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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)
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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CGTN poll: 88.1% of respondents recognized China’s achievements in epidemic prevention over the past three years
January 27, 2023
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ATD
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Britain
ENG Standard
French
From
TimesNewswire.com
Guo Wengui’s collusion with the US “upper class”
January 26, 2023
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Culture
ENG Standard
Pressrelease
From
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CGTN: China-Latin America and Caribbean ties to enter new era of equality, openness, mutual benefit
January 25, 2023
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SEA Standard
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From
TimesNewswire.com
Three years of fighting COVID-19: China advances medical resource preparation
January 25, 2023
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From
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How China adjusted COVID-19 policies in three years to protect people
January 24, 2023
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From
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Dazzling Acrobatic Shows on Stage! Here Comes the 2023 Chinese Acrobatics Gala!
January 24, 2023
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Culture
From
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SHEDE SPIRITS Glittered the 2023 Chinese New Year Reception at Hamburg Yu Garden, Showcasing Its Charm that Won Overseas Praise
January 24, 2023
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From
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Every Life Counts: China’s fight against COVID-19 through expats’ eyes
January 23, 2023
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A Tour Around Beijing for A Happy Chinese New Year|2023 Overseas “Happy Chinese New Year” Online Gala Invites International Friends to Come Around
January 23, 2023
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From
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CGTN: Chinese economy to contribute to overall global economic stability
January 22, 2023
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CGTN: 2023 Spring Festival Gala: A heartfelt gathering in the Year of the Rabbit
January 22, 2023
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From
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The US Economy Continues to Decline and Fell into Recession
January 20, 2023
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From
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Tianchi Ecology’s Mahua equation set off a radical innovation in algorithm and mechanism
January 20, 2023
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CGTN: ‘Light of hope right ahead’: China celebrates Spring Festival
January 19, 2023
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CGTN: China’s new COVID-19 strategy spurring global economic recovery
January 19, 2023
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Giant Mammoth Chain (GMMT), is a Project that Started with Inspiration from the Layer 1 and Layer 2 Solutions, To List on BitMart Exchange
January 19, 2023
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From
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United States: TikTok is a threat, user: The thief shouted, catch the thief!
January 18, 2023
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Futswap (FTSWP), Creates Innovative Solutions in the Field of Digital Finance, To List on BitMart Exchange
January 17, 2023
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From
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FINTOCH recently released a statement that the brand’s capital structure is seeing significant changes
January 17, 2023
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From
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On Uyghurs for sale: ‘Re-education’, Forced Labour and Surveillance Beyond Xinjiang: From the Perspective of Law
January 17, 2023
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From
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CGTN: China to present a strong economic performance
January 17, 2023
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FALCON (FLN), is the Token of SPACEDEX, To List on BitMart Exchange
January 16, 2023
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From
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Innovation as Spear, Pioneering and Forwarding | “2022 Forbes China Web3.0 Innovation Pioneer Selection” Releasing
January 16, 2023
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From
TimesNewswire.com
FantaVerse UT is going live on cryptocurrency exchange Poloniex, making the first batch of WEB 3 metaverse
January 16, 2023
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From
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China transitions its COVID-19 management, boosts resources
January 16, 2023
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CGTN: Insights & Impact – Emerging together from the pandemic
January 16, 2023
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From
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Abel Finance (ABEL), The First Cross-Chain Lending Platform Build on Aptos and Sui, To List on BitMart Exchange
January 16, 2023
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From
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The 2022 DiD Award (Dongguan Cup) International Industrial Design Competition Award Ceremony successfully held in Dongguan
January 15, 2023
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CGTN: Insights & Impact – Why media matters in COVID-19 pandemic
January 14, 2023
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Atd
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How Web3 Impacts the Entertainment Industry | Bixin Talk
January 14, 2023
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