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What We Buy Currently
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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
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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
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A Look Into Industrials Sector Value Stocks
September 07, 2022
Tickers
CMRE
IIIN
MTMT
SNDR
Tags
News
IIIN
MTMT
From
Benzinga
This High-Yield Dividend Stock Could Be One to Hold Forever
September 01, 2022
Tickers
CMRE
NMM
SFL
Tags
NMM
Market News
Recent Press Releases
From
Motley Fool
12 Industrials Stocks Moving In Thursday's Pre-Market Session
August 11, 2022
Tickers
ATIF
BLBD
BWEN
CLWT
Tags
GWAV
VIEW
QH
From
Benzinga
Global Freight Rates Are Going Down— Will This Lead To Chaos For Shipping Companies?
August 02, 2022
Tickers
CMRE
DSX
EGLE
ESEA
Tags
Markets
CMRE
A/P/ Moller/Maersk
From
Benzinga
Costamare: Q2 Earnings Insights
July 28, 2022
Tickers
CMRE
Tags
News
BZI/Recaps
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 21, 2022
July 21, 2022
Tickers
AGFS
AKA
AOUT
APRN
Tags
APRN
FLNG
PVH
From
Benzinga
5 Value Stocks In The Industrials Sector
June 15, 2022
Tickers
CMRE
EDRY
GOGL
IIIN
Tags
BZI/VS
CMRE
EDRY
From
Benzinga
7 Great Dividend Stocks Under $25
June 10, 2022
Tickers
BCBP
CMRE
NGVC
NL
Tags
BCBP
SJT
Market News
From
InvestorPlace
5 Value Stocks To Watch In The Industrials Sector
May 25, 2022
Tickers
CMRE
CVV
DPRO
HCCI
Tags
TFII
News
CVV
From
Benzinga
Costamare: Q1 Earnings Insights
May 05, 2022
Tickers
CMRE
Tags
BZI/Recaps
News
Market News
From
Benzinga
A Look Into Industrials Sector Value Stocks
May 04, 2022
Tickers
CMRE
MNTS
TG
TITN
Tags
Benzinga
TRTN
CMRE
From
Benzinga
How To Attend Costamare Q1 2022 Earnings Conference Call
May 04, 2022
Tickers
CMRE
Tags
Market News
BZI/CONF
News
From
Benzinga
A “Divergence” in Marine Shipping Stocks Could Spell Big Profits
April 22, 2022
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AAPL
CMRE
HD
MATX
Tags
Market News
AAPL
ZIM
From
InvestorPlace
7 Reliable Transportation Stocks to Buy Before Summer
March 30, 2022
Tickers
CMRE
DAC
GATX
GSL
Tags
CMRE
NYSE:CMRE,NYSE:DAC,NYSE:GSL,NYSE:GATX,NASDAQ:PTSI,NYSE:TFII,NYSE:ZIM
PTSI
From
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Overview Of Value Stocks In The Industrials Sector
March 23, 2022
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APT
CMRE
NETI
SVT
Tags
BZI/VS
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SVT
From
Benzinga
Meme Stock Favorites Fall Out of Favor
March 21, 2022
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AMC
CMRE
GME
STKS
Tags
NYSE:GME,NYSE:AMC,NASDAQ:STKS,NYSE:CMRE,NYSE:ZIM
AMC
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Costamare Gains After Q4 Results, Declares Special Dividend
March 09, 2022
Tickers
CMRE
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Benzinga
Briefs
Dividends
From
Benzinga
Recap: Costamare Q4 Earnings
March 09, 2022
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CMRE
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Earnings
CMRE
BZI/Recaps
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Benzinga
Earnings Scheduled For March 9, 2022
March 09, 2022
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ACEL
ACOR
AGFS
AMOT
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NGMS
OTLY
TACT
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Benzinga
Preview: Costamare's Earnings
March 08, 2022
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CMRE
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CMRE
Earnings
Benzinga
From
Benzinga
Costamare's Debt Overview
March 08, 2022
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CMRE
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Market News
News
Intraday Update
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Benzinga
Tanker Shares Jump As War Rages; Other Shipping Shares Mixed
March 03, 2022
Tickers
CMRE
DAC
DHT
DSX
Tags
CMRE
SB
Partner Content
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Costamare's Ex-Dividend Date Is Tuesday, Here's What You Need To Know
January 14, 2022
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CMRE
Tags
Market News
Benzinga
BZI/ExDiv
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Benzinga
Overview Of Value Stocks In The Industrials Sector
December 15, 2021
Tickers
ADES
CMRE
EDRY
KNOP
Tags
CMRE
EDRY
BZI/VS
From
Benzinga
Overview Of Value Stocks In The Industrials Sector
November 24, 2021
Tickers
CMRE
LPX
SB
TRTN
Tags
News
WHLM
LPX
From
Benzinga
Costamare Inc (CMRE) Q3 2021 Earnings Call Transcript
October 27, 2021
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CMRE
Tags
CMRE
Market News
From
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12 Industrials Stocks Moving In Wednesday's Intraday Session
October 27, 2021
Tickers
BCO
CCNC
CMRE
COMS
Tags
COMS
BZI/TFM
Benzinga
From
Benzinga
Recap: Costamare Q3 Earnings
October 27, 2021
Tickers
CMRE
Tags
News
BZI/Recaps
Market News
From
Benzinga
3 Stocks Immune to America's Port Crisis
October 09, 2021
Tickers
CMRE
EGLE
UNP
Tags
EGLE
CMRE
UNP
From
Motley Fool
7 Best Cheap Stocks to Buy for October
October 04, 2021
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BTI
CMRE
DISCA
DISCK
Tags
CMRE
DISCK
F
From
InvestorPlace
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