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TSL's Turnkey Operation Platform
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home
about us
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Team Biographies
Firm ADV PDFs
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Firm Brochure-Part 2A of Form ADV
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
RSVP-Signup Form
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MRVI Investor Alert: A Securities Fraud Class Action Lawsuit Has Been Filed Against Maravai LifeSciences Holdings, Inc. (MRVI)
April 09, 2025
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SWKS SHAREHOLDER ALERT: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Securities Fraud Class Action Lawsuit Filed Against Skyworks Solutions, Inc. (SWKS)
April 09, 2025
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KLC Investigation: Kessler Topaz Meltzer & Check, LLP Encourages KinderCare Learning Companies, Inc. (NYSE: KLC) Investors with Significant Losses to Contact the Firm
April 09, 2025
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QUBT CLASS ACTION ALERT: Kessler Topaz Meltzer & Check, LLP Reminds Quantum Computing Inc. Shareholders of Securities Fraud Class Action Lawsuit
April 09, 2025
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CLASS ACTION NOTICE FOR VG: Kessler Topaz Meltzer & Check, LLP Reminds Venture Global, Inc. Shareholders of Securities Fraud Class Action Lawsuit and Encourages Investors with Losses to Contact th
April 09, 2025
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Kessler Topaz Meltzer & Check, LLP Reminds GERN Investors of May 12, 2025 Deadline in Securities Fraud Class Action and Urges Investors With Losses to Contact the Firm
April 08, 2025
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Kessler Topaz Meltzer & Check, LLP Encourages The Bancorp, Inc. Investors With Losses to Contact the Firm
April 08, 2025
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NASDAQ: SRPT Investigation Alert: Kessler Topaz Meltzer & Check, LLP Encourages Sarepta Therapeutics, Inc. (NASDAQ: SRPT) Investors with Significant Losses to Contact the Firm
April 08, 2025
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Semtech Corporation Deadline Approaching: Kessler Topaz Meltzer & Check, LLP Reminds Semtech Corporation Investors of Deadline in Securities Fraud Class Action Lawsuit
April 08, 2025
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ATKR Investor Alert: A Securities Fraud Class Action Lawsuit Has Been Filed Against Atkore Inc. (ATKR)
April 08, 2025
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APP REMINDER: Kessler Topaz Meltzer & Check, LLP Urges APP Investors with Losses to Contact the Firm
April 08, 2025
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TMDX Deadline in 7 Days: Kessler Topaz Meltzer & Check, LLP Reminds TransMedics Group, Inc. (TMDX) Investors of Filing Deadline in Class Action Lawsuit
April 08, 2025
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NYSE: KLC Investigation Alert: Kessler Topaz Meltzer & Check, LLP Encourages KinderCare Learning Companies, Inc. (NYSE: KLC) Investors with Significant Losses to Contact the Firm
April 07, 2025
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MRVI SHAREHOLDER ALERT: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Securities Fraud Class Action Lawsuit Filed Against Maravai LifeSciences Holdings, Inc. (MRVI)
April 07, 2025
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ELF Announcement: Kessler Topaz Meltzer & Check, LLP Encourages e.l.f. Beauty, Inc. (ELF) Investors to Contact the Firm About Securities Fraud Class Action Lawsuit
April 07, 2025
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Class Action Announcement for SoundHound AI, Inc. Investors: A Securities Fraud Class Action Lawsuit Was Filed Against SoundHound AI, Inc.
April 07, 2025
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Kessler Topaz Meltzer & Check, LLP Reminds TTD Shareholders of Deadline in Securities Fraud Class Action Lawsuit Filed Against The Trade Desk, Inc. (TTD)
April 07, 2025
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SWKS SHAREHOLDER ALERT: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Securities Fraud Class Action Lawsuit Filed Against Skyworks Solutions, Inc. (SWKS)
April 07, 2025
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QUBT Investor Alert: A Securities Fraud Class Action Lawsuit Has Been Filed Against Quantum Computing Inc. (QUBT)
April 07, 2025
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Final NMRA Deadline Reminder: April 7, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
April 07, 2025
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Semtech Corporation Deadline Approaching: Kessler Topaz Meltzer & Check, LLP Reminds Semtech Corporation Investors of Deadline in Securities Fraud Class Action Lawsuit
April 06, 2025
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APP Investor Alert: Kessler Topaz Meltzer & Check, LLP Urges APP Investors With Losses to Contact the Firm
April 06, 2025
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Atkore Inc. Investors: April 23, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
April 06, 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
April 06, 2025
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Kessler Topaz Meltzer & Check, LLP Reminds The Bancorp, Inc. Investors of Important Deadline in Securities Fraud Class Action Lawsuit
April 06, 2025
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TBBK
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Kessler Topaz Meltzer & Check, LLP Encourages Geron Corporation Investors With Losses to Contact the Firm
April 06, 2025
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GERN
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TTD CLASS ACTION ALERT: Kessler Topaz Meltzer & Check, LLP Reminds The Trade Desk, Inc. Shareholders of Securities Fraud Class Action Lawsuit
April 05, 2025
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TTD
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SOUN Investor Alert: Contact Kessler Topaz Meltzer & Check, LLP About the Securities Fraud Class Action Lawsuit Filed Against SoundHound AI, Inc. (SOUN)
April 05, 2025
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SOUN
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e.l.f. Beauty, Inc. (ELF) Investors: May 5, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
April 05, 2025
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ELF
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Kessler Topaz Meltzer & Check, LLP Announces Securities Fraud Class Action Lawsuit Filed Against Maravai LifeSciences Holdings, Inc.
April 05, 2025
Tickers
MRVI
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