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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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Jacobs Engineering Group's Earnings Outlook
November 18, 2022
Tickers
J
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J
Benzinga
From
Benzinga
‘Reshoring’ is poised to boost U.S. companies bringing business back home. Shares of these 17 companies will benefit.
September 19, 2022
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Jacobs Secures Role In Final Design Phase Of Critical Water Supply Project
August 23, 2022
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Market News
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Jacobs Adopts New Holding Company Structure
August 19, 2022
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Benzinga
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Jacobs Engineering Stock Slips Post Q3 Results
August 01, 2022
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Jacobs Engineering Group: Q3 Earnings Insights
August 01, 2022
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Benzinga
BZI/Recaps
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Earnings Scheduled For August 1, 2022
August 01, 2022
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ADUS
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From
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Earnings Outlook For Jacobs Engineering Group
July 29, 2022
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J
Earnings
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Jacobs Bags NASA's Engineering, Technology, Science Contract
July 01, 2022
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Benzinga
Market News
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Jacobs JV Wins Contract To Plan Norway Nuclear Decommissioning Program
June 29, 2022
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News
Briefs
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Jacobs Pockets $302M Rail Contract In Singapore
June 08, 2022
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News
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Jacobs Engineering Group's Return On Capital Employed Overview
May 11, 2022
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Market News
Benzinga
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Expert Ratings for Jacobs Engineering Group
May 04, 2022
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Benzinga
Market News
From
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This Favorable Sign Appears On Jacobs Engineering Group's Chart
May 03, 2022
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Movers
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11 Industrials Stocks Moving In Friday's After-Market Session
April 22, 2022
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Jacobs Inks Deal To Provide Aerial Digital Imagery To Intelinair
March 31, 2022
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J
From
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Jacobs Engineering To Redevelop South Brooklyn Marine Terminal
March 30, 2022
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BP
EQNR
J
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EQNR
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News
From
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NightDragon Forms Strategic Alliance With Jacobs Engineering
March 22, 2022
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J
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Stifel Resumes Coverage On These US Government Service Providers
March 18, 2022
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Stifel relaunches defense stock coverage as Ukraine war rages
March 18, 2022
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Jacobs To Provide Full-Service PFAS Solutions At Jack Garland Airport
March 15, 2022
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News
From
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Metropolitan Transportation Authority Picks Jacobs As Prime Designer For Penn Station Access
March 08, 2022
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Market News
Contracts
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Jacobs, Electreon Join Forces On Wireless EV Charging Projects
March 03, 2022
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News
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Dear PLTR Stock Fans, Pay Attention to This New Partnership
March 02, 2022
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NYSE:PLTR,NYSE:J
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Jacobs, Palantir Join Forces For Data Solutions, With Near-Term Focus On Water Sector
March 02, 2022
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36 Stocks To Watch After Biden's First State of The Union Address
March 02, 2022
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Why Palantir Stock Is Falling Today
March 02, 2022
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Recent Press Releases
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Credit Suisse, Citi Cut Jacobs Engineering's Price Target Post Q1 Results
February 09, 2022
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Benzinga
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Analyst Ratings For Jacobs Engineering Group
February 09, 2022
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Benzinga
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Looking Into Jacobs Engineering Group's Return On Capital Employed
February 09, 2022
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