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What We Buy Currently
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Turnkey Operation Platform
Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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EVENTS
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Investing During Uncertain Times
Read FULL Seminar Here
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
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Latest News about FAT Brands
Recent news which mentions FAT Brands
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Twin Peaks and 3B Lodge to Partner on Existing Locations in Kansas
January 12, 2023
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From
Press Release – RestaurantNews.com
Fazoli’s to Make Debut in Puerto Rico with New Area Development Deal
January 11, 2023
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From
Press Release – RestaurantNews.com
Twin Peaks Signs Multi-Unit Deal to Continue Florida Expansion
January 06, 2023
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From
Press Release – RestaurantNews.com
More Scenic Views Coming to Mexico with Twin Peaks Cancun
December 19, 2022
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From
Press Release – RestaurantNews.com
Fazoli’s Hiring Team Members to Bring Signature Italian Flavors and Breadsticks to the East Side of Sioux Falls
December 19, 2022
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Twin Peaks Prepares to Celebrate Newest Fort Worth-Area Location
December 16, 2022
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Phoenix Welcomes Back Its Favorite Italian Spot – Fazoli’s
December 15, 2022
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From
Press Release – RestaurantNews.com
Twin Peaks Levels Up Its Food and Beverage Experience
December 15, 2022
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From
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Fazoli’s to Make Highly Anticipated Debut in Louisiana and North Texas with New Area Development Deals
December 08, 2022
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From
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Fazoli’s Recognizes Brand Leaders with the Highest Company Honors
December 05, 2022
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From
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Twin Peaks’ Banner Year Continues With Fall Successes
November 14, 2022
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From
Press Release – RestaurantNews.com
Twin Peaks Brings its Scenic Views to Madison, Tennessee
November 11, 2022
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From
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Twin Peaks Raised $100,000 for Tunnel to Towers Foundation in Honor of Veterans Day
November 07, 2022
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From
Press Release – RestaurantNews.com
Twin Peaks Racing in Near Texas Motor Speedway
October 31, 2022
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Twin Peaks to Donate $10 for Every NFL Touchdown This Season to ALS Association
October 27, 2022
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From
Press Release – RestaurantNews.com
Twin Peaks To Introduce New Game Day Experience to Nashville Area
October 13, 2022
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From
Press Release – RestaurantNews.com
Twin Peaks Rolls Out Fresh New Take on Flatbreads
October 13, 2022
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Find Your New Favorite Flavors with Fazoli’s Mouthwatering Fall Menu
September 27, 2022
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From
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Twin Peaks Sees Scorching Success Throughout Summer
September 09, 2022
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From
Press Release – RestaurantNews.com
Twin Peaks Signs Multi-Unit Deal to Increase Louisville-area Presence
September 08, 2022
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From
Press Release – RestaurantNews.com
Twin Peaks Prepares to Celebrate New San Antonio-Area Location in Live Oak
August 19, 2022
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From
Press Release – RestaurantNews.com
Twin Peaks Brings More Scenic Views and Brews to Kansas City
August 15, 2022
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From
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Dublin Says Hello To its New Favorite Italian Spot… Fazoli’s!
August 10, 2022
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From
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Twin Peaks Sets Sights on Further International Franchise Growth
August 08, 2022
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From
Press Release – RestaurantNews.com
Twin Peaks Signs Multi-Unit Deal to Expand Further Across North Carolina
August 01, 2022
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From
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Famous Breadsticks, Italian Fare Coming to Panama City with New Fazoli’s
August 01, 2022
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From
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Dare to Excel Program to Showcase Fazoli’s Team Members’ Talent and Dedication
July 28, 2022
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Fazoli’s Development Heats up with Seven New Signings in Q2
July 19, 2022
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From
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Twin Peaks Crowns Amanda Medrano as Miss Twin Peaks 2022
July 15, 2022
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Ravioli Fest Bringing New Delicious Dishes to Fazoli’s Fans
July 05, 2022
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