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What We Buy Currently
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Advantages of Our Bid Wanted System
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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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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Is XP Inc On The Brink Of Implosion? Inside The Bear Cave's Troubling Allegations
August 03, 2023
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July 27, 2023
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July 11, 2023
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Golden Cross Appears Before Itau Unibanco Holding Investors
May 31, 2023
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Woodstock For Capitalists
May 08, 2023
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April 21, 2023
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Looking Into Itau Unibanco Holding's Recent Short Interest
March 09, 2023
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Itau Unibanco Holding's Ex-Dividend Date Is Wednesday, Here's What You Need To Know
February 24, 2023
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Earnings Preview: Itau Unibanco Holding
February 06, 2023
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ITUB
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If You Invested $1000 In This Stock 20 Years Ago, You Would Have $5,000 Today
January 10, 2023
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ITUB
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How Is The Market Feeling About Itau Unibanco Holding?
January 09, 2023
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ITUB
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Death Cross Looms Over Itau Unibanco Holding Investors
January 03, 2023
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ITUB
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Here's How Much $100 Invested In Itau Unibanco Holding 20 Years Ago Would Be Worth Today
December 23, 2022
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ITUB
Tags
Benzinga
Dividends
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Analyzing Itau Unibanco Holding's Short Interest
December 22, 2022
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ITUB
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ITUB
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Here's How Much You Would Have Made Owning Itau Unibanco Holding Stock In The Last 20 Years
December 07, 2022
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ITUB
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ITUB
News
From
Benzinga
Analyzing Itau Unibanco Holding's Short Interest
December 06, 2022
Tickers
ITUB
Tags
ITUB
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BZI/SHORTHIST
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Here's How Much $1000 Invested In Itau Unibanco Holding 20 Years Ago Would Be Worth Today
November 21, 2022
Tickers
ITUB
Tags
News
ITUB
Market News
From
Benzinga
$100 Invested In This Stock 20 Years Ago Would Be Worth $700 Today
November 07, 2022
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ITUB
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News
Market News
ITUB
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Looking Into Itau Unibanco Holding's Recent Short Interest
October 31, 2022
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ITUB
Tags
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Benzinga
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Here's How Much $100 Invested In Itau Unibanco Holding 20 Years Ago Would Be Worth Today
October 31, 2022
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7 Bargain Stocks to Buy for Under $10
October 19, 2022
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Why Shares of Banco Santander Brasil, Banco Bradesco, and Itau Unibanco Holding Are Rising Today
October 03, 2022
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Benzinga's Top Ratings Upgrades, Downgrades For September 29, 2022
September 29, 2022
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The 7 Best Financial Stocks to Buy Now
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7 A-Rated Stocks to Buy for Less Than $10
September 23, 2022
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Short Volatility Alert: Itaú Unibanco Holding S.A.
August 23, 2022
Tickers
ITUB
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Benzinga
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ITUB
From
Benzinga
Itaú Unibanco Holding (ITUB) Q2 2022 Earnings Call Transcript
August 09, 2022
Tickers
ITUB
Tags
Recent Press Releases
Market News
ITUB
From
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