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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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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
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PayPal Stock Looks Attractive Under $75 a Share
June 24, 2022
Tickers
ARKF
FISV
GPN
PYPL
Tags
Stocks to Buy
NASDAQ:PYPL,NYSE:GPN,NASDAQ:FISV,NYSE:V,NYSEARCA:ARKF
GPN
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3 No-Brainer Fintech Stocks to Buy With $300 During This Market Sell-Off
June 22, 2022
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JPM
LC
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What 7 Analyst Ratings Have To Say About Fiserv
June 21, 2022
Tickers
FISV
Tags
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FISV
Benzinga
From
Benzinga
Watch The Bounce: Goldman Sachs And Morgan Stanley Analysts Foresee Extended Losses
June 21, 2022
Tickers
DASH
FDS
FIS
FISV
Tags
GPN
RUN
Market News
From
Benzinga
RBC Shares Its Insight On Fintechs, Apple Buy Now Pay Later, Ultimate Winners
June 13, 2022
Tickers
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AFRM
FIS
FISV
Tags
AFRM
SQ
MA
From
Benzinga
Here's How Much You Would Have Made Owning Fiserv Stock In The Last 15 Years
June 13, 2022
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FISV
Tags
Earnings
News
Benzinga
From
Benzinga
7 Growth Stocks to Buy After Any Market Dive
June 06, 2022
Tickers
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ETSY
FB
FISV
Tags
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FB
From
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Here's a Fast-Growing Fintech You Can Buy for Under $15 Today
May 31, 2022
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AFRM
ARKF
DASH
FIS
Tags
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Market News
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From
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May 26, 2022
Tickers
ABNB
FISV
TTD
Tags
ABNB
FISV
Market News
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Tech Sell-Off: 2 Growth Stocks to Buy, and 1 to Sell
May 25, 2022
Tickers
DASH
FISV
UCTT
Tags
UCTT
Recent Press Releases
Market News
From
Motley Fool
Wells Fargo Lists Its Picks In the Fintech Universe - See Which Stocks Made the Cut
May 24, 2022
Tickers
FIS
FISV
FLT
FLYW
Tags
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Benzinga
Fintech
From
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7 Defensive Growth Stocks to Buy for a Shaky Market
May 21, 2022
Tickers
ADBE
ELS
ENTG
FISV
Tags
ADBE
VBK
ELS
From
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3 Undervalued Fintech Stocks to Buy Now
May 20, 2022
Tickers
AFRM
AMZN
FINX
FISV
Tags
SHOP
Stocks to Buy
SOFI
From
InvestorPlace
Visa’s ‘more defensive’ stance makes it well suited for choppy times, Goldman Sachs says
May 18, 2022
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FIS
FISV
FOUR
GPN
Tags
FOUR
FIS
MA
From
MarketWatch
Affirm Stock Bottomed After March Quarter Numbers
May 18, 2022
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AFRM
BAC
FISV
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V
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Q1 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
May 17, 2022
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AMZN
ATVI
BRK-B
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PayPal Isn’t a Perfect Stock, But It’s Undeniably Cheap
May 16, 2022
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GPN
PYPL
Tags
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FISV
GPN
From
InvestorPlace
Insiders Buy Around $63M Of 2 Stocks
May 11, 2022
Tickers
FISV
HCP
Tags
HCP
News
Markets
From
Benzinga
The Smart Money Is Putting a Bullish Spin on the Market Crash
May 09, 2022
Tickers
ALGN
APPN
FISV
HPQ
Tags
PYPL
Market News
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Executives Buy Over $373M Of 4 Stocks
May 05, 2022
Tickers
APPN
FISV
HCA
OXY
Tags
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Benzinga
From
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Benzinga's Top Ratings Upgrades, Downgrades For May 3, 2022
May 03, 2022
Tickers
API
ARGX
CANO
CHGG
Tags
CHTR
SIVB
ED
From
Benzinga
Fiserv's Return On Capital Employed Overview
April 29, 2022
Tickers
FISV
Tags
FISV
Market News
Earnings
From
Benzinga
Expert Ratings for Fiserv
April 28, 2022
Tickers
FISV
Tags
Benzinga
Market News
FISV
From
Benzinga
Fiserv Clocks 10% Revenue Growth In Q1; Reiterates FY22 Outlook
April 27, 2022
Tickers
FISV
TECH
Tags
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Fiserv (FISV) Q1 2022 Earnings Call Transcript
April 27, 2022
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FISV
Tags
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Market News
FISV
From
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Recap: Fiserv Q1 Earnings
April 27, 2022
Tickers
FISV
Tags
BZI/Recaps
Benzinga
Market News
From
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Fiserv Q1 2022 Earnings Conference Call On April 27, 2022 At 08:00 AM ET
April 13, 2022
Tickers
FISV
Tags
Earnings
Market News
FISV
From
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