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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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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
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Event Schedule
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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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How Immortalizing Street Art Through NFTs and 'Art-as-Activism' Can Save Under-Funded Communities
February 14, 2022
Tickers
ART
ESG
Tags
Latin America
Market News
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From
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Shiba Inu Wins Back-to-Back Listings In Brazil; One Of Nation's Top Crypto Exchanges To List The Meme Token Next Week
February 10, 2022
Tickers
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Tags
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From
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Dao Music Takes Charge as The New Latin K-Pop Artist with His New Single and Video ‘Solo Pienso En Ti’
February 09, 2022
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iCN Internal Distribution
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From
iCrowdNewswire
RANDY SUN Develops Breathable Waterproof Socks Suitable for Different Scenarios and Weather
February 09, 2022
Tags
Menafn
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English
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February 03, 2022
Tickers
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Tags
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From
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La Iglesia Shincheonji realiza una conferencia de prensa en EE. UU. para dar a conocer una nueva serie de seminarios
January 18, 2022
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Why Cuba's extraordinary Covid vaccine success could provide the best hope for the global south
January 13, 2022
Tags
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December 20, 2021
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Tags
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LA CAMARA DE COMERCIO DE LAS MINORIAS EN LOS ESTADOS UNIDOS (CCMUSA), ANUNCIA LA CONFIRMACION COMO CONFERENCISTA EN LA APERTURA DE LA CUMBRE MUNDIAL DEL CAFÉ, EL SECRETARIO DE AGRICULTURA DE PUERTO RI
November 25, 2021
Tags
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Menafn
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From
iCrowdNewswire
Wazoku continúa su expansión global tras reforzar su presencia en Latinoamérica.
November 18, 2021
Tags
Reportedtimes
Financial Content
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From
iCrowdNewswire
Testúa testón testLatinoaméricatest
November 17, 2021
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This 30-year-old visited every country in the world. Here's how he paid for it
November 05, 2021
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iDenfy become partners with Trial, the Blockchain integrated software
October 18, 2021
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Here's a ranking of the world's 50 best restaurants for 2021
October 06, 2021
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October 03, 2021
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IPS
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iCrowdNewswire
These people moved to their dream destinations during the pandemic — here's what life is like 1 year later
September 29, 2021
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Hatch Medical and Syncro Medical Innovations Partner to Commercialize Advanced Gabriel® Feeding Tube
September 22, 2021
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From
iCrowdNewswire
Jonard Tools® Celebrates 63 Years of Manufacturing Excellence!
September 22, 2021
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Menafn
From
iCrowdNewswire
Sokn Engineering Welcomes Zara Rutherford Despite Challenging Obstacles
September 20, 2021
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Treasury sanctions Colombian drug trafficking queen 'La Patrona'
September 16, 2021
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Latin America
From
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SoftBank commits $3B more to investing in Latin American tech companies
September 14, 2021
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From
TechCrunch
The CGF Joins Colombia's Grand Alliance for Nutrition to Support Healthier Lives for the Most Vulnerable
September 08, 2021
Tickers
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Addi raises $75M to advance ‘buy now, pay later’ in LatAm, nearly triples valuation
September 08, 2021
Tags
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From
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September 05, 2021
Tags
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TechCrunch
SoftBank deepens commitment to LatAm with two new partners focused on early-stage investing
September 02, 2021
Tags
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Jonard Tools CableSaber (AST-200) Receives CI&M Innovators Award!
September 01, 2021
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Olsam raises $165M to buy up and scale consumer and B2B Amazon Marketplace sellers
August 31, 2021
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From
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