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home
about us
Investment Approach
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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
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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
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Latest News about DHT
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Wall Street’s Favorite Dividend Stocks? 7 Tickers That Are Practically Money Machines
March 19, 2024
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DHT Holdings: Adapting to Change and Addressing Investor Concerns
February 28, 2024
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DHT Holdings: Dividend Insights
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February 06, 2024
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February 06, 2024
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AB
ACT
AEIS
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LEA
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February 05, 2024
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DHT
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Wall Street Favorites: 3 Russell 2000 Stocks with Strong Buy Ratings
February 01, 2024
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A Look Into Energy Sector Value Stocks
January 11, 2024
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CPE
DHT
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Beat Inflation With These 3 High-Yielding Dividend Stocks In Energy Sector From Wall Street's Most Accurate Analysts
December 26, 2023
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ETRN
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VTS
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Expert Ideas
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From
Benzinga
Managing Uncertainty and Investor Rewards: DHT Holdings Adjusts Dividends in Response to Performance Challenges
November 28, 2023
Tickers
DHT
TRMD
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DHT
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David Einhorn's Portfolio Is Prepared For 'Higher Oil Prices' That Could 'Likely Cause A Recession'
November 16, 2023
Tickers
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DHT
GLD
GPK
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After dabbling in investment management as a partner at a hedge fund
Benzinga
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DHT Holdings's Ex-Dividend Date Is Monday, Here's What You Need To Know
November 15, 2023
Tickers
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BZI/ExDiv
DHT
From
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3 Energy Stocks to Buy for the Winter Months
November 09, 2023
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IXC
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EOG
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3 Energy Stocks to Buy and Hold for the Long Term
November 06, 2023
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FRO
FSLR
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Earnings Scheduled For November 6, 2023
November 06, 2023
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ACVA
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WTRG
VECO
From
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Earnings Outlook For DHT Holdings
November 03, 2023
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Earnings
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Benzinga's Top Ratings Upgrades, Downgrades For October 19, 2023
October 19, 2023
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Check Out 3 Energy Stocks With Over 6% Dividend Yields From Wall Street's Most Accurate Analysts
September 25, 2023
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ETRN
SFL
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Analyst Ratings
Wall Street's Most Accurate Analysts
Benzinga
From
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Decreased Earnings, Adjusted Dividends: DHT Holdings Ensures Stability for Shareholders through Managed Dividend Reductions
August 30, 2023
Tickers
DHT
TRMD
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Market News
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DHT
From
Benzinga
7 Very Oversold Energy Stocks to Buy Right Now
August 24, 2023
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CPE
DHT
DVN
EC
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The 3 Most Undervalued Emerging Markets Stocks to Buy Now: August 2023
August 21, 2023
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EC
VALE
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Top 5 Energy Stocks That May Collapse In Q3
August 21, 2023
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SFL
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NetApp, Hormel Foods, Pure Storage And Other Big Stocks Moving Higher On Thursday
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Check Out 3 Energy Stocks With Over 6% Dividend Yields From Wall Street's Most Accurate Analysts
May 22, 2023
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OKE
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Benzinga
Analyst Ratings for DHT Holdings
May 04, 2023
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Benzinga
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Benzinga's Top Ratings Upgrades, Downgrades For May 4, 2023
May 04, 2023
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BLDR
BLKB
CERE
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ZI
RBA
GRBK
From
Benzinga
Recap: DHT Holdings Q1 Earnings
May 03, 2023
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Earnings
Market News
DHT
From
Benzinga
Earnings Preview For DHT Holdings
May 02, 2023
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Benzinga
BZI/EP
Earnings
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Wall Street's Most Accurate Analysts Say Buy These 3 Energy Stocks Delivering High-Dividend Yields
April 25, 2023
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NAT
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Expert Ideas
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Benzinga
US Stocks Edge Higher; Coca-Cola Posts Upbeat Results
April 24, 2023
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Mid Morning Market Update
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