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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
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6 Real Estate Trends to Watch Out for Next Month
December 07, 2021
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Market News
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Despite low mortgage rates, America’s housing market keeps many first-time buyers on the sidelines
December 02, 2021
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Fannie Mae And Freddie Mac Raise Limits For Government-Backed Mortgages
November 30, 2021
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Why Shares of Fannie Mae and Freddie Mac Are Rising Today
November 30, 2021
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Fannie Mae, Freddie Mac will soon back mortgages on homes worth nearly $1 million
November 30, 2021
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November 24, 2021
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November 23, 2021
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3 Reasons Walker & Dunlop's Growth Is for Real
November 22, 2021
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1 Real Estate Stock That Can Keep Crushing It in 2022
November 18, 2021
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CBRE
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FNMA
JLL
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Top Real Estate News for Wednesday, Nov. 17, 2021: New Highs in Industrial Real Estate
November 17, 2021
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These OTCQX & OTCQB Securities Had the Most Trading Activity in October
November 09, 2021
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One-Third Of Pending Home Sales Go Under Contract Within A Week: Report
October 15, 2021
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Jumbo home-loan originations near pre-2008 crisis levels
October 11, 2021
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Mortgage rates drop below 3%, but the reprieve may not last long
October 07, 2021
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Not all homeowners fetch the same return on their investment — and there’s one big reason why
October 05, 2021
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Wall Street Crime And Punishment: Angelo Mozilo, The Tanned Face Of The Housing Market's Collapse
October 01, 2021
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Three dividend stocks rated ‘A’ for safety
September 24, 2021
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EXCLUSIVE: Wells Fargo Home Lending's Kristy Fercho On The Challenges Facing The Housing Market
September 18, 2021
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Verizon raises another $1 billion to push more carbon off the grid, and will provide paperwork to prove it
September 08, 2021
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I’m an ‘elder millennial’ with $2 million in investments but a low monthly income. Should I spend my savings to buy a home in San Francisco?
August 20, 2021
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As mortgage rates hold near historical lows, will enough Americans take advantage of the savings?
August 19, 2021
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United Wholesale Mortgage Plans To Begin Cryptocurrency Transactions In Q3
August 17, 2021
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Mortgage forbearance is about to end for millions of Americans. Here’s why that’s good news for home buyers
August 10, 2021
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These OTC Securities Had the Most Trading Activity in July
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Rocket Companies Expand Focus To Solar Installations
August 02, 2021
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July 28, 2021
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July 26, 2021
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July 20, 2021
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Regulator ditches controversial mortgage refinance fee ahead of schedule
July 16, 2021
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JPMorgan Chase Just Invested in This Mortgage Company
July 13, 2021
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