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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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EVENTS
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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W. Springfield manufacturer expands in N.C., plans to hire 80-plus
October 21, 2021
Tags
CRE Brokerages
Dan Gilbert
Commercial Real Estate
From
Business Journals
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October 20, 2021
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CRE Brokerages
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October 20, 2021
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October 18, 2021
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Participant Media, LLC
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October 18, 2021
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October 14, 2021
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From
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October 07, 2021
Tags
Svn International Corp/
Commercial Real Estate
CRE Developers
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October 06, 2021
Tags
Chad Habeeb
Darian Leblanc
CRE Brokerages
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October 04, 2021
Tags
CRE Brokerages
CRE Developers
Residential Real Estate
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October 01, 2021
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CRE Developers
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October 01, 2021
Tags
Housing Market
CRE Brokerages
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September 30, 2021
Tags
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Business Journals
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September 30, 2021
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Retail Development
CRE Brokerages
Commercial Real Estate
From
Business Journals
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September 30, 2021
Tags
Commercial Real Estate
Restaurants
Homebuilders
From
Business Journals
Dallas investor pays $155M for north Phoenix apartments
September 29, 2021
Tags
Cliff David
Steve Gebing
Residential Real Estate
From
Business Journals
New details, renderings emerge for Circle South office tower
September 29, 2021
Tags
Construction
Stephen Winn
Stewart Lyman
From
Business Journals
Simon lands one of the first stores for Aerie offshoot at South Hills Village
September 28, 2021
Tags
CRE Brokerages
American Eagle Outfitters Inc/
CRE Developers
From
Business Journals
California firm drops $74.26 million on Metrocenter apartments
September 28, 2021
Tags
Oracle Corporation
CRE Developers
Commercial Real Estate
From
Business Journals
WashREIT sells what's left of its retail portfolio for $168M
September 22, 2021
Tickers
JLL
Tags
PGIM Real Estate Finance
Glenn Rosenthal
Jordan Lex
From
Business Journals
Dallas firm pays $69 million for Chapel Hill apartments near retail center
September 22, 2021
Tags
CRE Developers
Residential Real Estate
Housing Market
From
Business Journals
Growing electronic sensor manufacturer buys Southpointe building for new headquarters
September 22, 2021
Tickers
INNO
Tags
Commercial Real Estate
Inno
CRE Brokerages
From
Business Journals
Agoura Hills office campus sells for $18.5 million
September 20, 2021
Tags
Ben Tashakorian
Marcus & Millichap, Inc/
Commercial Real Estate
From
Business Journals
Former Trinity Broadcasting Network headquarters sold for $22 million
September 20, 2021
Tags
Manny Khoshbin
Commercial Real Estate
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Business Journals
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September 09, 2021
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Business Journals
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September 06, 2021
Tickers
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Tags
Commercial Real Estate
CRE Brokerages
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From
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Simon Property Group announces new Free People Movement store for Ross Park Mall
August 30, 2021
Tags
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Retail Chains
Commercial Real Estate
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Business Journals
Trio of downtown Pasadena office buildings sells for $80 million, renovations planned
August 24, 2021
Tags
Cushman & Wakefield
CRE Brokerages
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From
Business Journals
Skyland Town Center lands Japanese spot as its first full-service restaurant tenant
August 23, 2021
Tags
Commercial Real Estate
CRE Brokerages
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Business Journals
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August 17, 2021
Tags
Biotech
CRE Brokerages
Pharmaceuticals
From
Business Journals
5 things to know: Fitness franchise will make local debut with Folsom site
August 17, 2021
Tags
Retailing & Restaurants
Josh Schmidt
California Chamber of Commerce, dba CalChamber
From
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