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home
about us
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Firm ADV PDFs
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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
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
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Additional Information
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Twin Peaks Scales New Heights with Landmark Q2 Achievements
July 29, 2024
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Twin Peaks Expands in Texas with Newest Terrell Lodge
July 25, 2024
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Mark Your Calendars: Twin Peaks Opens in Fort Mill on July 22
July 22, 2024
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Twin Peaks Raises $100,000 for Tunnel to Towers Foundation
July 12, 2024
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Real Estate & Hospitality Pro Signs Multi-Unit Deal to Bring More Twin Peaks to Southeastern U.S.
June 25, 2024
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Twin Peaks to Open First Location in Fort Mill, South Carolina
June 20, 2024
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Twin Peaks Crowns Miss Fort Myers as Miss Twin Peaks 2024
June 18, 2024
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Twin Peaks’ First Location in Naples is Now Open For Food, Fun and Florida Fans
May 24, 2024
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Twin Peaks Partners with Tunnel to Towers for Memorial Weekend, Amplifying Support for Heroes
May 20, 2024
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Twin Peaks Caps off Q1 2024 with New Restaurants, Agreements, Menus and Acclaim
May 10, 2024
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Twin Peaks Signs Multi-Unit Deal to Expand in Denver
April 03, 2024
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Twin Peaks to Open First Location in Naples, Fla. Bringing Beach-Ready Ice-Cold Brews and Scenic Views
March 14, 2024
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Twin Peaks Opens First Lodge in Doral, Bringing Ice Cold Brews and Scenic Views
March 11, 2024
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Twin Peaks Reels in New Seafood Items on Menu
February 26, 2024
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Cocktails Get Crafty: Twin Peaks Mixes Up New Bourbon, Tequila, & Aperol Drinks for Latest Bar Innovation
February 14, 2024
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Twin Peaks Opens First Lodge in Guadalajara, Bringing Ice Cold Brews and Scenic Views
February 05, 2024
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Boardman, Ohio Gets New Sports Lodge with Scenic Views as Twin Peaks Opens First Area Location
January 29, 2024
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Twin Peaks Played to Win in 2023 with Growth, Innovation and Awards
January 23, 2024
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Twin Peaks Signs Multi-Unit Deal with Veteran Entrepreneur to Expand in Philadelphia
January 22, 2024
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Twin Peaks Signs Multi-Unit Deal with Top Franchisee to Grow in Northern New Jersey
December 29, 2023
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Twin Peaks to Open First Lodge in Boardman, OH Bringing Ice Cold Brews and Scenic Views
December 28, 2023
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Twin Peaks Hits Accelerator on Mexico Expansion
December 13, 2023
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Twin Peaks Further Expands in Florida with Doral Opening
December 04, 2023
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Schererville Sports Fans Get a New Home-Away-From-Home with Twin Peaks
November 14, 2023
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Twin Peaks Opens First Louisville Location
November 13, 2023
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Twin Peaks Celebrates Strong Third Quarter with New Restaurant Openings and Awards
October 23, 2023
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Twin Peaks Flatiron Location Received Big Enhancements
October 20, 2023
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Twin Peaks Opens First Sarasota Location
October 10, 2023
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Twin Peaks Making Louisville Debut in November
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Twin Peaks to Open New Indiana Location
September 22, 2023
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