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home
about us
Investment Approach
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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
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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
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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
Tax-Free Income Seminar
Bond Fund Seminar
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MARKET RESEARCH
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Here are the top concerns of ultra-rich investors in Asia-Pacific
September 11, 2022
Tickers
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Tags
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Bolt Scraps $1.5B Deal To Acquire Crypto Company Wyre
September 11, 2022
Tags
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September 08, 2022
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Federal funds for water projects a fraction of what Arizona says it needs
September 07, 2022
Tags
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Agriculture
Infrastructure
From
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Water is now seen as a precious, vital and scarce resource in the global energy sector
September 07, 2022
Tags
Snam SpA
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Business
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September 07, 2022
Tags
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News
From
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17 states weigh adopting California’s electric vehicle mandate
September 07, 2022
Tags
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News
Infrastructure
From
Green Power RSS Feed
Making EVs without China’s supply chain is hard, but not impossible – 3 supply chain experts outline a strategy
September 02, 2022
Tags
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News
Infrastructure
From
Green Power RSS Feed
Making EVs without China’s supply chain is hard, but not impossible – 3 supply chain experts outline a strategy
September 02, 2022
Tags
Infrastructure
News
Storage
From
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Swindell Bridge to reopen after two-month closure
September 01, 2022
Tags
Infrastructure
Construction
Transportation
From
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Black & Veatch To Lead Multi-Year Resilient Infrastructure Program in Miami-Area Village of Key Biscayne
September 01, 2022
Tags
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sustainability
tropical storms
From
3BL Media: Corporate Social Responsibility, Energy and Health News
India’s 5G battle to be a ‘two-horse race,’ says ex-CEO of telco Bharti Airtel
September 01, 2022
Tags
Consumer Technology
Alphabet Class A
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From
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FEMA disaster recovery center to open in Ferguson
August 30, 2022
Tags
Government & Regulations
Infrastructure
From
Business Journals
White House taps local firm to help underserved communities get piece of $1.2T infrastructure package
August 30, 2022
Tickers
INNO
Tags
Felix Gilbert
Government & Regulations
Delali Dzirasa
From
Business Journals
FEMA disaster recovery center to open Friday in University City
August 26, 2022
Tags
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Government & Regulations
Infrastructure
From
Business Journals
China is pumping billions into infrastructure — but commodity markets were not impressed
August 26, 2022
Tags
Asia Economy
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China Markets
From
CNBC.com News
MoDOT displays new plan for St. Charles County I-70, I-64 interchange
August 23, 2022
Tags
Logistics & Transportation
Government & Regulations
Construction
From
Business Journals
Huntersville startup Atom Power raises $111.2M in funding as South Korea-based SK becomes top investor
August 18, 2022
Tickers
INNO
Tags
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Business Journals
FEMA begins damage assessments in St. Clair County
August 17, 2022
Tags
Government & Regulations
Infrastructure
From
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Expanded, realigned FM 973 could boost road network near Tesla factory
August 17, 2022
Tags
Transportation
Government & Regulations
Infrastructure
From
Business Journals
Howard County, Johns Hopkins Applied Physics Lab partner to create smart city concept in Columbia
August 17, 2022
Tickers
INNO
Tags
Technology
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Business Journals
Arizona to lose 21% of its Colorado River water in 2023
August 16, 2022
Tags
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Infrastructure
Environment
From
Business Journals
Tempe streetcar opens as Valley Metro expands light rail west and south
August 12, 2022
Tags
Logistics & Transportation
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Multiple agencies, residents battle smoke a day after Madison recycling plant fire
August 12, 2022
Tags
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Feds will deliver $75M for KC-area road, other improvement projects
August 12, 2022
Tags
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Business Journals
Siemens partners up on wireless EV charging
August 12, 2022
Tags
News
Infrastructure
Storage
From
Geothermal Energy RSS Feed
Siemens partners up on wireless EV charging
August 12, 2022
Tags
Infrastructure
News
Storage
From
Green Power RSS Feed
5-alarm fire erupts at recycling factory near Granite City
August 10, 2022
Tags
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Manufacturing
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Business Journals
FEMA crews will survey St. Louis area flooding starting Wednesday
August 10, 2022
Tags
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The Climate Crisis Is a Health Emergency
August 10, 2022
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Tags
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