Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Articles
Contrarian Notes Blog
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
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Business Development
Recent news which mentions Business Development
Sumis Partners Launches, Uniting Industry Leaders to Redefine Life Sciences Consulting
May 20, 2025
Tags
Pharma Consulting
Financial
Business Development
From
PRLog
PublicityBrandPR.Tv Launches, Business Website for Entrepreneurs and Professionals Offering Them Cutting-Edge Training and Personalized Coaching
November 19, 2024
Tags
Marketing
Business Coaching
Victoria Island
From
PRLog
Tumult in Mecca - From Civil Servant to Global Business Adventurer: Henrik Bertelsen's Unexpected Journey
November 15, 2024
Tags
Co/housing Community
Career
Denmark
From
PRLog
Financial Advisors Say Business Development Creates Challenges
July 30, 2024
Tickers
EAC
Tags
exchange an etf experience
Exchange Advisor Council
EAC
From
ETF Trends
Ny erhvervsroman hylder "Den danske model"
June 15, 2023
Tags
Culture
Information Technology
Saudi Arabia
From
PRLog
iSales Dynamics and BIAMI.io announce partnership to help tech companies build their sales processes on autopilot
April 12, 2023
Tickers
SDR
Tags
Internet
Growth
Sales
From
PRLog
Trissential Names Jon Whitcomb as Chief Revenue Officer
February 21, 2023
Tags
Technology
It Consulting
Minnesota
From
PRLog
BIAMI.io celebrates a new milestone with 1M+ AI-driven conversations
October 06, 2022
Tags
England
Inbound Leads
London, Greater
From
PRLog
Introducing a new pricing model for Intelligent Business Development platform
August 30, 2022
Tags
Sales Development Representative
London City
Marketing
From
PRLog
Closer To Our Dreams LLC Looks To Help 10,000 Minorities Start Their Business In 2022
November 10, 2021
Tags
Mentor
Coaching
minorities
From
PRUnderground
C4 Consulting Launches Its New Website
November 05, 2021
Tags
Business Development
From
Latest Press Releases from Newswire.com
c Reports on 'Moscow's Exports of Processed Meats Up 20.7% in 2021'
November 02, 2021
Tags
Business Development
From
Latest Press Releases from Newswire.com
Local Riverside Digital Marketing Agency Boosts Local Businesses With Branding and SEO
November 02, 2021
Tags
Business Development
From
Latest Press Releases from Newswire.com
ExV Agency Announces Global Expansion of Business Development Services
November 01, 2021
Tags
Business Development
From
Latest Press Releases from Newswire.com
Albert Hammond Jr. of The Strokes Launches an Ultra-Premium Wine Seltzer - JETWAY
October 25, 2021
Tags
Business Development
From
Latest Press Releases from Newswire.com
Buy in Moscow: International Export Forum Highlights Sustainability
October 21, 2021
Tags
Business Development
From
Latest Press Releases from Newswire.com
CEO Chicks Announces 2021 MastHERmind Event to Be Held in Orlando, Florida
October 21, 2021
Tags
Business Development
From
Latest Press Releases from Newswire.com
HamiltonDemo Expresses Support to Veteran Community After Receiving VBE Certification
October 12, 2021
Tags
call center services
Marketing
sales & marketing
From
PRUnderground
Best Choice Staffing Sees Tremendous Growth through its Partnership with BeeSeen Solutions.
October 05, 2021
Tags
Marketing
call center services
Consulting
From
PRUnderground
Villarreal Law Firm Announces New Content on Trucking Accident Attorney Services in Brownsville, Texas
September 30, 2021
Tags
Business Development
From
Latest Press Releases from Newswire.com
BeeSeen Solutions Levels the Playing Field With Cutting-Edge Technology and Revolutionary Digital Strategies
September 20, 2021
Tags
Marketing
call center services
Intelligent Automation Solutions
From
PRUnderground
From Serving His Country in both the Air Force and Army to Television and Video Games: How MW Entertainment Group Came to Life
September 16, 2021
Tags
Marketing
call center services
Intelligent Automation Solutions
From
PRUnderground
BeeSeen Solutions Joins Hands With Upstart Business Solutions To Bolster Accounting, Bookkeeping, Payroll Services and a full suite of offerings For Small Business Owners
September 10, 2021
Tags
Digital Marketing
business development
Consulting
From
PRUnderground
BeeSeen Solutions Partners with The Patriot Group a Veteran Owned Company to utilize their Remote Agent Engagement Solution for Work from Home & Remote Environment
September 08, 2021
Tags
Digital Markering
Marketing
call center services
From
PRUnderground
Carolyn Gundersen Joins LifeGuides® As Vice President, Sales
August 30, 2021
Tickers
HR
Tags
conscious capitalism
University of San Diego
Employee Wellbeing
From
3BL Media: Corporate Social Responsibility, Energy and Health News
NorthShore Care Supply Featured in Top 1000 List for 6th Consecutive Year
August 30, 2021
Tags
Business Development
From
Latest Press Releases from Newswire.com
Elite Mining Inc. Can Now Capture Flare and Stranded Gas Due to New Partnership With AXP Energy Limited
August 30, 2021
Tags
Business Development
From
Latest Press Releases from Newswire.com
Floyd's 99 Barbershop Prepares for Franchise Expansion
August 23, 2021
Tags
Business Development
From
Latest Press Releases from Newswire.com
VeriBlock Foundation Partners With Titan.io to Improve Blockchain Ecosystem Security While Making Bitcoin More Green
August 20, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
bitcoin
Business Development
From
Latest Press Releases from Newswire.com
Healthcare Payment Platform Rebrands to FeatherPay
August 19, 2021
Tags
Business Development
From
Latest Press Releases from Newswire.com
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.