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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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
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FedEx Risks Mount As Tariff Pressure Remains: Analyst Warns Of Increased Reporting Complexity
May 13, 2025
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AMZN
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Benzinga
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OpsVeda Announces Launch of TariffSight, the World's First Comprehensive Platform to Address Tariff-Driven Challenges
April 24, 2025
Tags
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Food Logistics Names Puga Sankara Founder CEO of Smart Gladiator LoadProof as Recipient of 2025 Rock Stars of the Supply Chain Award
April 08, 2025
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UPS Offers 'Peace Of Mind With No Surprises' With Transparent Tariff Cost Tool
March 31, 2025
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January 28, 2025
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Transform Warehouse Operations: Redefining Logistics with Customized Solutions
January 09, 2025
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UPS Q3 Earnings Preview: Delivery Giant Aims To End Revenue Misses As Stock Remains 'Stuck In A Two-Year Downtrend'
October 23, 2024
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FedEx Q1 Earnings Preview: Analysts 'Cautious' On Short Term, See 'Potential Value Unlock' From FedEx Freight Review
September 18, 2024
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Diversified Industrial Acquisition Agreement, Plus Major Contract Award for Large Fleet Trucking Provider: MingZhu Logistics: Stock Symbol: YGMZ
September 12, 2024
Tags
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MGN Logistics, Inc. and Arvo A.I. Ltd Forge Game-Changing Partnership to Supercharge Freight Management!
September 06, 2024
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From
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RateLinx and Visual South Build Strategic Alliance to Expand Infor VISUAL's Supply Chain Optimization
July 30, 2024
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MingZhu Logistics Soars 40% In Pre-Market After Securing Sinotrans Contract
July 11, 2024
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Michigan-Based Logistics REIT Lineage Files For IPO, Seeks $30B Valuation
June 27, 2024
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FedEx Q4 Earnings Preview: Share Buyback, Job Cuts, Eight Straight Revenue Misses Among Items To Watch
June 24, 2024
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Target Arm Secures United States Air Force Contract to Propel Autonomous Systems Advancement
May 13, 2024
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Parcelhero's move into the £14bn B2B logistics market creates exciting new opportunity for investors
February 29, 2024
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Amerigo Auto Transport Accelerates the Future of Car Transport with Tech Integration
January 02, 2024
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FedEx Q2 Earnings Preview: Analyst Estimates, Concerns On Macro, Stock Outperforming UPS And More
December 18, 2023
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December 15, 2023
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October 02, 2023
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Leaders share experiences with industrial engineering institute on its 75th anniversary
September 12, 2023
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UPS Strike Could Have Ripple Effect On Inflation, Supply Chains: 3 Potential Risks To Watch
July 21, 2023
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AMS Fulfillment Announces Board Appointment
July 11, 2023
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From Amazon To Cannabis: How These Two Companies Are Redefining Supply Chains For Efficiency & Compliance
June 28, 2023
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FedEx Q4 Earnings Preview: What Analysts Expect And How The Company Serves As A Bellwether For Economy
June 20, 2023
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Engineers honored at international conference in New Orleans
May 23, 2023
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Norcross
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Amazon Overhauls Delivery Network, Focuses On Faster Delivery And Profits
May 14, 2023
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Corsia website re-design – Better Structure to Better Understand Car Transport
April 20, 2023
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HOME
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Qualis welcomes Amanda D. Brown as Vice President of Logistics
April 05, 2023
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Government
Logistics
Defense
From
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