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What We Buy Currently
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Turnkey Operation Platform
Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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EVENTS
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Investing During Uncertain Times
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Crude Oil Climbs To 5-Month High In Q1, Analysts Expect High Prices To Persist In Q2
April 03, 2024
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CVX
IEA
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Tags
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World's Top Energy Authority Admits EV Sales Dented Oil Demand Last Year, But Emissions Rose Anyway Due To 'Exceptional' Shortfall From Climate Crisis
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'Dire Consequences' For Billions: OPEC Blasts IEA's Fossil Fuel Demand Forecast, Warns Of 'Energy Chaos' On Unprecedented Scale — 3 Top Oil Stocks From Wall Street
September 18, 2023
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August 25, 2022
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Benzinga's Top Ratings Upgrades, Downgrades For July 27, 2022
July 27, 2022
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ALTR
Tags
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From
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MasTec Price Target Cut By Analysts Post IEA Deal Announcement
July 26, 2022
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MTZ
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Benzinga
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From
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IEA Gets Analysts Downgrade As Competing Bids Are Less Likely
July 26, 2022
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MTZ
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MasTec Acquires Infrastructure And Energy Alternatives For $1.1B
July 25, 2022
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Zymergen, World Wrestling Entertainment And Some Other Big Stocks Moving Higher On Monday
July 25, 2022
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Dow Rises Over 100 Points; Revelation Biosciences Shares Spike Higher
July 25, 2022
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Why Is Infrastructure and Energy Alternatives Higher By Around 29%? 37 Stocks Moving In Monday's Mid-Day Session
July 25, 2022
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Why MasTec Shares Are Falling Today
July 25, 2022
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WEBR Stock Plummets as Weber Parts Ways With CEO
July 25, 2022
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IEA Stock Gains 29% as MasTec Announces Acquisition Deal
July 25, 2022
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Why U.S. Stocks Are Trading Mostly Higher; Chicago Fed National Activity Index Remains Unchanged
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Tags
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June 27, 2022
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June 09, 2022
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Infrastructure and Energy Alternatives, Inc. (IEA) Q1 2022 Earnings Call Transcript
May 11, 2022
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May 06, 2022
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March 23, 2022
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Silicon Ranch Picks IEA To Construct 70 MW Regenerative Solar Project In Georgia
March 16, 2022
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Benzinga
From
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As Carbon Emissions Continue to Soar, KRBN Fuels Transition
March 11, 2022
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March 10, 2022
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Infrastructure and Energy Alternatives, Inc. (IEA) Q4 2021 Earnings Call Transcript
March 08, 2022
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Tags
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From
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