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home
about us
Investment Approach
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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)
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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California utility preparing for peak wildfire season with AI, automation, and drones
June 12, 2025
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California utility preparing for peak wildfire season with AI, automation, and drones
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June 11, 2025
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The future of utility drone technology charges on power lines and lives in the grid
June 02, 2025
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The future of utility drone technology charges on power lines and lives in the grid
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Can data center development decrease electricity rates? California utility forecasts gigawatts of growth and gradual customer savings
May 27, 2025
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Can data center development decrease electricity rates? California utility forecasts gigawatts of growth and gradual customer savings
May 27, 2025
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California’s new gold rush? 31 transmission projects worth $4.8B approved to meet electric load growth
May 27, 2025
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From
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California’s new gold rush? 31 transmission projects worth $4.8B approved to meet electric load growth
May 27, 2025
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From
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Ahead of hurricane season, a Texas utility is installing a first-of-its-kind network of weather stations to enhance storm response
April 29, 2025
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From
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Ahead of hurricane season, a Texas utility is installing a first-of-its-kind network of weather stations to enhance storm response
April 29, 2025
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From
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The grid is getting smarter, and utilities are following suit
April 28, 2025
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The grid is getting smarter. Here’s how utilities are following suit
April 28, 2025
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Case study: Modernizing the grid in New York to unlock renewable energy potential
April 14, 2025
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Empowering change: The role of digital transformation in modern energy systems
April 07, 2025
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Communication network testing and fiber optic sensing applications are supporting electric grid reliability, resilience, and security
April 04, 2025
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Communication network testing and fiber optic sensing applications are supporting electric grid reliability, resilience, and security
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Increasing Energy Resilience
April 04, 2025
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A bright outlook for distribution utilities: The power of connected solutions raises the bar in grid reliability, efficiency, and integration
April 04, 2025
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A bright outlook for distribution utilities: The power of connected solutions raises the bar in grid reliability, efficiency, and integration
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