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home
about us
Investment Approach
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Market Analysis Summary
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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
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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
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Latest News about Huddle House restaurants
Recent news which mentions Huddle House restaurants
Ascent Hospitality Management, Franchisor for Perkins and Huddle House Restaurants, Closes Fiscal Year 2025 with Record-Breaking Achievements
June 03, 2025
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Peter Ortiz Joins IFA’s Hispanic Latino Franchise Leadership Council Executive Team
February 19, 2025
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Press Release – RestaurantNews.com
Ascent Hospitality Management Closes 2024 with Record-Breaking Growth
December 17, 2024
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Huddle House Brings Back Huddleween with Spooktacular Free Kids Meals
October 21, 2024
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Ascent Hospitality Management
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From
Press Release – RestaurantNews.com
Huddle House Franchise Expands in Macon, Georgia with New Location
October 16, 2024
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From
Press Release – RestaurantNews.com
Huddle House Signs Multi-Unit Agreement in Louisiana
September 24, 2024
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From
Press Release – RestaurantNews.com
Join Huddle House’s Grand Opening Celebration in San Benito, Texas!
September 23, 2024
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From
Press Release – RestaurantNews.com
Huddle House Scores MVP Status with New Waffle Tacos
September 03, 2024
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Press Release – RestaurantNews.com
Huddle House Hosts Live Oak, FL Grand Opening, Aug. 31
August 28, 2024
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Huddle House Franchise Signs New Agreement in Hartselle, Alabama
August 12, 2024
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From
Press Release – RestaurantNews.com
Record-Breaking Huddle House Celebrates Grand Opening in Greenbrier, July 15
July 10, 2024
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From
Press Release – RestaurantNews.com
Ascent Hospitality Management Closes Fiscal Year 2024 With Record-Breaking 46 New Franchise Agreements
June 10, 2024
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From
Press Release – RestaurantNews.com
Feast on Huddle House’s New Big Beast Breakfast Burritos
June 03, 2024
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From
Press Release – RestaurantNews.com
Huddle House’s Largest Franchisee to Open Location in Starke, Florida
May 20, 2024
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From
Press Release – RestaurantNews.com
Huddle House Expands Catering Program to More Communities
May 08, 2024
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From
Press Release – RestaurantNews.com
Huddle House Brings Community Together for Teacher Appreciation Week
May 02, 2024
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From
Press Release – RestaurantNews.com
Toppers Introduces Innovative, Craveworthy Pizza to Watertown
April 25, 2024
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From
Press Release – RestaurantNews.com
Huddle House Celebrates Diamond Anniversary with 60-cent Waffles
April 15, 2024
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From
Press Release – RestaurantNews.com
Huddle House Sweetens Breakfast with French Toast Toppers
March 25, 2024
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From
Press Release – RestaurantNews.com
Hop Over to Huddle House This Easter, Kids Eat Free
March 21, 2024
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From
Press Release – RestaurantNews.com
Huddle House Stays True to Value with $2.99 Cheeseburgers
February 21, 2024
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From
Press Release – RestaurantNews.com
Ascent Hospitality Management Delivers Strong Early Progress on Ambitious Five-Step Growth Plan
February 06, 2024
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From
Press Release – RestaurantNews.com
Dive Into Breakfast Bliss with Huddle House’s New Hashbrown Casserole Lineup
January 22, 2024
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From
Press Release – RestaurantNews.com
Huddle House Promotes Value Combos Starting at $5.99 in the New Year!
January 04, 2024
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From
Press Release – RestaurantNews.com
Ascent Hospitality Management Announces Mindy Armstrong as Vice President of Menu Innovation
December 18, 2023
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From
Press Release – RestaurantNews.com
Huddle House Serves Up Christmas Cheer During Busiest Day of the Year
December 05, 2023
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From
Press Release – RestaurantNews.com
Huddle House Names Blain Shortreed Brand President
December 04, 2023
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From
Press Release – RestaurantNews.com
Huddle House Serves Up Free MVP Breakfast In Observance Of Veterans Day
November 06, 2023
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From
Press Release – RestaurantNews.com
Huddle House Serves Up Premium Prime Rib Tips All Day, Every Day During Holiday Season
October 31, 2023
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From
Press Release – RestaurantNews.com
Huddleween Is Here, Huddle House Offers Tasty Treats This Halloween Season With Free Kids Meals October 28 – 31
October 23, 2023
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From
Press Release – RestaurantNews.com
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