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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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
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Rocket, Oscar, Hims & Hers: Short Sellers Are Playing With Fire
August 25, 2025
Tickers
HIMS
OSCR
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Short Ideas
HIMS
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From
Benzinga
Discounted Ozempic Could Deflate ETF Optimism Around Hims & Hers
August 25, 2025
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From
Benzinga
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August 21, 2025
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August 21, 2025
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From
Motley Fool
What's Going On With Hims & Hers Shares Today?
August 19, 2025
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Tags
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Movers
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Benzinga
Autonomous Vehicles Hit an Inflection Point; GPT-5 Is Here
August 18, 2025
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August 18, 2025
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From
Benzinga
Ozempic And Wegovy Now Available Through GoodRx At Reduced Self-Pay Price, Stock Skyrockets
August 18, 2025
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HIMS
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CoreWeave, Applied Materials And Hims & Hers Are Among Top 10 Large Cap Losers Last Week (August 11-August 15): Are The Others In Your Portfolio?
August 17, 2025
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Tags
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Benzinga
why it's moving
From
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Hims & Hers Stock Slips As FTC Probe Into Subscription Practices Resurfaces
August 15, 2025
Tickers
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NEWS
Tags
Legal
News
Top Stories
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10 Health Care Stocks Whale Activity In Today's Session
August 14, 2025
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From
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August 13, 2025
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Hims & Hers Remains Outside Novo Nordisk's Growing Legal Storm For Now
August 12, 2025
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LLY
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Tags
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Benzinga
Large Cap
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Benzinga
Where Will Hims & Hers Be in 5 Years?
August 11, 2025
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Tags
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Hims & Hers Shares Plunge. Is This a Buying Opportunity or Should Investors Run for the Hills?
August 10, 2025
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Why Hims & Hers Stock Sank This Week
August 09, 2025
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August 08, 2025
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Should You Buy Hims & Hers Stock on the Dip?
August 08, 2025
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Hims & Hers: A Game-Changer in Telehealth or Just Another Fad?
August 07, 2025
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These Are the Smartest Growth Stocks to Invest $1,000 in Today
August 06, 2025
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Stock Market Today: Hims & Hers Tumbles 12% on Revenue Miss Despite 73% Growth
August 05, 2025
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Stocks Drop As Trump Tariffs Fuel Inflation, Palantir Hits $400 Billion Value: What's Moving Market Tuesday?
August 05, 2025
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From
Benzinga
Hims & Hers Stock Is Trading Lower Tuesday: What's Going On?
August 05, 2025
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Tags
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why it's moving
Benzinga
From
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Hims & Hers Health Posts Weak Q2; Heading Into More Near-Term Challenges, Analysts Say
August 05, 2025
Tickers
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Reiteration
BofA Securities
From
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Why Hims & Hers Health Stock Just Dropped
August 05, 2025
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August 05, 2025
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HIMS
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3 Stocks to Hold for 20 Years
August 05, 2025
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AMZN
COIN
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Deep Dive Into Hims & Hers Health Stock: Analyst Perspectives (3 Ratings)
August 05, 2025
Tickers
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Tags
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BZI/AAR
Analyst Ratings
From
Benzinga
12 Health Care Stocks Moving In Tuesday's Pre-Market Session
August 05, 2025
Tickers
ADAP
AGL
AXGN
CSTL
Tags
STAA
CSTL
STTK
From
Benzinga
Hims & Hers Health Stock Plunges Over 13% In Tuesday Pre-Market: What's Going On?
August 05, 2025
Tickers
HIMS
LLY
NEWS
NVO
Tags
HIMS
LLY
Benzinga
From
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