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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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Market Analysis Summary
Mission Statement
Value Proposition
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Shares Of Bitcoin Miner MARA Holdings Are Falling Monday: What's Going On?
February 03, 2025
Tickers
BITCOMP
MARA
NEWS
USD-BITSTAMP
Tags
Movers
Cryptocurrency
Market News
From
Benzinga
3 Stocks That Have Turned $5,000 Into More Than $48,000 in 5 Years
February 01, 2025
Tickers
CELH
MARA
SMCI
Tags
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MARA
Recent Press Releases
From
Motley Fool
If You Invested $1000 In This Stock 5 Years Ago, You Would Have This Much Today
January 29, 2025
Tickers
MARA
NEWS
Tags
Trading Ideas
BZI/POD
News
From
Benzinga
Crypto-Linked Stocks Are Falling Today: What's Going On?
January 27, 2025
Tickers
AI
BTC
COIN
MARA
Tags
News
AI
BTC
From
Benzinga
Here's How Much $1000 Invested In MARA Holdings 5 Years Ago Would Be Worth Today
January 27, 2025
Tickers
MARA
NEWS
Tags
MARA
Market News
Benzinga
From
Benzinga
MARA Holdings Unusual Options Activity For January 27
January 27, 2025
Tickers
MARA
Tags
Market News
Benzinga
Options
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
January 24, 2025
Tickers
AAPL
BTDR
CLSK
CORZ
Tags
SOUN
MARA
BZI/AUOA
From
Benzinga
MicroStrategy Devotee Semler Scientific Doubles Down On Bitcoin Buys
January 24, 2025
Tickers
BITCOMP
MARA
MSTR
NEWS
Tags
SMLR
Benzinga
Market News
From
Benzinga
This Is What Whales Are Betting On MARA Holdings
January 24, 2025
Tickers
MARA
Tags
Options
Benzinga
Market News
From
Benzinga
Options Corner: Why Paying For Extra Coverage Makes Sense For MARA Holdings
January 23, 2025
Tickers
MARA
RIOT
Tags
Expert Ideas
RIOT
Stories That Matter
From
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Peering Into MARA Holdings's Recent Short Interest
January 23, 2025
Tickers
MARA
Tags
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Benzinga
Bitcoin Miners Helped Texas Avoid $18 Billion Energy Costs: Report
January 22, 2025
Tickers
BITCOMP
MARA
NEWS
RIOT
Tags
RIOT
texas
MARA
From
Benzinga
US Bitcoin Miners Boost Mining Capacity, Capture 30% Of Global Hash Rate — MARA Holdings Sees Sharp Jump In BTC Balance
January 21, 2025
Tickers
BITCOMP
MARA
NEWS
RIOT
Tags
Benzinga
Market News
RIOT
From
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10 Information Technology Stocks Whale Activity In Today's Session
January 21, 2025
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AAPL
AVGO
CLSK
LAES
Tags
AVGO
MSFT
Market News
From
Benzinga
MicroStrategy Buys 11,000 Bitcoin, Total Holdings Reach 461,000 BTC
January 21, 2025
Tickers
BITCOMP
COIN
HUT
MARA
Tags
Market News
AI Generated
Benzinga
From
Benzinga
Why Bitcoin and Related Stocks Soared on Friday
January 17, 2025
Tickers
BITCOMP
BTC
CAN
COIN
Tags
MARA
Recent Press Releases
CAN
From
Motley Fool
Crypto Stocks Are On The Rise Today: What's Going On?
January 17, 2025
Tickers
MARA
MSTR
NEWS
RIOT
Tags
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why it's moving
News
From
Benzinga
Bitcoin Miners Consolidate Power: 12 Firms Now Control 30% Of Network Hash Rate
January 17, 2025
Tickers
BITCOMP
CLSK
IREN
MARA
Tags
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CLSK
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From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
January 16, 2025
Tickers
AAPL
AMD
DELL
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Tags
AMD
PLTR
MARA
From
Benzinga
What's Going On With Bitcoin Mining Stocks MARA Holdings, Riot Platforms And CleanSpark?
January 15, 2025
Tickers
BITCOMP
CLSK
MARA
NEWS
Tags
Benzinga
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RIOT
From
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Meta Investors Push Mark Zuckerberg To Replace $72B Cash With Bitcoin To Combat Inflation: Here's What It Means For Investors
January 14, 2025
Tickers
AMZN
BITCOMP
BTC
COIN
Tags
MARA
$BTC
Cryptocurrency
From
Benzinga
MARA Holdings Unusual Options Activity
January 13, 2025
Tickers
MARA
Tags
Markets
Options
Benzinga
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
January 10, 2025
Tickers
AAPL
AVGO
IONQ
MARA
Tags
NVDA
MSTR
AAPL
From
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10 Information Technology Stocks With Whale Alerts In Today's Session
January 08, 2025
Tickers
AAPL
AMD
APP
CSCO
Tags
MSTR
NVDA
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From
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US Bitcoin Miners Hoard Apex Crypto To Shield Against Rising Expenses — MARA, Riot Replicate MicroStrategy's Playbook
January 08, 2025
Tickers
BITCOMP
CLSK
MARA
NEWS
Tags
bitcoin mining
News
RIOT
From
Benzinga
Market Whales and Their Recent Bets on MARA Options
January 07, 2025
Tickers
MARA
Tags
MARA
BZI/UOA
Markets
From
Benzinga
Wall Street Rallies, Chipmakers Soar Ahead Of Nvidia's Huang Speech, Bitcoin Reclaims $100,000: What's Driving Markets Monday?
January 06, 2025
Tickers
BITCOMP
CLSK
COIN
DIA
Tags
IWM
Tech
SOXX
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
January 06, 2025
Tickers
INTC
LRCX
MARA
MSFT
Tags
RGTI
Options
INTC
From
Benzinga
EXCLUSIVE: Top 20 Most-Searched Tickers On Benzinga Pro In 2024 — Where Do Tesla, Nvidia, GameStop, Trump Media Stocks Rank?
January 04, 2025
Tickers
AAPL
AMD
AMZN
BA
Tags
Mag 7
MSTR
COIN
From
Benzinga
Best Bitcoin Strategy Is To 'Put A Bit Away Every Month And Watch It Grow,' Marathon Digital CEO Thiel Says
January 03, 2025
Tickers
BITCOMP
MARA
NEWS
USD-BITSTAMP
Tags
MARA
Stories That Matter
$BTC
From
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