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home
about us
Investment Approach
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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
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CBRE 2021 Corporate Responsibility Report: Environment
May 31, 2022
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CBRE
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Research, Reports & Publications
NYSE:CBRE
CBRE
From
3BL Media: Corporate Social Responsibility, Energy and Health News
CBRE 2021 Corporate Responsibility Report
May 27, 2022
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CBRE
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CBRE
Research, Reports & Publications
From
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May 18, 2022
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CBRE
JLL
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CBRE
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May 12, 2022
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Rocklin West retail property sold for $26.5 million
May 09, 2022
Tickers
CBRE
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Jordan Caspari
Chris Campbell
CBRE
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May 06, 2022
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CBRE
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Benzinga
CBRE
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May 05, 2022
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CBRE
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BZI/Recaps
CBRE
From
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Sobrato buys S.F. building near Oracle Park for record $1,731 a foot
May 04, 2022
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CBRE
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The Sobrato Organization
Giancarglo Sangiocomo
CBRE
From
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Voya relocating Minneapolis office to former Federal Reserve building
May 03, 2022
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CBRE
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CBRE
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Joe Conzemius
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This Is the Most Compelling Reason to Invest in Commercial Real Estate
May 03, 2022
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JLL
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Why Real Estate Stocks Are a No-Brainer Addition to Your Portfolio
April 06, 2022
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Real Estate Trends Worth Watching
April 04, 2022
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Apartment Rents Will Start to Tumble, Says Powerful Real Estate Billionaire
March 30, 2022
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The 3 Smartest Real Estate Stocks to Buy Right Now
March 25, 2022
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Death Cross Looms Over CBRE Group Investors
March 24, 2022
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March 23, 2022
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February 15, 2022
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CBRE
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100 Most Sustainable Companies in the U/S/
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From
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SABJ presents the 40 Under 40 honorees for 2022
February 09, 2022
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CBRE
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CBRE Earns Perfect Score in Human Rights Campaign's 2022 Corporate Equality Index for Ninth Year in a Row
February 07, 2022
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CBRE
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CBRE Earns Place in Bloomberg Gender-Equality Index for Third Consecutive Year
February 04, 2022
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Awards, Ratings & Rankings
NYSE:CBRE
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