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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Broadridge Financial Solutions Clocks 3% Revenue Growth In Q2 Due To Market Softness; Reaffirms FY23 Guidance
February 02, 2023
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TECH
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Top Stories
News
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Earnings Preview For Broadridge Financial Soln
February 01, 2023
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Looking Into Broadridge Financial Soln's Return On Invested Capital
December 27, 2022
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Benzinga's Top Ratings Upgrades, Downgrades For December 14, 2022
December 14, 2022
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ACRS
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This Foreboding Sign Looms Over Broadridge Financial Soln's Chart
November 10, 2022
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Looking Into Broadridge Financial Soln's Return On Invested Capital
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November 03, 2022
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Humana To Rally Over 14%? Here Are 5 Other Price Target Changes For Thursday
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Recap: Broadridge Financial Q1 Earnings
November 02, 2022
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Short Seller Says They're Vindicated (Again) On This Defensive Stock
October 25, 2022
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Quant Ratings Updated on 77 Stocks
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Looking Into Broadridge Financial Soln's Return On Capital Employed
September 08, 2022
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Golden Cross Appears Before Broadridge Financial Soln Investors
August 26, 2022
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Broadridge Tops Q4 Backed By Digitization Of Financial Services, Itiviti Acquisition; Boosts Dividend
August 12, 2022
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Broadridge Financial: Q4 Earnings Insights
August 12, 2022
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U.S. Stock Futures Higher Ahead Of Consumer Sentiment Report
August 12, 2022
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Earnings Scheduled For August 12, 2022
August 12, 2022
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Broadridge, Illumina And 3 Stocks To Watch Heading Into Friday
August 12, 2022
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Broadridge Financial Earnings: A Preview
August 11, 2022
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Blue Ocean Technologies Integrates With Broadridge, Unlocking 'After-Market Access'
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Quant Ratings Updated on 97 Stocks
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May 11, 2022
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Broadridge Clocks 10% Revenue Growth In Q3 Backed By Recurring Revenue Strength
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May 03, 2022
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May 02, 2022
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Looking Into Broadridge Financial Soln's Return On Invested Capital
March 16, 2022
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This ‘all-weather’ approach to quality stocks can help you sail through rough waters while staying ahead of inflation
March 08, 2022
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Why Broadridge Financial Dropped 12.9% in January
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