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home
about us
Investment Approach
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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)
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
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Here's How Much You Would Have Made Owning Comfort Systems USA Stock In The Last 5 Years
August 22, 2025
Tickers
FIX
NEWS
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Market News
BZI/POD
News
From
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A Look Into Comfort Systems USA Inc's Price Over Earnings
August 22, 2025
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Tags
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From
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If You Invested $100 In This Stock 15 Years Ago, You Would Have This Much Today
August 14, 2025
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NEWS
Tags
Market News
News
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From
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Comfort Systems USA COO Sells 4,400 Shares of FIX Worth $3.2 Million
August 11, 2025
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FIX
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FIX
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From
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August 08, 2025
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From
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August 05, 2025
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Benzinga
FIX
From
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Comfort Systems FIX Earnings Call Transcript
August 04, 2025
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FIX
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Market News
Recent Press Releases
FIX
From
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Where Comfort Systems USA Stands With Analysts
July 28, 2025
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FIX
Tags
Benzinga
FIX
Market News
From
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Thermo Fisher, Baker Hughes And IQVIA Holdings Are Among Top 10 Large Cap Gainers Last Week (July 21-July 25): Are The Others In Your Portfolio?
July 27, 2025
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FIX
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Market News
News
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From
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Comfort Systems USA Dividend Increase
July 26, 2025
Tickers
FIX
Tags
FIX
Market News
Stocks / Equities
From
TalkMarkets
Why Wall Street Is Bullish On Comfort Systems USA
July 25, 2025
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NVDA
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Capital & Industrial Goods
Market News
From
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12 Industrials Stocks Moving In Friday's Intraday Session
July 25, 2025
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Tags
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Comfort Systems Usa EPS Jumps 75 Percent
July 25, 2025
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FIX
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12 Industrials Stocks Moving In Thursday's After-Market Session
July 24, 2025
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Earnings Scheduled For July 24, 2025
July 24, 2025
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Preview: Comfort Systems USA's Earnings
July 23, 2025
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BZI/EP
From
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Price Over Earnings Overview: Comfort Systems USA
July 15, 2025
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NEWS
Tags
Markets
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Here's How Much $1000 Invested In Comfort Systems USA 20 Years Ago Would Be Worth Today
July 11, 2025
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BZI/POD
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July 11, 2025
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Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
June 28, 2025
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AA
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FIX
From
Benzinga
How Do Investors Really Feel About Comfort Systems USA?
June 27, 2025
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FIX
Benzinga
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June 23, 2025
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Meet the Monster Stock That Continues to Crush the Market
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Here's How Much You Would Have Made Owning Comfort Systems USA Stock In The Last 5 Years
June 11, 2025
Tickers
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NEWS
Tags
Trading Ideas
Benzinga
FIX
From
Benzinga
Peering Into Comfort Systems USA's Recent Short Interest
June 10, 2025
Tickers
FIX
Tags
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Benzinga
From
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