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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
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MVS Program
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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
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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
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SOUN SHAREHOLDER ALERT: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Securities Fraud Class Action Lawsuit Filed Against SoundHound AI, Inc. (SOUN)
May 07, 2025
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SRPT Investigation Reminder: Kessler Topaz Meltzer & Check, LLP Encourages Sarepta Therapeutics, Inc. (NASDAQ: SRPT) Investors with Significant Losses to Contact the Firm
May 07, 2025
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NASDAQ: LNW Investigation Alert: Kessler Topaz Meltzer & Check, LLP Encourages Light & Wonder, Inc. (NASDAQ: LNW) Investors With Significant Losses to Contact the Firm
May 07, 2025
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Kessler Topaz Meltzer & Check, LLP Reminds TBBK Shareholders of Deadline in Securities Fraud Class Action Lawsuit Filed Against The Bancorp, Inc. (TBBK)
May 06, 2025
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GERN Class Action Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Geron Corporation Investors of Securities Fraud Class Action Lawsuit Deadline
May 06, 2025
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Kessler Topaz Meltzer & Check, LLP Announces Securities Fraud Class Action Lawsuit Filed Against SoundHound AI, Inc.
May 05, 2025
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Important May 12, 2025 Deadline Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Geron Corporation Investors of Securities Fraud Class Action Lawsuit
May 04, 2025
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APP Deadline in 1 Day: Kessler Topaz Meltzer & Check, LLP Reminds AppLovin Corporation (APP) Investors of Filing Deadline in Class Action Lawsuit
May 04, 2025
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TBBK CLASS ACTION ALERT: Kessler Topaz Meltzer & Check, LLP Reminds The Bancorp, Inc. Shareholders of Securities Fraud Class Action Lawsuit
May 04, 2025
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Lead Plaintiff Deadline Approaching in SOUN: Kessler Topaz Meltzer & Check, LLP Reminds Investors A Securities Fraud Class Action Has Been Filed Against SoundHound AI, Inc. (SOUN)
May 03, 2025
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APP Deadline in 3 Days: Kessler Topaz Meltzer & Check, LLP Reminds AppLovin Corporation (APP) Investors of Filing Deadline in Class Action Lawsuit
May 02, 2025
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TBBK Investor Alert: A Securities Fraud Class Action Lawsuit Has Been Filed Against The Bancorp, Inc. (TBBK)
May 02, 2025
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GERN CLASS ACTION ALERT: Kessler Topaz Meltzer & Check, LLP Reminds Geron Corporation Shareholders of Securities Fraud Class Action Lawsuit
May 02, 2025
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ELF Deadline in 3 Days: Kessler Topaz Meltzer & Check, LLP Reminds e.l.f. Beauty, Inc. (ELF) Investors of Filing Deadline in Class Action Lawsuit
May 02, 2025
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SOUN Investor Alert: A Securities Fraud Class Action Lawsuit Has Been Filed Against SoundHound AI, Inc. (SOUN)
May 01, 2025
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MRVI Deadline in 4 Days: Kessler Topaz Meltzer & Check, LLP Reminds Maravai LifeSciences Holdings, Inc. (MRVI) Investors of Filing Deadline in Class Action Lawsuit
May 01, 2025
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SWKS Deadline in 4 Days: Kessler Topaz Meltzer & Check, LLP Reminds Skyworks Solutions, Inc. (SWKS) Investors of Filing Deadline in Class Action Lawsuit
May 01, 2025
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APP DEADLINE ALERT: Kessler Topaz Meltzer & Check, LLP Announces Deadline in AppLovin Corporation Securities Fraud Class Action Lawsuit
April 30, 2025
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TBBK SHAREHOLDER ALERT: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Securities Fraud Class Action Lawsuit Filed Against The Bancorp, Inc. (TBBK)
April 30, 2025
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GERN Investor Alert: A Securities Fraud Class Action Lawsuit Has Been Filed Against Geron Corporation (GERN)
April 30, 2025
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e.l.f. Beauty, Inc. Investors: May 5, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
April 29, 2025
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SOUN ANNOUNCEMENT: Kessler Topaz Meltzer & Check, LLP Notifies Investors of a Class Action Lawsuit Against SoundHound AI, Inc. (SOUN)
April 29, 2025
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SWKS DEADLINE ALERT: Kessler Topaz Meltzer & Check, LLP Announces Deadline in Skyworks Solutions, Inc. Securities Fraud Class Action Lawsuit
April 29, 2025
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GERN SHAREHOLDER ALERT: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Securities Fraud Class Action Lawsuit Filed Against Geron Corporation (GERN)
April 28, 2025
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APP Investor Alert: A Securities Fraud Class Action Lawsuit Has Been Filed Against AppLovin Corporation (APP)
April 28, 2025
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APP
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XNAS:APP
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Kessler Topaz Meltzer & Check, LLP Announces Securities Fraud Class Action Lawsuit Filed Against The Bancorp, Inc.
April 28, 2025
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TBBK
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XNAS:TBBK
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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
April 27, 2025
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MRVI
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QUBT Deadline in 1 Day: Kessler Topaz Meltzer & Check, LLP Reminds Quantum Computing Inc. (QUBT) Investors of Filing Deadline in Class Action Lawsuit
April 27, 2025
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SoundHound AI, Inc. (SOUN) Investors: May 27, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
April 27, 2025
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SOUN
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Kessler Topaz Meltzer & Check, LLP Reminds Investors of Deadline for Securities Fraud Class Action Lawsuit Filed Against AppLovin Corporation
April 26, 2025
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