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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
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EVENTS
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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
Featured Articles
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Tesla Stock 'Could Fall 90% Tomorrow,' Fund Manager Still Won't Buy — Here's Where He's Investing Instead
August 26, 2025
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August 18, 2025
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August 18, 2025
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Looking At Cigna Group's Recent Unusual Options Activity
August 15, 2025
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CI
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Market News
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August 14, 2025
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CI
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Analyst Ratings
Market News
From
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Cigna (CI) Q2 Revenue Jumps 11%
August 01, 2025
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CI
Tags
CI
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From
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What 11 Analyst Ratings Have To Say About Cigna Group
August 01, 2025
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Analyst Ratings
Market News
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From
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5 Dividend Stocks With Solid Returns And More Growth Ahead
August 01, 2025
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ABBV
AVGO
CI
CVS
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Chad Harmer
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Mark Cuban Says Cutting PBM Fees Won't Reduce Pharmaceutical R&D Funding: 'Manufacturers Can Sell To Us For More'
August 01, 2025
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CVS
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Cigna Sees Elevated Cost Trends To Continue Into Next Year
July 31, 2025
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Earnings Scheduled For July 31, 2025
July 31, 2025
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July 26, 2025
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CI
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Centene, Cigna, Others Drop As Molina's Results Rattle Sector
July 24, 2025
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Cigna Group Options Trading: A Deep Dive into Market Sentiment
July 16, 2025
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UnitedHealth, Centene Hit Hard By Guidance Shock, Trump's Medicaid Push
July 07, 2025
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Top Stories
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$1000 Invested In This Stock 15 Years Ago Would Be Worth This Much Today
July 04, 2025
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NEWS
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How Is The Market Feeling About Cigna Group?
July 03, 2025
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CI
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Benzinga
From
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Jim Cramer On Centene's 40% Crash: Fewer ACA Signups, Sicker Patients, Pulled Guidance And Major Earnings Hit Trigger Selloff: 'This Is Horrifying'
July 03, 2025
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July 01, 2025
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Ranked: The Largest U.S. Companies By Revenue In 2025
June 30, 2025
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Here's How Much $100 Invested In Cigna Group 15 Years Ago Would Be Worth Today
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NEWS
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CI
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Mark Cuban Corrects Elizabeth Warren As She Slams JNJ, PFE For Higher Prices And Zero Taxes On Big Pharma: 'PBMs Corrupt Healthcare'
June 20, 2025
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AMGN
CI
CVS
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How Is The Market Feeling About Cigna Group?
June 17, 2025
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CI
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Here's How Much $100 Invested In Cigna Group 15 Years Ago Would Be Worth Today
May 30, 2025
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NEWS
Tags
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"If Walmart Is Under Pressure to Raise Prices, It's Going to Have Broader Effects on the Economy."
May 27, 2025
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From
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Microsoft Clears Major Hurdle As FTC Ends Effort To Block Activision Merger
May 23, 2025
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CVS
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Benzinga
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FTC Scraps PepsiCo Price Discrimination Case In 3-0 Vote, Marking Major Shift As Trump-Era Leadership Reverses Biden Crackdown
May 23, 2025
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CI
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Tags
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From
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