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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Will ExxonMobil Set Off a Merger Wave in the Oil Patch?
October 10, 2023
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October 09, 2023
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Pioneer Natural, other Permian stocks rally on news an Exxon deal may be next
October 06, 2023
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XOM
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October 06, 2023
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October 05, 2023
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(COP) - Analyzing ConocoPhillips's Short Interest
October 03, 2023
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October 02, 2023
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Check Out What Whales Are Doing With COP
October 02, 2023
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Benzinga
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October 01, 2023
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Looking At ConocoPhillips's Recent Unusual Options Activity
September 26, 2023
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If you think stocks have gotten too expensive, this ETF’s strategy may work for your portfolio
September 26, 2023
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3 High-Yield Energy Stocks That Are Gushing Gobs of Free Cash Flow
September 26, 2023
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September 25, 2023
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EC
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This Is What Whales Are Betting On ConocoPhillips
September 22, 2023
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Riding The $100-Oil Wave: 5 U.S. Energy Stocks With 20% Potential Upside
September 19, 2023
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September 18, 2023
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September 18, 2023
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September 16, 2023
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The 3 Most Undervalued Momentum Stocks to Buy in September 2023
September 14, 2023
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Texas Billionaire Timothy Dunn Backed US Oil & Gas Player Explores $10B Sale
September 14, 2023
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My Top Soaring Oil Stock to Buy in September (and It's Not Even Close)
September 14, 2023
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September 13, 2023
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As Carbon Capture Advances in US, Midstream Can Help
September 12, 2023
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Oil Prices Are on the Rise: 3 Dividend Stocks to Play the Energy Rally
September 10, 2023
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COP
DVN
PXD
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Tags
DVN
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From
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Check Out What Whales Are Doing With COP
September 08, 2023
Tickers
COP
Tags
Options
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BZI/UOA
From
Benzinga
Biden team reportedly will cancel Alaska reserve’s oil and gas drilling leases
September 06, 2023
Tickers
COP
TSLA
Tags
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RB00
COP
From
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This Is What Whales Are Betting On ConocoPhillips
September 05, 2023
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COP
Tags
Options
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BZI/UOA
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Check Out What Whales Are Doing With COP
August 31, 2023
Tickers
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Tags
Options
Market News
Benzinga
From
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