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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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Market Analysis Summary
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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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CurrencyWorks' MusicFX Launches NFT For Platinum-Selling Country Star Michael Ray
March 15, 2022
Tickers
CWRK
Tags
CurrencyWorks
Penny Stocks
Markets
From
Benzinga
Platinum-Selling Country Music Artist Michael Ray Joins MusicFX
March 10, 2022
Tags
CurrencyWorks
Markets
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From
Benzinga
Number One Country Star Michael Ray Chooses CurrencyWorks' MusicFX To Mint His First NFT
March 10, 2022
Tickers
CWRK
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Markets
Penny Stocks
CurrencyWorks
From
Benzinga
MusicFX Partner Parker McCollum Wins First Academy Of Country Music Award
March 09, 2022
Tags
Benzinga
Press Releases
Cryptocurrency
From
Benzinga
VUELE™, CurrencyWorks' Movie NFT Platform, Announces Lionsgate's Grindstone Entertainment Acquires U.S. Rights to its ZERO CONTACT Movie
March 09, 2022
Tickers
CWRK
Tags
Penny Stocks
CurrencyWorks
Markets
From
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CurrencyWorks' MusicFX Celebrates Parker McCollum's Academy of Country Music Awards Win
March 07, 2022
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CWRK
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CWRK
Cryptocurrency
From
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CurrencyWorks' VUELE™ Feature Film NFT Platform Unveils ZERO CONTACT, Starring Anthony Hopkins, Exclusive and Collector's Edition Drops
February 22, 2022
Tags
Benzinga
Press Releases
Partner Content
From
Benzinga
Motoclub Reveals Prestige Pack Drop For Barrett-Jackson Houston 2021 Collector Series
February 17, 2022
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CWRK
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CWRK
Partner Content
From
Benzinga
CurrencyWorks Motoclub Reveals Prestige Pack Drop For Barrett-Jackson Houston 2021 Collector Series
February 17, 2022
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CWRK
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Market News
Partner Content
Cryptocurrency
From
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Motoclub Reaches Over $95,000 in NFT Sales at Barrett-Jackson Auctions
January 31, 2022
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CWRK
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Press Releases
Benzinga
Market News
From
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CurrencyWorks' Motoclub Reaches Over $95,000 In NFT Sales At Barrett-Jackson Auctions
January 31, 2022
Tickers
CWRK
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Markets
Penny Stocks
CurrencyWorks
From
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Motoclub Announces Barrett-Jackson Houston 2021 SparkNFT Collector Series
January 27, 2022
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Benzinga
Cryptocurrency
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From
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CurrencyWorks Motoclub Announces New Barrett-Jackson NFT Collector Series
January 27, 2022
Tickers
CWRK
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CurrencyWorks
Penny Stocks
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From
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Motoclub Unveils Version 2.0
January 24, 2022
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CurrencyWorks
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CurrencyWorks Motoclub Unveils Version 2.0
January 24, 2022
Tickers
CWRK
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Press Releases
Benzinga
CWRK
From
Benzinga
Motoclub Reveals Rare NFTs to be Auctioned at Barrett-Jackson Scottsdale Auction 2022
January 13, 2022
Tags
Market News
Partner Content
Cryptocurrency
From
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CurrencyWorks Motoclub Reveals Rare NFTs to be Auctioned at Barrett-Jackson Scottsdale 2022
January 13, 2022
Tickers
CWRK
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Press Releases
Benzinga
CWRK
From
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Parker McCollum Releases Additional Gold Chain Cowboy Club Memberships
December 28, 2021
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Cryptocurrency
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From
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Following Initial Sell Out CurrencyWorks MusicFX Releases Additional Parker McCollum NFT Memberships
December 28, 2021
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Benzinga
Media
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From
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Parker McCollum $100,000 of Signature Edition NFTs Sells Out
December 21, 2021
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CWRK
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Cryptocurrency
From
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Parker McCollum Signature Edition NFTs Sells Out
December 21, 2021
Tickers
CWRK
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CurrencyWorks
Markets
Market News
From
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Power Move? CurrencyWorks Reports Launching Music Entertainment NFT Platform MusicFX and Signing Platinum-Selling Artist Parker McCollum
December 21, 2021
Tickers
CWRK
MARA
SNOW
TWTR
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General
Market News
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From
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CurrencyWorks Motoclub Marketplace To Go Live
December 21, 2021
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CWRK
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CurrencyWorks
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Benzinga
From
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Green Lights for Motoclub Marketplace
December 21, 2021
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CurrencyWorks
Partner Content
From
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Parker McCollum Releases First NFT Fan Club Exclusively With MusicFX
December 09, 2021
Tickers
CWRK
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Benzinga
Market News
CWRK
From
Benzinga
CurrencyWorks MusicFX Announces Details of First Parker McCollum NFT Drop
December 09, 2021
Tickers
CWRK
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CurrencyWorks
Markets
Market News
From
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MusicFX to Revolutionize Music Industries Relationship with NFTs
December 07, 2021
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Market News
From
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Platinum-Selling Country Artist Parker McCollum Selects MusicFX
December 07, 2021
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CWRK
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From
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CurrencyWorks Partners With Crown & Ace To Create New Music NFT Platform MusicFx.io
December 07, 2021
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CurrencyWorks
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From
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Parker McCollum Selects CurrencyWorks' MusicFX NFT Platform To Launch NFT Fan Club
December 07, 2021
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