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TSL's Turnkey Operation Platform
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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
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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United Airlines' Houston Revamp: New Jobs, Expanded Gates, And Latest Airbus A321neo Take Flight
November 30, 2023
Tickers
EADSY
UAL
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Equities
Briefs
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November 24, 2023
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November 23, 2023
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November 22, 2023
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Airbus Secures Major A320neo Order From SMBC Aviation Capital, Strengthening Long-term Strategic Partnership
November 21, 2023
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November 20, 2023
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November 16, 2023
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Airbus Secures Ethiopian Airlines Deal For 11 A350-900s, Countering Limited Wins At Dubai Airshow
November 15, 2023
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November 14, 2023
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EADSY
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November 14, 2023
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EADSF
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RLLCF
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November 10, 2023
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November 08, 2023
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Growth Is Finally Coming for This Outstanding Stock -- Buy the Dip?
November 02, 2023
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Japan's All Nippon Airways To Cut 30 Flights Per Day During January-March 2024: Here's Why
October 31, 2023
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Fueling Up for Growth: Top 3 Hydrogen Stocks to Invest Now
October 24, 2023
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Airbus Bags €1.2B In Contracts To Enhance French Tanker Transport Capabilities
October 23, 2023
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Airbus Delivers 55 Airplanes To 34 Customers With The Largest Orders Going To India
October 10, 2023
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AerCap's Q3 Developments: 134 Lease Agreements, Repurchase Of 20M Shares & More
October 09, 2023
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Stock Predictions: 3 Speculative Stocks Ready to Roar Into 2024
October 05, 2023
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BP
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United Airlines Soars Into The Future: Lands Deal For 110 Aircraft From Boeing And Airbus
October 04, 2023
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EADSY
UAL
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LATAM Airlines Takes Delivery Of New A321neo Aircraft, Adds 13 More To Orderbook
October 03, 2023
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United Airlines Nears Order For Airbus A321 Narrowbody Jets: Report
October 03, 2023
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UAL
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Ambitious Flight Path: Boeing Sets Eyes On Record 737 Output By Mid-2025: Report
October 03, 2023
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EADSY
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Why RTX Stock Lost Altitude in September
October 02, 2023
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Boeing Stock: Buy, Sell, or Hold?
October 01, 2023
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Airbus Hits Jackpot: Hong Kong-based Cathay Pacific's $4.66B Splurge On A320neo Jets
September 30, 2023
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EADSF
EADSY
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Airbus' Strategic Pivot: Appoints Christian Scherer As CEO Of Commercial Aircraft Business
September 26, 2023
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SpaceX Just Beat Last Year's Launch Record
September 25, 2023
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