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TSL's Turnkey Operation Platform
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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
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Quant Ratings Updated on 77 Stocks
October 18, 2022
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ALNY
AMX
APD
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Market News
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October 17, 2022
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Citigroup Maintains Buy Rating for Canadian Pacific Railway: Here's What You Need To Know
September 29, 2022
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CP
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CP
BZI/AAR/UPDATE
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Where Canadian Pacific Railway Stands With Analysts
September 28, 2022
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Top Financial Media Stories Thursday, September 15: US Railway Companies, Unions Reach Tentative Agreement, Tesla To Wind Down Stores In China's Flashy Malls, Netflix Could Face Legal Action Over Sout
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US Railway Companies, Unions Reach Tentative Agreement Averting Catastrophic Strike
September 15, 2022
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CSX
NMM
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Why a possible railroad strike would cripple the supply chain, stoke inflation
September 13, 2022
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CSX
NSC
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Analyst Ratings for Canadian Pacific Railway
September 12, 2022
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Benzinga
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6 Analysts Have This to Say About Canadian Pacific Railway
September 12, 2022
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BZI/AAR
CP
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Benzinga's Top Ratings Upgrades, Downgrades For September 12, 2022
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How to Make 300% in the Stock Market Without Really Trying
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Canadian Pacific Railway Earnings Perspective: Return On Invested Capital
August 05, 2022
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Canadian Pacific Railway's Return on Invested Capital Overview
August 02, 2022
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Benzinga
BZI/ROCE
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If You Invested $1000 In This Stock 10 Years Ago, You Would Have $4,800 Today
July 28, 2022
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Benzinga
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Canadian Pacific Railway Clocks 7% Revenue Growth In Q2, Says Momentum Building For 2H
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Recap: Canadian Pacific Railway Q2 Earnings
July 28, 2022
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July 21, 2022
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Expert Ratings for Canadian Pacific Railway
July 15, 2022
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CP
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Benzinga
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Here's How Much $1000 Invested In Canadian Pacific Railway 10 Years Ago Would Be Worth Today
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Benzinga's Top Ratings Upgrades, Downgrades For July 7, 2022
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June 28, 2022
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Benzinga's Top Ratings Upgrades, Downgrades For June 28, 2022
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Here's How Much $1000 Invested In Canadian Pacific Railway 5 Years Ago Would Be Worth Today
June 27, 2022
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A Bearish Sign Appears On Canadian Pacific Railway's Chart
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$1000 Invested In This Stock 5 Years Ago Would Be Worth $2,300 Today
June 10, 2022
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Canadian Pacific Inks Multi-Year Deal With CMA CGM
May 31, 2022
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