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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Latest News about FAT Brands
Recent news which mentions FAT Brands
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Fazoli’s Celebrates Commitment to Excellence with Fourth Annual Hall of Fame Tradition
June 21, 2022
Tickers
FAT
Tags
Fazoli’s franchise
restaurant
NASDAQ: FAT
From
Press Release – RestaurantNews.com
Twin Peaks Bolsters Menu Line-up of Made-from-Scratch Offerings
June 21, 2022
Tags
restaurant franchise
Twin Peaks
restaurant news
From
Press Release – RestaurantNews.com
Fazoli’s Promotes Key Leaders Within Best-in-Class Team
June 08, 2022
Tickers
FAT
Tags
Press Release
FAT Brands
Fazoli’s restaurants
From
Press Release – RestaurantNews.com
The Miss Twin Peaks 2022 International Contest Prepares to Bring the Heat to Texas Live!
May 17, 2022
Tags
Press Release
FAT Brands
restaurant franchise
From
Press Release – RestaurantNews.com
Fazoli’s Strikes 13 Franchise Area Development Agreements in Q1, Sets Sights on 250-Unit Benchmark
May 10, 2022
Tickers
FAT
Tags
Fazoli’s
restaurant franchise
Italian restaurants
From
Press Release – RestaurantNews.com
Twin Peaks is Ready to Win Over the Auburn Hills Community with New Lodge
May 09, 2022
Tags
restaurant franchise
Twin Peaks
restaurant news
From
Press Release – RestaurantNews.com
Twin Peaks Completes Successful First Quarter, Highlighted by New Area Development and Culinary and Beverage Enhancements
April 28, 2022
Tags
Press Release
FAT Brands
restaurant franchise
From
Press Release – RestaurantNews.com
Twin Peaks Inks Multi-Unit Deal to Further Pennsylvania Expansion
April 25, 2022
Tags
restaurant news
restaurant
restaurant franchise
From
Press Release – RestaurantNews.com
Fazoli’s Makes Its Highly Awaited DeKalb County Debut in Fort Payne
April 21, 2022
Tickers
FAT
Tags
NASDAQ: FAT
restaurant news
Fazoli’s franchise
From
Press Release – RestaurantNews.com
Twin Peaks Rolls Out New Collection of House-Made Tacos
April 08, 2022
Tags
Press Release
FAT Brands
restaurant
From
Press Release – RestaurantNews.com
Fazoli’s Takes Menu Innovation to the Next Level with Launch of Lasagna Fest
April 05, 2022
Tickers
FAT
Tags
Press Release
FAT Brands
Fazoli’s restaurants
From
Press Release – RestaurantNews.com
Twin Peaks Prepares to Bring Sports Watching Paradise to More of the Motor City
April 04, 2022
Tags
restaurant
restaurant news
restaurant franchise
From
Press Release – RestaurantNews.com
Fazoli’s is Bringing More Craveable Italian Flavors to The Tar Heel State
March 31, 2022
Tickers
FAT
Tags
Fazoli’s
restaurant franchise
Italian restaurants
From
Press Release – RestaurantNews.com
Panama City to Welcome its Very First Fazoli’s
March 24, 2022
Tickers
FAT
Tags
restaurant
Fazoli’s franchise
NASDAQ: FAT
From
Press Release – RestaurantNews.com
Fazoli’s Inks New Multi-Unit Area Development Deal in Phoenix
March 23, 2022
Tickers
FAT
Tags
Press Release
FAT Brands
Fazoli’s restaurants
From
Press Release – RestaurantNews.com
Twin Peaks Extends Leading Sports Fan Experience Across Chicago
March 16, 2022
Tags
Twin Peaks
restaurant franchise
restaurant
From
Press Release – RestaurantNews.com
Fazoli’s Drives Nationwide Development Through Existing Franchisee Deals
February 17, 2022
Tickers
FAT
Tags
Fazoli’s franchise
restaurant
NASDAQ: FAT
From
Press Release – RestaurantNews.com
Beat the Odds and Score $2 Million in Twin Peaks’ 2022 Bracket Challenge
February 16, 2022
Tickers
FAT
Tags
Twin Peaks
restaurant franchise
restaurant news
From
Press Release – RestaurantNews.com
Twin Peaks Builds Upon Best-in-Class Bar Selection with New Beverage Lineup
February 10, 2022
Tickers
FAT
Tags
Twin Peaks
restaurant franchise
restaurant news
From
Press Release – RestaurantNews.com
Fazoli’s Closes Out Strong Year, Carrying Sales Streak into 2022
February 03, 2022
Tickers
FAT
Tags
NASDAQ: FAT
Fazoli’s franchise
restaurant
From
Press Release – RestaurantNews.com
Twin Peaks Spreads Lodge Mantality Further Across Mexico
January 31, 2022
Tickers
FAT
Tags
FAT Brands
restaurant franchise
Press Release
From
Press Release – RestaurantNews.com
Twin Peaks Achieves Historic Year of Growth and Development
January 27, 2022
Tickers
FAT
Tags
Press Release
FAT Brands
restaurant
From
Press Release – RestaurantNews.com
Twin Peaks Brings Unmatched Sports Fan Experience to Columbus
January 25, 2022
Tickers
FAT
Tags
restaurant
restaurant news
Twin Peaks
From
Press Release – RestaurantNews.com
Fazoli’s Introduces Five Craveable Favorites Under $5, All Less Than 500 Calories
January 25, 2022
Tags
restaurant
Fazoli’s franchise
NASDAQ: FAT
From
Press Release – RestaurantNews.com
Twin Peaks Continues to Build Mexico Development Pipeline with Deal Resulting in 32 Lodges
December 22, 2021
Tickers
FAT
Tags
restaurant news
restaurant
Twin Peaks
From
Press Release – RestaurantNews.com
Twin Peaks Celebrates Grand Opening of First Amarillo Lodge
December 21, 2021
Tickers
FAT
Tags
Press Release
FAT Brands
restaurant
From
Press Release – RestaurantNews.com
Fazoli’s Two-Year Sales Comparisons Reach Astounding 26.7% in November
December 15, 2021
Tags
Italian restaurants
restaurant franchise
Fazoli’s
From
Press Release – RestaurantNews.com
McMinnville to Welcome Warren County’s First Taste of Fazoli’s Craveable Italian Flavors
December 07, 2021
Tags
FAT Brands
Press Release
Carl Howard
From
Press Release – RestaurantNews.com
Fazoli’s Teams Up with UK’s Star Freshman Point Guard for First-Ever NIL Partnership
December 02, 2021
Tags
Italian restaurants
Fazoli’s
NASDAQ: FAT
From
Press Release – RestaurantNews.com
Twin Peaks Signs Grand Slam Deal to Bring 10 Lodges to Philadelphia
December 01, 2021
Tickers
FAT
Tags
restaurant franchise
Press Release
FAT Brands
From
Press Release – RestaurantNews.com
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