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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
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Crisis Investing: From COVID, To Energy, To Supply Chain Breakdowns, The Market Has Been Buffeted By Crises Recently. How We've Navigated Them So Fa.
October 12, 2021
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What 8 Analyst Ratings Have To Say About Generac Hldgs
September 28, 2021
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Generac Unveils New Solar Microinverter Solutions
September 21, 2021
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Generac To Acquire Tank Utility For Undisclosed Sum
September 20, 2021
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3 Climate Change Stocks to Consider Buying Now
September 19, 2021
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1 Climate Change Stock to Consider Buying in This Age of Catastrophic Floods
September 13, 2021
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What Happens When A Biotech Stock Blows Up: How Our Hedged Portfolio Method Limited The Damage With Cassava Sciences
September 11, 2021
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The Generator Company to Watch
September 03, 2021
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Market Insight, Financial Articles
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From
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Generac Acquires Apricity Code, Off Grid Energy For Undisclosed Sum
September 01, 2021
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Where Generac Hldgs Stands With Analysts
August 31, 2021
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Generac Recharges For Another Run Higher: What's Next?
August 30, 2021
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Generac To Offer Smart Grid Ready Capabilities Through Enbala Concerto Platform
August 25, 2021
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Analyzing Generac Hldgs's Unusual Options Activity
August 11, 2021
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Benzinga's Top Ratings Upgrades, Downgrades For August 6, 2021
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American Water Earnings Benefit From Unseasonably Warm and Dry Weather
August 06, 2021
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Where Generac Hldgs Stands With Analysts
July 29, 2021
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July 29, 2021
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Generac Earnings Soar; This Climate Change Stock Is a Buy
July 29, 2021
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Generac Holdings inc (GNRC) Q2 2021 Earnings Call Transcript
July 28, 2021
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Why Generac Holdings Stock Dropped Today
July 28, 2021
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July 28, 2021
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Recap: Generac Q2 Earnings
July 28, 2021
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July 26, 2021
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10 Biggest Price Target Changes For Monday
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Update On A Bear-Proof Portfolio: The Portfolio We Presented Earlier This Week Is Off To A Fast Start
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Building A Bear-Proof Portfolio: Investing Safely Up As The Fear & Greed Index Approaches Early 2020 Levels.
July 20, 2021
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