
Russia
Global/English
mfn
From
TimesNewswire.com
MCA-Base settlement currency to replace usdt/usdc
July 30, 2022
Tickers
ATD
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Amapn
ENG Standard
Cryptocurrency
From
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ZT Club Talks to EVCoin Founder A On: A Vision of Everest Coin’s Value
July 29, 2022
Tickers
ATD
Tags
Russia
mfn
Global/English
From
TimesNewswire.com
ZT Club Dialogue with VIZSLASWAP Co-founder Dr.Zoltan Boka: Looking forward to VIZSLASWAP ‘s value vision
July 29, 2022
Tickers
ATD
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Amapn
ENG Standard
Cryptocurrency
From
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ZT Club talks to FNF Executive Mendy Lupo: Looking forward to the value vision of FUNFI
July 28, 2022
Tickers
ATD
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Amapn
ENG Standard
Cryptocurrency
From
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Hu Jiaqi Saving Humanity: The Development of Science and Technology Will Cause the Extinction of Humans
July 26, 2022
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ATD
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ENG Standard
Amapn
Culture
From
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The 5th Digital China Summit Concluded! 565 Projects Signed with a Total Investment of 299 Billion Yuan
July 26, 2022
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ATD
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ENG Standard
Economy
Business
From
TimesNewswire.com
The NFTswap platform will be launched soon, so stay tuned
July 26, 2022
Tickers
ATD
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Russia
Global/English
mfn
From
TimesNewswire.com
Wasder (WAS), A Multi-Functional Social Gaming App Covering All Base Needs for Players and Studios, To List on BitMart Exchange
July 25, 2022
Tickers
ATD
Tags
ENG Standard
Cryptocurrency
Amapn
From
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REVA | NFT Pledge And Auction, And The Entry Capital is Included in The History of NFT
July 25, 2022
Tickers
ATD
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Amapn
ENG Standard
Cryptocurrency
From
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DBMETA – The METAVERSE Rule Maker, DOGGABYTE Singapore (DB) Launched A Multi-industry Metaverse Solution
July 25, 2022
Tickers
ATD
DB
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ENG Standard
Global/English
Britain
From
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IMOV (IMT), The First Inclusive Fitness App For People of All Abilities, To List on BitMart Exchange
July 25, 2022
Tickers
ATD
IMT
Tags
Russia
Global/English
mfn
From
TimesNewswire.com
The Vrdown trading platform introduced Web3.0 technology, and at the same time received an investment of 490 million pounds from abrdn, opening a new era of cryptocurrency
July 25, 2022
Tickers
ATD
Tags
Culture
SEA Standard
Pressrelease
From
TimesNewswire.com
The BNC blockchain team of the Vrdown trading platform has reached a strategic cooperation and received an investment of 490 million pounds from abrdn, opening a new era of cryptocurrency
July 25, 2022
Tickers
ATD
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Amapn
ENG Standard
Cryptocurrency
From
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UniPlay (UNP), an ERC20 utility token, to List on BitMart Exchange
July 25, 2022
Tickers
ATD
UNP
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Amapn
ENG Standard
Cryptocurrency
From
TimesNewswire.com
23.169 Billion Yuan of Investment in Total! A Number of Major Digital Economy Projects Signed in Fuzhou
July 24, 2022
Tickers
ATD
Tags
Russia
Global/English
mfn
From
TimesNewswire.com
With The Support of UK EARL INTERNATIONAL AUCTION LTD, Metaverse Company REVA Has Developed Rapidly to Promote The Financialization of NFT
July 24, 2022
Tickers
ATD
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SEA Standard
Pressrelease
Atd
From
TimesNewswire.com
Keep an Eye on The Trend of NFT Blue Ocean And Analyze The Development Trend of UK EARL INTERNATIONAL AUCTION LTD’s Wholly-Owned Acquisition of REVA
July 24, 2022
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ATD
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Atd
Pressrelease
SEA Standard
From
TimesNewswire.com
Full-Blown Attack! Hoping Club is Frantically Shorting European Stocks Market
July 24, 2022
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ATD
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SEA Standard
Pressrelease
Atd
From
TimesNewswire.com
Resurgence of hope Game formally online
July 22, 2022
Tickers
ATD
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ENG Standard
Cryptocurrency
Amapn
From
TimesNewswire.com
Trading Competition – Have Fun and Share 200,000 USDT, Launched on BitMart!
July 22, 2022
Tickers
ATD
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Russia
mfn
Global/English
From
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