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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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Credit Suisse shares jump after saying it will borrow from SNB and buy back debt
March 16, 2023
Tickers
CS
Tags
CS
CH:CSGN
From
MarketWatch
Fear & Greed Index Moves To 'Extreme Fear' Zone As Dow Dips Over 250 Points
March 16, 2023
Tickers
CS
DG
FDX
JBL
Tags
DG
Penny Stocks
Trading Ideas
From
Benzinga
Larry Summers Says Authorities Didn't Handle SVB Crisis Well: 50 Bps Rate Hike 'Probably ... Off The Table'
March 15, 2023
Tickers
CS
SIVB
Tags
banks
Inflation
Markets
From
Benzinga
Bitcoin, Ethereum, Dogecoin Slide Amid Credit Suisse Worries: Analyst Eyes 'Textbook Perfect' Apex Crypto Move To $100K
March 15, 2023
Tickers
BITCOMP
COIN
CS
USD-BITSTAMP
Tags
$DOGE
Markets
$BTC
From
Benzinga
Embattled Credit Suisse To Borrow Up To $54B From Swiss National Bank: Here Are Other Measures It's Taking
March 15, 2023
Tickers
CS
Tags
banks
Swiss National Bank
Markets
From
Benzinga
Tesla, Meta, Thermogenesis, Adobe, UiPath: Why These 5 Stocks Are Drawing Investors' Attention Today
March 15, 2023
Tickers
ADBE
CS
META
PATH
Tags
META
gene therapy
electric vehicles
From
Benzinga
Credit Suisse to borrow about $54 billion from Swiss central bank
March 15, 2023
Tickers
CS
Tags
CS
From
MarketWatch
Credit Suisse gets liquidity promise, but Wall Street not ‘out of the woods yet’
March 15, 2023
Tickers
COMP
CS
DJIA
SBNY
Tags
SIVB
DJIA
VIX
From
MarketWatch
Why Zscaler Stock Slumped on Wednesday
March 15, 2023
Tickers
CS
ZS
Tags
CS
Market News
Recent Press Releases
From
Motley Fool
Switzerland To The Rescue: Swiss National Bank, FINMA Ready To Provide Liquidity Support For Credit Suisse
March 15, 2023
Tickers
BANK
CS
Tags
Switzerland
News
CS
From
Benzinga
Credit Suisse bonds lead rout in bank, financial company debt
March 15, 2023
Tickers
BAC
COMP
CS
DJIA
Tags
SBNY
UBS
JPM
From
MarketWatch
Why Taiwan Semiconductor, Qualcomm, and Skyworks Solutions Fell Today, but Then Recovered
March 15, 2023
Tickers
CS
QCOM
SWKS
TSM
Tags
Recent Press Releases
Market News
TSM
From
Motley Fool
What The Markets Are Expecting From Thursday's ECB Interest Rate Decision
March 15, 2023
Tickers
BBVA
BCS
BNPQY
CS
Tags
Penny Stocks
ING
UNCRY
From
Benzinga
S&P 500 Shoots Higher Into The Close: Here's Why
March 15, 2023
Tickers
CS
SPY
Tags
Benzinga
Market News
SPY
From
Benzinga
U.S. lawmakers are donating or returning contributions from Silicon Valley Bank
March 15, 2023
Tickers
CS
DJIA
KBE
SIVB
Tags
SIVB
DJIA
CH:CSGN
From
MarketWatch
5 Investors Betting Big on UBS Stock Right Now
March 15, 2023
Tickers
CS
SIVB
UBS
Tags
SIVB
Market News
Today's Market
From
InvestorPlace
Regional, Big U.S. And Global Banks Shake From SVB Collapse On Wednesday
March 15, 2023
Tickers
BAC
C
CS
FRC
Tags
CS
Market News
PACW
From
Benzinga
Why Occidental Petroleum, Cheniere Energy, and Enbridge Are Plunging Today
March 15, 2023
Tickers
CS
ENB
LNG
OXY
Tags
Recent Press Releases
OXY
Market News
From
Motley Fool
Bank crisis beginning to be felt by nonbank institutions, Fitch Ratings says
March 15, 2023
Tickers
COMP
CS
DJIA
SPX
Tags
CS
SPX
COMP
From
MarketWatch
10 Financials Stocks Whale Activity In Today's Session
March 15, 2023
Tickers
BAC
C
COIN
CS
Tags
KEY
BAC
JPM
From
Benzinga
12 Financials Stocks Moving In Wednesday's Intraday Session
March 15, 2023
Tickers
ADOCR
BNKD
CS
FINV
Tags
FRC
BZI/TFM
NRGU
From
Benzinga
Credit Suisse Seeks Help From Real SNB (Swiss National Bank) After Saudi National Bank Rules Out Additional Assistance
March 15, 2023
Tickers
BCS
BLK
BNPQF
BNPQY
Tags
Benzinga
Top Stories
BNPQF
From
Benzinga
Why American Public Education Shares Are Trading Lower By Around 49%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
March 15, 2023
Tickers
AA
AMBI
APE
APEI
Tags
EML
TORO
MOGU
From
Benzinga
Tail risk ETFs see sharp gains as U.S. stocks fall amid investor anxiety over banks
March 15, 2023
Tickers
COMP
CS
CYA
DJIA
Tags
SPX
CS
BX:TMUBMUSD02Y
From
MarketWatch
PPI Inflation, February Retail Sales Data Raise Market Expectations For Fed Pivot
March 15, 2023
Tickers
CS
IEF
SHY
SPY
Tags
Market News
CS
ETFs
From
Benzinga
Why Carnival, Norwegian, and Royal Caribbean Stocks Dropped Today
March 15, 2023
Tickers
CCL
CS
CUK
NCLH
Tags
NCLH
Recent Press Releases
RCL
From
Motley Fool
Why Chevron, Devon, and ExxonMobil Stocks Are Still Going Down
March 15, 2023
Tickers
CS
CVX
DVN
XOM
Tags
Recent Press Releases
DVN
CVX
From
Motley Fool
Not Out of the Woods: Bank Stocks Struggle Amid Renewed Industry Concerns
March 15, 2023
Tickers
ADBE
CS
DG
FDX
Tags
Homebuilding
TD Ameritrade
Penny Stocks
From
Benzinga
Here’s why a failure of Credit Suisse matters to U.S. investors.
March 15, 2023
Tickers
CS
DB
DJIA
SAN
Tags
CS
SPX
SAN
From
MarketWatch
Stock investors are still too bullish for anyone to believe this selloff will spark a strong market rally
March 15, 2023
Tickers
COMP
CS
DJIA
SBNY
Tags
DJIA
SBNY
SIVB
From
MarketWatch
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