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home
about us
Investment Approach
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Value Proposition
Team Biographies
Firm ADV PDFs
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
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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
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One Of The World's Top Dark Web Markets Taken Down By German Authorities: $25.2M Of Bitcoin Seized
April 06, 2022
Tickers
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Tags
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Benzinga
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April 01, 2022
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Jim Cramer Blasts Germany For Not Doing Enough To Help Ukraine
April 01, 2022
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It's A Win-win: Why Both The United States And Germany Would Benefit From US Cannabis Exports
March 28, 2022
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March 24, 2022
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March 21, 2022
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March 16, 2022
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Germany’s Bonds Rally Following Russia’s Invasion of Ukraine
February 25, 2022
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Swiss Telecoms Company Quickline Adds DOCSIS Bundle to its CPE Monitoring Solution Axiros AXTRACT 3.1
February 04, 2022
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Baby Doge Coin Partners With German Football Club TSG 1899 Hoffenheim For NFTs, Brand Opportunities
February 03, 2022
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How Germany Can Enter The Adult-Use Cannabis Market Successfully
January 21, 2022
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Why Elon Musk Thinks German Environment Activists' Focus On Stopping Tesla 'Doesn't Make Sense'
January 14, 2022
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EVS
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Tesla Secures Green Light To Build More Test Cars At Giga Berlin
January 12, 2022
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EVS
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Axiros Proudly Announces the Availability of a New Release AXESS 4.0
January 11, 2022
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Axiros Announces New Release of AXACT 2021.5
January 05, 2022
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Producer Swears In The Effectiveness Of Lungwort Formula - 5 Reasons Why You Should Take Herboxa Lungwort
January 05, 2022
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German Government Sells $113M In Crypto Seized From Drug Traffickers
December 23, 2021
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Tesla Giga Berlin Expected To Secure Final Greenlight To Begin Prodution In Early 2022: Report
December 23, 2021
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OncoBeta receives ethics approval for EPIC-Skin study to evaluate Rhenium-SCT in Australia
December 21, 2021
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Axiros Selected by TouchTec Technology UK to Manage Their CPE Estate
December 16, 2021
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Axiros Selected by UK FTTP Provider Upp to Manage Customer Premises Equipment Devices Using AXESS and AXTRACT Software
December 10, 2021
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MainConcept and Adobe Expand Collaboration to Include ARM-Processor and Cloud Use Cases
December 09, 2021
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Bedsure’s Velvet Duvet Cover Set Adds “Wow” to Bedrooms
December 03, 2021
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Axiros Solution Enables Ogi to Manage Multiple Clients Devices and CPE in the Telco/ISP Market
November 30, 2021
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Germany Will Legalize Marijuana, Forming The Largest EU Market: $3.5B In Annual Tax Revenue
November 24, 2021
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Regulations
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