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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
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
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Skyworks Solutions, Inc. (SWKS) Investors: May 5, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
March 16, 2025
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Maravai LifeSciences Holdings, Inc. (MRVI) Investors: May 5, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
March 16, 2025
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NMRA Deadline Approaching on April 7, 2025: Kessler Topaz Meltzer & Check, LLP Reminds Neumora Therapeutics, Inc. (NMRA) Investors of Class Action Lawsuit Deadline
March 16, 2025
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FTAI Deadline in 2 Days: Kessler Topaz Meltzer & Check, LLP Reminds FTAI Aviation Ltd. (FTAI) Investors of Filing Deadline in Class Action Lawsuit
March 16, 2025
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ATKR Announcement: Contact Kessler Topaz Meltzer & Check, LLP About the Securities Fraud Class Action Lawsuit Filed Against Atkore Inc. (ATKR)
March 15, 2025
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SMTC Announcement: Contact Kessler Topaz Meltzer & Check, LLP About the Securities Fraud Class Action Lawsuit Filed Against Semtech Corporation (SMTC)
March 15, 2025
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IAS SHAREHOLDER ALERT: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Securities Fraud Class Action Lawsuit Filed Against Integral Ad Science Holding Corp. (IAS)
March 15, 2025
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Important March 24, 2025 Deadline Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Crocs, Inc. Investors of Securities Fraud Class Action Lawsuit
March 15, 2025
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Newmont Corporation (NEM) Investors: April 1, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
March 15, 2025
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Grocery Outlet Holding Corp. Deadline Approaching: Kessler Topaz Meltzer & Check, LLP Reminds Grocery Outlet Holding Corp. Investors of Deadline in Securities Fraud Class Action Lawsuit
March 15, 2025
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TMDX Class Action Alert: Kessler Topaz Meltzer & Check, LLP Reminds TransMedics Group, Inc. (TMDX) Shareholders of Securities Fraud Class Action Lawsuit Deadline
March 15, 2025
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MPWR Class Action Alert: Kessler Topaz Meltzer & Check, LLP Reminds Monolithic Power Systems, Inc. (MPWR) Shareholders of Securities Fraud Class Action Lawsuit Deadline
March 15, 2025
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VG Investor Alert: A Securities Fraud Class Action Lawsuit Has Been Filed Against Venture Global, Inc. (VG)
March 15, 2025
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Maravai LifeSciences Holdings, Inc. (MRVI) Investors: May 5, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
March 14, 2025
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Skyworks Solutions, Inc. (SWKS) Investors: May 5, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
March 14, 2025
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Quantum Computing Inc. (QUBT) Investors: April 28, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
March 14, 2025
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TTD Shareholder Reminder: Kessler Topaz Meltzer & Check, LLP Reminds The Trade Desk, Inc. (TTD) Shareholders of Deadline in Securities Fraud Class Action Lawsuit
March 14, 2025
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EIX Shareholder Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Edison International (EIX) Shareholders of Deadline in Securities Fraud Class Action Lawsuit
March 14, 2025
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Neumora Therapeutics, Inc. (NMRA) Investors: April 7, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
March 14, 2025
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FTAI Deadline in 4 Days: Kessler Topaz Meltzer & Check, LLP Reminds FTAI Aviation Ltd. (FTAI) Investors of Filing Deadline in Class Action Lawsuit
March 14, 2025
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Kessler Topaz Meltzer & Check, LLP Notifies Newmont Corporation Investors of Upcoming Deadline in Securities Fraud Class Action Lawsuit
March 13, 2025
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Kessler Topaz Meltzer & Check, LLP Reminds ATKR Investors of April 23, 2025 Deadline in Securities Fraud Class Action and Urges Investors with Losses to Contact the Firm
March 13, 2025
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Kessler Topaz Meltzer & Check, LLP Reminds SMTC Investors of April 22, 2025 Deadline in Securities Fraud Class Action and Urges Investors with Losses to Contact the Firm
March 13, 2025
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VG Class Action Alert: Kessler Topaz Meltzer & Check, LLP Reminds Venture Global, Inc. (VG) Shareholders of Securities Fraud Class Action Lawsuit Deadline
March 13, 2025
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TransMedics Group, Inc. (TMDX) Investors: April 15, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
March 13, 2025
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Monolithic Power Systems, Inc. (MPWR) Investors: April 7, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
March 13, 2025
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Kessler Topaz Meltzer & Check, LLP Announces Securities Fraud Class Action Lawsuit Filed Against Integral Ad Science Holding Corp.
March 13, 2025
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IAS
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Kessler Topaz Meltzer & Check, LLP Reminds GO Shareholders of Deadline in Securities Fraud Class Action Lawsuit Filed Against Grocery Outlet Holding Corp. (GO)
March 13, 2025
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CLASS ACTION NOTICE FOR CROX: Kessler Topaz Meltzer & Check, LLP Reminds Crocs, Inc. Shareholders of Securities Fraud Class Action Lawsuit and Encourages Investors with Losses to Contact the Firm
March 13, 2025
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CROX
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MRVI REMINDER: Kessler Topaz Meltzer & Check, LLP Urges MRVI Investors With Losses to Contact the Firm
March 12, 2025
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