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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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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Which Brokers And Exchanges Are Going All-In On Crypto, And Which One is Staying On The Sidelines?
April 13, 2022
Tickers
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COIN
HOOD
IBKR
Tags
NDAQ
ICE
News
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Robinhood Extends Hours In A Step Toward 24/7 Trading: Here's How 9 Other Brokerages Compare
March 29, 2022
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Charles Schwab
From
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Executives Sell Over $18M Of 3 Stocks
March 29, 2022
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Imperial Petroleum Probably Won’t Generate Tremendous Profits for Its Shareholders
March 28, 2022
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NASDAQ:IMPP,NASDAQ:GASS,NASDAQ:IBKR
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Here's How Interactive Brokers' IMPACT App Lets You Reduce Carbon Footprints
March 23, 2022
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Will Peterffy
impact
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IBKR
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These 2 Stocks Are Rooting for a Fed Rate Hike
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Buy Robinhood Stock Below $11, But Only If You’re Prepared to Lose It All
March 16, 2022
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March 15, 2022
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Benzinga
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March 10, 2022
Tickers
AMZN
GOOG
GOOGL
IBKR
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Recent Press Releases
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BZ Bites: Interactive Brokers Launches Mobile App That Allows Trading Across 80 Global Bourses
March 08, 2022
Tickers
IBKR
Tags
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Personal Finance
Benzinga
From
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1 Growth Stock to Buy When the Market Is Volatile
February 24, 2022
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IBKR
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IBKR
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Motley Fool
Tesla And 4 Other Stocks Sold By Insiders
February 23, 2022
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Executives Sell Over $50M Of 4 Stocks
February 16, 2022
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HLLY
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PRU
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Benzinga
From
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Here's Why Alphabet's Stock Split Doesn't Matter
February 03, 2022
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How Interactive Brokers Is Reinventing Itself in the Robinhood Era
February 02, 2022
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Has Robinhood’s stock bottomed? This analyst says ‘yes, indeed’
February 01, 2022
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5 Stocks Insiders Are Selling: Accenture, Centene And More
January 25, 2022
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Benzinga
Following Quarterly Results, Analyst Explains How Rate Hikes Could Impact Interactive Brokers In 2022
January 19, 2022
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Benzinga's Top Ratings Upgrades, Downgrades For January 19, 2022
January 19, 2022
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Interactive Brokers (IBKR) Q4 2021 Earnings Call Transcript
January 18, 2022
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Interactive Brokers' Thomas Peterffy Weighs In On Q4 Results, Robinhood Competition
January 18, 2022
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IBKR
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Recap: Interactive Brokers Group Q4 Earnings
January 18, 2022
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IBKR
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Earnings Scheduled For January 18, 2022
January 18, 2022
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Earnings Outlook For Interactive Brokers Group
January 17, 2022
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Get ready for the climb. Here’s what history says about stock-market returns during Fed rate-hike cycles.
January 15, 2022
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Time for Another Edition of the Market Cap Game Show
December 28, 2021
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Interactive Brokers Pushes Regeneration, Sustainability With IMPACT Trading Platform
December 28, 2021
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