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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
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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
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Jacobs Secures Commercial Space Headquarters Campus Contract
January 18, 2022
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Jacobs Engineering Group Inc (J) Q4 2021 Earnings Call Transcript
November 23, 2021
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November 23, 2021
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Earnings Scheduled For November 23, 2021
November 23, 2021
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November 22, 2021
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CEO Of Jacobs Engineering Group Trades $31M In Company Stock
November 22, 2021
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Raymond James Sees 15% Upside In Jacobs Engineering
November 19, 2021
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Benzinga's Top Ratings Upgrades, Downgrades For November 19, 2021
November 19, 2021
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Jacobs Bags US Department Of State Overseas Buildings Operations Support Contract
November 16, 2021
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Jacobs Pockets Two Czech Republic Nuclear Contracts
November 11, 2021
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3 Stocks To Benefit From Infrastructure Package
November 09, 2021
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Jacobs Makes Minority Investment In Geospatial Analytics Company 'Hawkeye 360'
November 08, 2021
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This Cellular Concrete Leader Says It Could Benefit From the Anticipated $1 Trillion Infrastructure Bill
November 02, 2021
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Jacobs Acquires Blacklynx For Undisclosed Sum
November 01, 2021
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Jacobs Pockets US Department Of Energy Contract
October 28, 2021
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Jacobs Secures DoD Facilities Contract
October 13, 2021
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Benzinga
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Jacobs Bags Contract Extension To Support UK's Nuclear Power Plants
October 12, 2021
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Jacobs Bags General Services Administration ASTRO Contract Awards
September 28, 2021
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12 Industrials Stocks Moving In Wednesday's After-Market Session
September 22, 2021
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Jacobs Secures 13 Positions On Transport For London's Engineering Consultancy Framework
September 21, 2021
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7 Infrastructure Stocks to Buy as Biden Seeks a PR Reset
September 17, 2021
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Jacobs Bags National Geospatial-Intelligence Agency Contract Worth $302M
September 14, 2021
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Americans must learn the fatal mistake they made in Afghanistan at the beginning still lurks at the heart of U.S. foreign policy
August 27, 2021
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Price Over Earnings Overview: Jacobs Engineering Group
August 17, 2021
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Jacobs Bags $235M Contract From US Army Intelligence And Security Command
August 17, 2021
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Jacobs Bags Contract To Support South Africa Nuclear Power Plant Life Extension Program For Undisclosed Sum
August 12, 2021
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Jacobs Engineering To Design Key Safety Feature For ITER Fusion Project
August 10, 2021
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Barron's Latest Picks And Pans: LyondellBasell, Prologis, Royal Dutch Shell And More
August 07, 2021
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Jacobs Engineering Stock Falls As Q3 Revenue Misses Estimates
August 03, 2021
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Recap: Jacobs Engineering Q3 Earnings
August 03, 2021
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