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home
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Investment Approach
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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
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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
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EVENTS
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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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City of Charleston, Hilton Grand Vacations and Arbor Day Foundation Team up to Plant Trees in Hampton Park in Observance of Arbor Day
December 02, 2022
Tickers
HGV
Tags
Events, Media & Communications
Social Impact & Volunteering
Sustainable Development Goals
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Hershey Reduces Environmental Impact Across Its Value Chain
December 01, 2022
Tickers
HSY
Tags
Copperhead Solar & Storage Project
NYSE:HSY
Green Infrastructure
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Black & Veatch Selected To Manage Los Angeles' Next-Generation Bus Stop Program
November 30, 2022
Tags
Energy
Next/Generation Bus Stop Program
Tranzito
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Offshore Carbon Capture Study in Texas Is a 'Potential Game-changer for the Planet''
November 29, 2022
Tickers
ENB
Tags
Enbridge
Carbon Capture
UTRGV
From
3BL Media: Corporate Social Responsibility, Energy and Health News
New Jersey Wind Port Sailing Along
November 29, 2022
Tickers
PEG
Tags
Green Infrastructure
Public Service Enterprise Group (PSEG)
New Jersey Wind Port
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Urban Mobility: Helping Cities Create the Bus Systems of the Future
November 22, 2022
Tickers
FDX
Tags
FedEx
Green Infrastructure
Philanthropy & Cause Initiatives
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Mass Timber Project for Atlanta's Ponce City Market Moving Forward
November 22, 2022
Tags
Responsible Production & Consumption
Ponce City Market
mass timber
From
3BL Media: Corporate Social Responsibility, Energy and Health News
American Airlines' Fleet Renewal
November 21, 2022
Tickers
AAL
Tags
Research, Reports & Publications
Green Infrastructure
decarbonizing aviation
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Building a Home in the Heart of Outdoor Learning
November 21, 2022
Tickers
ENB
Tags
Waubun/Ogema/White Earth (WOWE)
NYSE:ENB
Philanthropy & Cause Initiatives
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Community Investing Is Economic Sustainability
November 17, 2022
Tickers
ESG
Tags
sustainability
Charity
Green Infrastructure
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Southwire 2021 Sustainability Report: Energy & GHG Emissions
November 17, 2022
Tags
Green Infrastructure
Sustainability Report
Southwire
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Environmental NGO, Delterra, Urges World Leaders To Focus on Reducing Methane Emissions From Waste
November 17, 2022
Tags
Environment
Supply Chain & the Circular Economy
Green Infrastructure
From
3BL Media: Corporate Social Responsibility, Energy and Health News
HISD Mandarin Immersion Magnet School Celebrates Sustainability Upgrades, Funded by Green Mountain Energy Sun Club Grant
November 15, 2022
Tags
Education
Green Mountain Energy
Philanthropy & Cause Initiatives
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Collaborating on Climate-Related Technology and Policy Solutions
November 15, 2022
Tickers
AAL
Tags
Breakthrough Energy Catalyst
Green Infrastructure
Environment
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Bechtel-Led Coalition To Study Zero Routine Flaring at Egyptian LNG Terminal
November 14, 2022
Tickers
BKR
Tags
Egyptian LNG
Energy
NASDAQ:BKR
From
3BL Media: Corporate Social Responsibility, Energy and Health News
High-Voltage Transmission Grid Critical to Meeting Electric Vehicle Charging Demands, First-in-the-Nation Study Finds
November 14, 2022
Tickers
NGG
Tags
Green Infrastructure
NYSE:NGG
Electric Highways Study
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Entergy Arkansas Announces 250-MW Solar Facility Near Osceola
November 11, 2022
Tickers
ETR
Tags
Entergy Arkansas Driver Solar Project
Energy
entergy
From
3BL Media: Corporate Social Responsibility, Energy and Health News
CSRHub ESG Data Integrates With HubSpot
November 10, 2022
Tags
Awards, Ratings & Rankings
Corporate Sustainability Metrics
Research, Reports & Publications
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Lenovo CO2 Offset Services Surpasses 1 Million Metric Tonnes of Carbon Offsets Milestone, As More Businesses Champion Sustainability Practices
November 10, 2022
Tags
KordaMentha
Responsible Production & Consumption
University of Birmingham
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Top 10 Electric Vehicle Consumer Questions - Explained!
November 10, 2022
Tickers
ETN
Tags
10 in 10 podcast
Green Infrastructure
NYSE:ETN
From
3BL Media: Corporate Social Responsibility, Energy and Health News
American Airlines Aims to Achieve Net Zero Greenhouse Gas Emissions by 2050
November 09, 2022
Tickers
AAL
Tags
Environment
Green Infrastructure
NASDAQ:AAL
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Entergy Louisiana Providing Power to Crowley Vessels at the Port of Lake Charles
November 08, 2022
Tickers
ETR
Tags
NYSE:ETR
Green Infrastructure
entergy
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Enbridge CEO Says Federal Incentives for Clean Tech Will Spur Investment in Canada
November 08, 2022
Tickers
ENB
Tags
NYSE:ENB
Energy
Canada
From
3BL Media: Corporate Social Responsibility, Energy and Health News
How Can the Mobility Industry Incorporate More Circular Solutions?
November 08, 2022
Tickers
DOW
Tags
NYSE:DOW
Dow
automotive industry
From
3BL Media: Corporate Social Responsibility, Energy and Health News
U. S. Army Corps of Engineers Awards Black & Veatch and GEI Consultants Joint Venture a Contract for Dam Safety Engineering and Design Services
November 07, 2022
Tags
U/ S/ Army Corps of Engineers
National Dam Safety Engineering and Design Services
Innovation & Technology
From
3BL Media: Corporate Social Responsibility, Energy and Health News
American Airlines' Climate Strategy
November 04, 2022
Tickers
AAL
Tags
Green Infrastructure
NASDAQ:AAL
Sustainable Development Goals
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Pershing Avenue Park Celebrates New Upgrades at Neighborhood Farm Harvest Festival
November 03, 2022
Tags
Energy
Education
Philanthropy & Cause Initiatives
From
3BL Media: Corporate Social Responsibility, Energy and Health News
City Parks Foundation, Green Mountain Energy Sun Club Unveil Solar Panels, Electric Cars To Power Parks Programs
November 02, 2022
Tags
Education
Green Infrastructure
green mountain energy sun club
From
3BL Media: Corporate Social Responsibility, Energy and Health News
USGBC and IWBI Strengthen Their Strategic Partnership to Accelerate Healthy Sustainable Buildings
November 02, 2022
Tags
U/S/ Green Building Council (USGBC)
Green Infrastructure
IWBI
From
3BL Media: Corporate Social Responsibility, Energy and Health News
A 'Blue-CHP' Initiative To Help Accelerate Energy Transition
November 01, 2022
Tickers
ENB
Tags
Green Infrastructure
Hydrogen CHP
Energy
From
3BL Media: Corporate Social Responsibility, Energy and Health News
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