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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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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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New Fifth Third Mortgage Program Offers $1,000 Toward Closing Costs for VA, FHA, 203K, USDA Mortgages
June 15, 2022
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June 14, 2022
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Fifth Third Employees Claim Tree Saplings, Plant Trees in Honor of Arbor Day
June 07, 2022
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From
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Fifth Third and Its Employees Rally To Support Ukraine
June 01, 2022
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From
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ICYMI Fifth Third's New Operational Sustainability Goals
May 27, 2022
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From
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ICYMI: Fifth Third To Raise Minimum Hourly Wage to $20 on July 4
May 26, 2022
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Fifth Third Bank Surprises 77 Families of Babies Born on May 3 With Gifts, Including $1,053 for College Savings
May 25, 2022
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From
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Fifth Third Fights Hunger
May 24, 2022
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Fifth Third Bank Expands Early Pay to Gig Workers and Beyond
May 19, 2022
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Sustainable Finance & Socially Responsible Investment
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The Case for ESG and Responsible, Sustainable Investing: New Fifth Third Bank White Paper Resource for Institutional and Retail Investors
May 06, 2022
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From
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Fintech nearly doubled loan volume after acquisition by Fifth Third
May 03, 2022
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Mergers and Acquisitions
Francie Henry
Fifth Third Bank
From
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Fintech nearly doubled loan volume after acquisition by Fifth Third
May 03, 2022
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Francie Henry
Inno
From
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Fifth Third Finance Academy Makes Impact
April 14, 2022
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Fifth Third Finance Academy Educates Over 600K Students
April 08, 2022
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Fifth Third Bank Will Eliminate Non-Sufficient Fund Fees for Consumer Accounts, Continues Fee Reductions
April 07, 2022
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Fifth Third Affirms Commitment to Financial Education During Financial Capabilities Month
April 04, 2022
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From the Fifth Third 2021 TCFD Report: Letter from the Chairman & CEO
March 23, 2022
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ICYMI: Fifth Third Publishes Second TCFD Report
March 15, 2022
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Fifth Third Foundation Announces Lead Investment in 6888 Kitchen Incubator
March 07, 2022
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Fifth Third Elevates Kala Gibson
March 03, 2022
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Fifth Third Bank, Greater Indiana Gateway Region Announces Multi-Year Sponsorship With the Center for the Performing Arts
February 18, 2022
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Fifth Third Bank's Switch to Greener Paper Reduces Environmental Impacts
February 16, 2022
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From
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Kala Gibson Named to Executive Leadership Council's Class of 2022
February 15, 2022
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Fifth Third Bank Celebrates Black History Month
February 10, 2022
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Fifth Third Bank Earns Top Marks in Human Rights Campaign's 2022 Corporate Equality Index
January 28, 2022
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Fifth Third Bank Included in 2022 Bloomberg Gender-Equality Index
January 27, 2022
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Fifth Third Bank Offers Tools and Tips To Save, Reach Financial Goals
January 25, 2022
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Fifth Third Bank Demonstrates Inclusion Through Art
January 21, 2022
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Fifth Third Announces Acquisition of Dividend Finance
January 19, 2022
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From the Fifth Third Bancorp 2020 ESG Report: Climate Strategy
January 18, 2022
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Research, Reports & Publications
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