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Firm ADV PDFs
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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
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SWKS REMINDER: Kessler Topaz Meltzer & Check, LLP Urges SWKS Investors With Losses to Contact the Firm
March 12, 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 12, 2025
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Class Action Reminder for TTD Investors: Kessler Topaz Meltzer & Check, LLP Reminds The Trade Desk, Inc. (TTD) Investors of Securities Fraud Class Action Lawsuit
March 12, 2025
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Class Action Reminder for EIX Investors: Kessler Topaz Meltzer & Check, LLP Reminds Edison International (EIX) Investors of Securities Fraud Class Action Lawsuit
March 12, 2025
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NMRA CLASS ACTION FILED: Kessler Topaz Meltzer & Check, LLP Reminds Investors - a Securities Fraud Class Action Lawsuit Has Been Filed Against Neumora Therapeutics, Inc. (NMRA)
March 12, 2025
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FTAI Deadline in 6 Days: Kessler Topaz Meltzer & Check, LLP Reminds FTAI Aviation Ltd. (FTAI) Investors of Filing Deadline in Class Action Lawsuit
March 12, 2025
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Kessler Topaz Meltzer & Check, LLP Reminds Crocs, Inc. Shareholders of Deadline in Securities Fraud Class Action Lawsuit and Encourages Investors with Losses to Contact the Firm
March 11, 2025
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Kessler Topaz Meltzer & Check, LLP Encourages Semtech Corporation Investors with Losses to Contact the Firm
March 11, 2025
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Kessler Topaz Meltzer & Check, LLP Encourages Atkore Inc. Investors with Losses to Contact the Firm
March 11, 2025
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MPWR Announcement: Kessler Topaz Meltzer & Check, LLP Encourages Monolithic Power Systems, Inc. (MPWR) Investors to Contact the Firm About Securities Fraud Class Action Lawsuit
March 11, 2025
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Class Action Announcement for Skyworks Solutions, Inc. Investors: A Securities Fraud Class Action Lawsuit Was Filed Against Skyworks Solutions, Inc.
March 10, 2025
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Class Action Announcement for Quantum Computing Inc. Investors: A Securities Fraud Class Action Lawsuit Was Filed Against Quantum Computing Inc. - Contact Kessler Topaz Meltzer & Check, LLP
March 10, 2025
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NEM Deadline Alert: Kessler Topaz Meltzer & Check, LLP Reminds Investors of April 1, 2025 Deadline in Securities Fraud Class Action Lawsuit Against Newmont Corporation (NEM)
March 10, 2025
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Class Action Announcement for Crocs, Inc. Investors: Kessler Topaz Meltzer & Check, LLP Has Filed a Securities Fraud Class Action Lawsuit Against Crocs, Inc.
March 10, 2025
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Class Action Announcement for Maravai LifeSciences Holdings, Inc. Investors: A Securities Fraud Class Action Lawsuit Was Filed Against Maravai LifeSciences Holdings, Inc.
March 10, 2025
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IAS ANNOUNCEMENT: Kessler Topaz Meltzer & Check, LLP Notifies Investors of a Class Action Lawsuit Against Integral Ad Science Holding Corp. (IAS)
March 10, 2025
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Venture Global, Inc. (VG) Investors: April 18, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
March 10, 2025
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TMDX Deadline Alert: Kessler Topaz Meltzer & Check, LLP Reminds Investors of April 15, 2025 Deadline in Securities Fraud Class Action Lawsuit Against TransMedics Group, Inc. (TMDX)
March 10, 2025
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GO Investor Alert: A Securities Fraud Class Action Lawsuit Has Been Filed Against Grocery Outlet Holding Corp. (GO)
March 10, 2025
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TTD Class Action Lawsuit Reminder: Kessler Topaz Meltzer & Check, LLP Reminds The Trade Desk, Inc. (TTD) Investors that a Securities Fraud Class Action Lawsuit Has Been Filed
March 10, 2025
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Final BIOA Deadline Reminder: March 10, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
March 10, 2025
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Final MU Deadline Reminder: March 10, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
March 10, 2025
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MPWR Deadline Alert: Kessler Topaz Meltzer & Check, LLP Reminds Investors of April 7, 2025 Deadline in Securities Fraud Class Action Lawsuit Against Monolithic Power Systems, Inc. (MPWR)
March 09, 2025
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Class Action Announcement for Crocs, Inc. (CROX): Kessler Topaz Meltzer & Check, LLP Announces the Firm Has Filed a Securities Class Action Lawsuit Against Crocs, Inc.
March 09, 2025
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Kessler Topaz Meltzer & Check, LLP Reminds Semtech Corporation Investors of Important Deadline in Securities Fraud Class Action Lawsuit
March 09, 2025
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MU Deadline in 1 Day: Kessler Topaz Meltzer & Check, LLP Reminds Micron Technology, Inc. (MU) Investors of Filing Deadline in Class Action Lawsuit
March 09, 2025
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Kessler Topaz Meltzer & Check, LLP Reminds Edison International Investors of Important Deadline in Securities Fraud Class Action Lawsuit
March 09, 2025
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Kessler Topaz Meltzer & Check, LLP Reminds Atkore Inc. Investors of Important Deadline in Securities Fraud Class Action Lawsuit
March 09, 2025
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NMRA ANNOUNCEMENT: Kessler Topaz Meltzer & Check, LLP Notifies Investors of a Class Action Lawsuit Against Neumora Therapeutics, Inc. (NMRA)
March 09, 2025
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FTAI Investor Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Securities Fraud Class Action Lawsuit Filed Against FTAI Aviation Ltd. (FTAI)
March 09, 2025
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