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What We Buy Currently
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Preferred Custodian Settlement
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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Investing During Uncertain Times
Read FULL Seminar Here
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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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Share 50,000 BMX Giveaway for Trading XANA (XETA) on BitMart!
July 21, 2022
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ATD
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The first NFT work of the well-known Japanese actress Minami Riona will be on sale at 0:00 on July 22 (UTC+8)
July 21, 2022
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July 21, 2022
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The metaverse full ecological value integration platform represented by THINGS will become the newest metaverse investment windfall
July 21, 2022
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Play Own Earn, Free To Play! SOM Genesis INO To Launch on BitMart
July 21, 2022
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Free City Releases Violent Squirrel NFTs Ahead of Launch
July 20, 2022
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YOLO Bunny NFT blind box series is about to start public-mint, Muverse has launched a detailed product roadmap
July 19, 2022
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Atd
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HappyFans ($HAPPY),A Subscription-based Social Network Build With The Web 3.0 Tech, To List on BitMart Exchange
July 19, 2022
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FIX00 LTD (FIX00), Issuing Real-World Ruby Asset-Backed NFTs at Deep Discounts, To List on BitMart Exchange
July 19, 2022
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ATD
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SEA Standard
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NASS shop benefits global consumers and innovates public welfare
July 19, 2022
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ATD
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mfn
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Safe, Professional, Reliable——BitMart Earn
July 19, 2022
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ATD
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The famous Japanese actress Minami Riona released NFT, and it was sold out in 20 minutes. How to buy it?
July 17, 2022
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AveFarm,A Service (FaaS) Decentralised Protocol, To List on BitMart Exchange
July 16, 2022
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Amapn
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RACE KINGDOM (ATOZ), an Ethereum compliant cryptographic token, To List on BitMart Exchange
July 16, 2022
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AV actress NFT | Minami Riona, the lovely leader of the dark world, issues NFT, “the first batch of 300 copies” will be sold on Kucoin on July 18
July 16, 2022
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Revenue Vane: Bridgewater Fund And Hoping Club Will Jointly Short The Core Logic Behind The European Market!
July 16, 2022
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2022 Fuzhou International Digital Media Development Seminar Being Held in Fuzhou
July 16, 2022
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TigerCoin (TIGER), the governance and utility token , To List on BitMart Exchange
July 15, 2022
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MobiPad (MBP), a multi-chain fundraising platform, To List on BitMart Exchange
July 15, 2022
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Hoping Club|Deep-Sea Treasure, Not Afraid of The Undercurrent in The Capital Red Sea
July 15, 2022
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PORTOKEN (POR), Is TheToken That Belongs To Portuma Project, To List on BitMart Exchange
July 15, 2022
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QUINT, The Revolutionary Token Connecting the Metaverse with the Real World, To List on BitMart Exchange
July 15, 2022
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Amapn
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BitMart & Cipholio Organizes a Web3 Builder Party in Paris
July 13, 2022
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Free Slots and Gems Now Added to Crazy Jackpots
July 13, 2022
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JASMY’s introduction of DDCoin is essentially to provide a reliable and stable unit of valuation for the ecological environment
July 13, 2022
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Straits Forum: a bridge between hearts that benefits the people
July 12, 2022
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Monetha(MTH),A Project That Enables Users To Shop Smart And Enjoy Rewards, To List on BitMart Exchange
July 12, 2022
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MTH
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mfn
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LOVELY SWAP TOKEN (LST), A Multi Chain Supported Automated Market Maker, To List on BitMart Exchange
July 12, 2022
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ATD
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Russia
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mfn
From
TimesNewswire.com
Why is SHIC surrounding Gamefi, SWAP, and crowdfunding ecosystems valued by institutions?
July 12, 2022
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ATD
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Atd
Pressrelease
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SquidGrow (SQUIDGROW), a New Meme-utility Coin Initially Launched on the BSC Network, To List on BitMart Exchange
July 11, 2022
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From
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