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home
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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
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
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Back Dated Performance Reports
Quarterly Performance Reports
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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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Event Schedule
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Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Dallas firm pays $69 million for Chapel Hill apartments near retail center
September 22, 2021
Tags
CRE Brokerages
Homebuilders
Commercial Real Estate
From
Business Journals
River North's The Landings slated for October start, towing $160M construction loan
September 22, 2021
Tags
Commercial Real Estate
Architecture & Engineering
Matt Robinson
From
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Developer proposes ‘grand portal’ connecting Greenway and Faneuil Hall
September 22, 2021
Tags
CRE Developers
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September 21, 2021
Tags
CRE Developers
Commercial Real Estate
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September 21, 2021
Tags
CRE Developers
Commercial Real Estate
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252 apartments pitched for Nature's Nook property in Franklin
September 20, 2021
Tags
Commercial Real Estate
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September 17, 2021
Tags
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September 16, 2021
Tags
CRE Developers
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September 16, 2021
Tags
Construction
Commercial Real Estate
Patrick O’Riordan
From
Business Journals
One of Oakland's most active developers poised to break ground on 16-story residential tower
September 15, 2021
Tags
Residential Real Estate
Holland Partner Group
CRE Developers
From
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Robins & Morton breaks ground on new Southeastern hospital
September 15, 2021
Tags
AdventHealth
Robins & Morton
Commercial Real Estate
From
Business Journals
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September 14, 2021
Tags
Bars
Food & Lifestyle
Retailing
From
Business Journals
Marquette University launching $1 million investment fund for real estate training program
September 13, 2021
Tags
Vito Taphorn
CRE Developers
Marquette University
From
Business Journals
ABC Supply may take over building on Milwaukee's northwest side
September 13, 2021
Tags
Don Jeziorsky
CRE Developers
Hendricks Commercial Properties, LLC
From
Business Journals
Raleigh’s Smoky Hollow adds yoga studio, more food options to tenant lineup
September 09, 2021
Tags
Food & Lifestyle
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Buffalo Rock Co. sells three properties near Homewood for $9.05M
September 08, 2021
Tags
Commercial Real Estate
Buffalo Rock Co/
Manufacturing
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Business Journals
2021 Austin-San Antonio Growth Summit zeroes in on Texas' fastest-growing region
September 07, 2021
Tags
Technology
CRE Developers
Commercial Real Estate
From
Business Journals
Raleigh firm envisions food hall concept for Knightdale, JoCo and beyond
September 07, 2021
Tags
CRE Developers
Restaurants
Retailing & Restaurants
From
Business Journals
Family sells off remaining SouthPark land for luxury townhome development
September 03, 2021
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Daniel Burns
CRE Developers
Commercial Real Estate
From
Business Journals
Form D Friday: Park Cities Asset Management raises $61.8M in pooled investment interests
September 03, 2021
Tags
Medical Devices
Andrew Thomas
Mergers and Acquisitions
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Crest Residential to develop Florida multifamily project
September 02, 2021
Tags
CRE Developers
Commercial Real Estate
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Business Journals
Millennial Bank sells 280 corridor land, paving way for Sonic
September 02, 2021
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Brad Collins
Thompson Architecture, Inc/
Rives Construction Co/ Inc/
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Real estate firm eyes Birmingham land for 23-acre apartment development
September 02, 2021
Tags
Government & Regulations
Commercial Real Estate
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Crow Holdings strikes $1B joint venture with United Arab Emirates-owned investment firm
August 31, 2021
Tags
Banking & Financial Services
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Business Journals
Construction jumps 22% in Dallas-Fort Worth, with home and apartment builders leading the way
August 27, 2021
Tags
Housing Market
CRE Developers
DFW Relocation Center 2020
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Herzing University's future downtown HQ reflects post-pandemic office design
August 26, 2021
Tags
Architecture & Engineering
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Commercial Real Estate
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Raleigh's Moore Square district will soon have a new ‘neighborhood bar’
August 26, 2021
Tags
Retailing & Restaurants
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Business Journals
Dallas-area single-family home rents soar
August 25, 2021
Tags
Commercial Real Estate
Construction
Homebuilders
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Business Journals
SheSpace coworking concept expands to meet demand
August 20, 2021
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Courtnay Tartt Elias
Brandi McDonald Sikes
Human Resources
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Former South Station WeWork could become — what else? — lab space
August 17, 2021
Tags
Commercial Real Estate
CRE Brokerages
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