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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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EVENTS
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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
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Energy storage project aims to help stabilize Vermont’s electric power grid
September 15, 2022
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Energy storage project aims to help stabilize Vermont’s electric power grid
September 15, 2022
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Aggregating residential electricity customers decreases blackouts
September 13, 2022
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Aggregating residential electricity customers decreases blackouts
September 13, 2022
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Batteries helped (mostly) as California’s grid endured record demand
September 09, 2022
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Batteries helped (mostly) as California’s grid endured record demand
September 09, 2022
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Does the US need a national DER integration initiative?
September 08, 2022
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Does the US need a national DER integration initiative?
September 08, 2022
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FERC accepts MISO’s seasonal construct despite major concerns
September 06, 2022
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FERC accepts MISO’s seasonal construct despite major concerns
September 06, 2022
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Sunnova launches bid to be a ‘micro-utility’ in California
September 02, 2022
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Sunnova launches bid to be a ‘micro-utility’ in California
September 02, 2022
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Solar+storage now powering BUBBLE WRAP maker’s California operations
August 25, 2022
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Solar+storage now powering BUBBLE WRAP maker’s California operations
August 25, 2022
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Grid interactive solar + storage expanding in Utah and Idaho
August 25, 2022
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Grid interactive solar + storage expanding in Utah and Idaho
August 25, 2022
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Midwest grid operator tries to ease rift with renewable energy developers over upgrade costs
August 18, 2022
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Midwest grid operator tries to ease rift with renewable energy developers over upgrade costs
August 18, 2022
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There is $30M for innovative DER interconnection projects, technologies in New York
August 18, 2022
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There is $30M for innovative DER interconnection projects, technologies in New York
August 18, 2022
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Clearloop targets the dirtiest grids for its solar development work
August 18, 2022
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Clearloop targets the dirtiest grids for its solar development work
August 18, 2022
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Developers to make distribution grid upgrades themselves under pilot program
August 09, 2022
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Developers to make distribution grid upgrades themselves under pilot program
August 09, 2022
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Data show how small-scale solar is shifting demand in New England
August 05, 2022
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Data show how small-scale solar is shifting demand in New England
August 05, 2022
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New Leaf Energy forms from spin off and sale of Borrego development arm
August 03, 2022
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New Leaf Energy forms from spin off and sale of Borrego development arm
August 03, 2022
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Energy storage offers little value as residential net billing schemes expand, Berkeley Lab says
July 27, 2022
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Energy storage offers little value as residential net billing schemes expand, Berkeley Lab says
July 27, 2022
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