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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
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Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
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EVENTS
FIP
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
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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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Five things you need to know today, and should Cincinnati go after the NBA or NHL?
December 20, 2023
Tags
P/G/ Sittenfeld
Todd Castellini
Roundup
From
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Fifth Third’s Garrett got early start on her career journey at a young
October 09, 2023
Tags
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First Citizens cuts SVB workers; Fifth Third CEO's strategies: The National Observer March 25, 2023
May 25, 2023
Tags
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Twitter
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Fifth Third Bank regional president joins local Endeavor board
April 17, 2023
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From
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From the Fifth Third 2021 ESG Report: Affordable Housing
December 13, 2022
Tickers
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From
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Fifth Third Finance Academy Scholarship Returns for Sixth Consecutive Year
December 13, 2022
Tickers
FITB
Tags
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From
3BL Media: Corporate Social Responsibility, Energy and Health News
Fifth Third Offers Tips on How To Keep Your Money, Credit and Identity Safe During the Holiday Shopping Season
December 09, 2022
Tickers
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Tags
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From
3BL Media: Corporate Social Responsibility, Energy and Health News
From the Fifth Third 2021 ESG Report: Developing Employees
December 05, 2022
Tickers
FITB
Tags
NASDAQ:FITB
Fifth Third Bank
Education
From
3BL Media: Corporate Social Responsibility, Energy and Health News
From the Fifth Third 2021 ESG Report: Attracting Employees
November 18, 2022
Tickers
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Tags
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Fifth Third Bank
HBCU Leadership Conference
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Fifth Third Hosts Employee E-Waste Take Back Events
October 27, 2022
Tickers
FITB
Tags
sustainability
Environment
NASDAQ:FITB
From
3BL Media: Corporate Social Responsibility, Energy and Health News
ICYMI: Fifth Third Bank Created Immersive Experience at BLINK; Made Festival Lighting Installations Carbon Neutral
October 19, 2022
Tickers
FITB
Tags
Fifth Third Bank
Energy
NASDAQ:FITB
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Fifth Third Foundation Donates $500,000 for Hurricane Relief in Florida; Bank Deploys eBus to Support Local Communities
October 05, 2022
Tickers
FITB
Tags
Philanthropy & Cause Initiatives
hurricane relief
Financial Empowerment Mobile
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Fifth Third Bank Makes BLINK Festival Carbon Neutral in Cincinnati
September 30, 2022
Tickers
FITB
Tags
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NASDAQ:FITB
Energy
From
3BL Media: Corporate Social Responsibility, Energy and Health News
From the 2021 Fifth Third ESG Report: Inclusion Councils and Business Resource Groups
September 27, 2022
Tickers
FITB
Tags
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Diversity & Inclusion
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From
3BL Media: Corporate Social Responsibility, Energy and Health News
Tampa Bay Buccaneers, Fifth Third reveal new field-level VIP lounge
September 23, 2022
Tags
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Sports Business
Cary Putrino
From
Business Journals
Fifth Third Installs 20 Electric Vehicle Charging Stations at Madisonville Operations Center in Cincinnati
September 23, 2022
Tickers
FITB
Tags
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NASDAQ:FITB
National Drive Electric Week
From
3BL Media: Corporate Social Responsibility, Energy and Health News
From the Fifth Third Bancorp 2021 ESG Report: Inclusion & Diversity
September 21, 2022
Tickers
FITB
Tags
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Research, Reports & Publications
Fifth Third Bank
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Fifth Third Bank Bringing Immersive Experience to Blink
September 16, 2022
Tickers
FITB
Tags
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Philanthropy & Cause Initiatives
NASDAQ:FITB
From
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From the Fifth Third Bancorp 2021 ESG Report: Operational Sustainability
September 02, 2022
Tickers
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NASDAQ:FITB
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Sustainable Development Goals
From
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Fifth Third Bank Hosts Sixth Supplier Diversity Summit To Educate and Connect Diverse Suppliers
August 10, 2022
Tickers
FITB
Tags
Responsible Business & Employee Engagement
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From
3BL Media: Corporate Social Responsibility, Energy and Health News
From the 2021 Fifth Third Bancorp ESG Report: Accelerating Racial Equality, Equity and Inclusion
August 08, 2022
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Tags
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racial equity
NASDAQ:FITB
From
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From the Fifth Third 2021 ESG Report: Awards & Accolades
July 29, 2022
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ESG
FITB
Tags
Research, Reports & Publications
Fifth Third Bank
esg
From
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From the Fifth Third Bancorp 2021 ESG Report: Board of Directors Message
July 07, 2022
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NASDAQ:FITB
From
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The National Observer July 5, 2022
July 05, 2022
Tags
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The Boeing Co/
Travel & Tourism
From
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From the Fifth Third Bancorp 2021 ESG Report: A Leadership Message
July 05, 2022
Tickers
ESG
FITB
Tags
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esg
Research, Reports & Publications
From
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In Honor of National Homeownership Month, Fifth Third Bank Outlines Steps to Buying a Home
June 24, 2022
Tickers
FITB
Tags
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Fifth Third Bank
From
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Fifth Third Bank Commemorates Juneteenth 2022
June 17, 2022
Tickers
FITB
Tags
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From
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Paloozanoire Announces Second Annual Juneteenth Block Party in Cincinnati on June 17 in Partnership with Fifth Third Bank and The Cincinnati Reds
June 16, 2022
Tickers
FITB
Tags
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Diversity & Inclusion
NASDAQ:FITB
From
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Rent vs Buy: Fifth Third Bank Supports American Dream Of Homeownership, Offers Tips for Renting Versus Buying
June 16, 2022
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FITB
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Sustainable Finance & Socially Responsible Investment
Fifth Third Bank
From
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Fifth Third To Present at Bank Director Conference
June 15, 2022
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ESG
FITB
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Events, Media & Communications
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Bank Audit & Risk Committees Conference
From
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