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home
about us
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Team Biographies
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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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FTAI Announcement: Kessler Topaz Meltzer & Check, LLP Encourages FTAI Aviation Ltd. (FTAI) Investors to Contact the Firm About Securities Fraud Class Action Lawsuit
February 18, 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
February 18, 2025
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Final APLT Deadline Reminder: February 18, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
February 18, 2025
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MU SHAREHOLDER ALERT: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Securities Fraud Class Action Lawsuit Filed Against Micron Technology, Inc. (MU)
February 17, 2025
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ICLR Investor Alert: Kessler Topaz Meltzer & Check, LLP Urges ICLR Investors With Losses to Contact the Firm
February 17, 2025
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Nextracker Inc. (NXT) Shareholder Reminder: Kessler Topaz Meltzer & Check, LLP Reminds NXT Investors of Securities Fraud Class Action Lawsuit
February 17, 2025
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APLT Deadline in 1 Day: Kessler Topaz Meltzer & Check, LLP Reminds Applied Therapeutics, Inc. (APLT) Investors of Filing Deadline in Class Action Lawsuit
February 17, 2025
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Class Action Announcement for ModivCare Inc. Investors: A Securities Fraud Class Action Lawsuit Was Filed Against ModivCare Inc.
February 17, 2025
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Class Action Announcement for Integral Ad Science Holding Corp. Investors: A Securities Fraud Class Action Lawsuit Was Filed Against Integral Ad Science Holding Corp.
February 17, 2025
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NMRA Investor Alert: Kessler Topaz Meltzer & Check, LLP Urges NMRA Investors With Losses to Contact the Firm
February 17, 2025
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Kessler Topaz Meltzer & Check, LLP Reminds CROX Shareholders of Deadline in Securities Fraud Class Action Lawsuit Filed Against Crocs, Inc.
February 17, 2025
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Kessler Topaz Meltzer & Check, LLP Reminds GO Investors of March 31, 2025 Deadline in Securities Fraud Class Action and Urges Investors With Losses to Contact the Firm
February 17, 2025
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Kessler Topaz Meltzer & Check, LLP Announces Securities Fraud Class Action Lawsuit Filed Against BioAge Labs, Inc.
February 16, 2025
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FTAI Announcement: Kessler Topaz Meltzer & Check, LLP Encourages FTAI Aviation Ltd. (FTAI) Investors to Contact the Firm About Securities Fraud Class Action Lawsuit
February 16, 2025
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CROX DEADLINE: Kessler Topaz Meltzer & Check, LLP Reminds Crocs, Inc. Investors of Deadline and Encourages Investors With Losses to Contact the Firm
February 16, 2025
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APLT Deadline in 3 Days: Kessler Topaz Meltzer & Check, LLP Reminds Applied Therapeutics, Inc. (APLT) Investors of Filing Deadline in Class Action Lawsuit
February 15, 2025
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IAS Investor Alert: Contact Kessler Topaz Meltzer & Check, LLP About the Securities Fraud Class Action Lawsuit Filed Against Integral Ad Science Holding Corp. (IAS)
February 15, 2025
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NMRA Investor Alert: Contact Kessler Topaz Meltzer & Check, LLP About the Securities Fraud Class Action Lawsuit Filed Against Neumora Therapeutics, Inc. (NMRA)
February 15, 2025
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NXT DEADLINE: Kessler Topaz Meltzer & Check, LLP Reminds Nextracker Inc. (NXT) Investors of Deadline and Encourages Investors With Losses to Contact the Firm
February 15, 2025
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GO Class Action Lawsuit Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Grocery Outlet Holding Corp. (GO) Investors That a Securities Fraud Class Action Lawsuit Has Been Filed
February 15, 2025
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ICLR Investor Alert: Contact Kessler Topaz Meltzer & Check, LLP About the Securities Fraud Class Action Lawsuit Filed Against ICON Public Limited Company (ICLR)
February 15, 2025
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CROX CLASS ACTION ALERT: Kessler Topaz Meltzer & Check, LLP Reminds Crocs, Inc. Shareholders of Securities Fraud Class Action Lawsuit
February 15, 2025
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MODV Investor Alert: Contact Kessler Topaz Meltzer & Check, LLP About the Securities Fraud Class Action Lawsuit Filed Against ModivCare Inc. (MODV)
February 15, 2025
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Kessler Topaz Meltzer & Check, LLP Announces Securities Fraud Class Action Lawsuit Filed Against Micron Technology, Inc.
February 15, 2025
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BIOA CLASS ACTION FILED: Kessler Topaz Meltzer & Check, LLP Reminds Investors - A Securities Fraud Class Action Lawsuit Has Been Filed Against BioAge Labs, Inc. (BIOA)
February 14, 2025
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NASDAQ: AZPN Investigation: Kessler Topaz Meltzer & Check, LLP Encourages Aspen Technology, Inc. (NASDAQ: AZPN) Investors to Contact the Firm
February 14, 2025
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NASDAQ: SMTC Investigation Reminder: Kessler Topaz Meltzer & Check, LLP Encourages Semtech Corporation (NASDAQ: SMTC) Investors with Significant Losses to Contact the Firm
February 14, 2025
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FTAI Announcement: Contact Kessler Topaz Meltzer & Check, LLP About the Securities Fraud Class Action Lawsuit Filed Against FTAI Aviation Ltd. (FTAI)
February 14, 2025
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CROX Investor Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Securities Fraud Class Action Lawsuit Filed Against Crocs, Inc. (CROX)
February 14, 2025
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Final MGPI Deadline Reminder: February 14, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
February 14, 2025
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