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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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
Featured Articles
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SoFi's Earnings Report Was Rock Solid. Here's Why the Stock Is a Screaming Buy.
August 22, 2023
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MS
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UBS Hopes To Avoid $10B Credit Suisse Backstop, Plans To Recruit Wealth Managers
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June 29, 2023
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UBS Reportedly Plans Major Layoffs Following Credit Suisse Acquisition
June 27, 2023
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Swiss National Bank Urges Banks To Pledge Assets At Central Banks To Avoid CS Like Crisis
June 22, 2023
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UBS To Incur Hundreds Of Millions Of Dollars Penalties From Credit Suisse's Archegos Failures: Report
June 20, 2023
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Broadcom Might Receive European Approval For $61B VMware Deal, UBS Closes Credit Suisse Takeover, Illumina CEO Steps Down Amid Activist Investor Carl Icahn's Pressure: Today's Top Stories
June 12, 2023
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UBS Closes Credit Suisse Takeover, Projects CET1 Ratio of 14% in 2023
June 12, 2023
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UBS says its takeover of Credit Suisse is now complete
June 12, 2023
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June 09, 2023
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Credit Suisse Looking To Sell Its China Securities Brokerage Business Due To UBS Takeover: Report
June 09, 2023
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UBS Gets Help From Swiss Government To Cover CS Takeover Related Losses
June 09, 2023
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UBS inks pact with Swiss government as Credit Suisse deal may close next week
June 09, 2023
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Apple's Upcoming VR Headset Marks Significant New Product Debut In Almost 10 Years, Regulators Want Tighter Capital Requirements For Large US Banks, Software Configuration Error at Grail Causes Cancer
June 05, 2023
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UBS Plans To Close Credit Suisse Acquisition By Mid-June
June 05, 2023
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UBS expects to complete Credit Suisse acquisition as early as June 12
June 05, 2023
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Twitter Algorithm Changes Show Disturbing Impact, Uber One's Subscription Changes, More Layoffs at Goldman Sachs: Today's Top Stories
May 31, 2023
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Credit Suisse-UBS Merger Derails China Bank Incorporation Plan
May 31, 2023
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Credit Suisse loses $900 million lawsuit to former Georgia prime minister
May 26, 2023
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EU Slaps Meta With Penalty For Data Privacy Violation, Uber's Diversity Leader Faces Heat, China Bans Some Of Micron's Product Sales: Today's Top Stories
May 22, 2023
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Where Is Our Bonus? Credit Suisse Employees Plan Lawsuit Against Swiss Regulator Over AT1 Bonus Losses Due To UBS Rescue
May 22, 2023
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One Banking Stock to Buy and Hold Forever
May 22, 2023
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Apple Thwarts $2B In Fraud Transactions, UBS Takes $17B Hit From 'Hasty Credit Suisse Takeover,' Verizon Streamlines Unlimited Data Plans: Today's Top Stories
May 17, 2023
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Western Alliance Bancorp deposit growth sparks rally in bank stocks
May 17, 2023
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UBS Cites $17B Hit From Rushed Credit Suisse Takeover, Blames Hasty Due Diligence
May 17, 2023
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UBS estimates $35 billion gain from buying Credit Suisse
May 17, 2023
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UBS CEO Says Credit Suisse Already Had Problems in 2015: "Something Wasn't Going Well"
May 13, 2023
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5 Key Takeaways From the Berkshire Hathaway Meeting
May 12, 2023
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Top 5 Financial Stocks That Are Preparing To Pump This Month
May 10, 2023
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