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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
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Latest News about CalPERS
Recent news which mentions CalPERS
Elon Musk Fires Back At CalPERS CEO Over Compensation Package Vote: 'What She's Saying Makes No Sense'
May 29, 2024
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June 15, 2023
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Biggest US Pension Bulks Up On Tesla, Apple, And These Big Techs: How CalPERS Shuffled Its Portfolio In Q4
February 13, 2023
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AMZN
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Market News
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From
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November 14, 2022
Tickers
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ADBE
TECH
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Benzinga
Largest U.S. Pension Fund With Apple As Top Holding Posts First Annual Loss Since 2009 Financial Crisis
July 22, 2022
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AMZN
JNJ
MSFT
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Market News
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Benzinga
5 things to know: New 'Best Places to Live' list includes one local city
July 21, 2022
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CalPERS
Food & Lifestyle
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CalPERS sees first negative return year since 2009
July 20, 2022
Tags
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Dan Bienvenue
Marcie Frost
From
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CalPERS sells 12% of its private equity holdings to reinvest
July 08, 2022
Tags
Government & Regulations
Nicole Musicco
Banking & Financial Services
From
Business Journals
Largest US Pension Fund Sold FAANG Stocks In Q1: Which Chip Stock Did It Buy Instead?
May 05, 2022
Tickers
AAPL
AMD
AMZN
FB
Tags
California
AAPL
Calpers
From
Benzinga
California's Pension Fund Saw $700M Go Up In Smoke Following Earnings-Triggered Sell-Off In Netflix
April 21, 2022
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NFLX
TECH
Tags
Tech
Trading Ideas
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Largest US State Pension Fund To Vote For Removing Warren Buffett As Berkshire Chairman
April 21, 2022
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BRK-B
Tags
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Benzinga
BRK/B
From
Benzinga
CalPERS finally hires new chief investment officer
February 23, 2022
Tags
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Ben Meng
Banking & Financial Services
From
Business Journals
5 things to know: Wellness business begins soft opening in Roseville's Fountains
December 21, 2021
Tags
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Retailing & Restaurants
Food & Lifestyle
From
Business Journals
CalPERS sets target for stocks below 50% for the first time in decades
November 19, 2021
Tags
CalPERS
Sanjay Varshney
Theresa Taylor
From
Business Journals
Largest US Pension Fund Trimmed Positions In Apple, Facebook, Google, Tesla In Q2 And Loaded Up Heavily On These 2 Stocks
August 19, 2021
Tickers
AAPL
AMZN
FB
GOOG
Tags
GOOGL
AMZN
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5 things to know, including an update on Rock & Brews at Cal Expo
July 15, 2021
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5 things to know, including news about 2 houseplant retailers
July 13, 2021
Tags
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Mathew Magno
Ellajack, Inc
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CalPERS achieves 21% return, triggering drop in discount rate
July 12, 2021
Tags
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Theresa Taylor
Ben Meng
From
Business Journals
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