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Preferred Custodian Settlement
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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
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
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These 2 Stocks Are Jumping Big After Hours Thursday
June 22, 2023
Tickers
DJI
MMM
TRUP
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TRUP
Recent Press Releases
MMM
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Motley Fool
3M stock rallies after $10.3 billion ‘forever chemical’ settlement offered
June 22, 2023
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DJIA
MMM
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DJIA
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Ranking These 5 Dividend Kings From Highest to Lowest Quality
June 22, 2023
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LOW
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MO
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Down 25% in 12 Months, Is 3M Worth the Trouble?
June 22, 2023
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MMM
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MMM
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Can 3M Stock Make a Comeback?
June 21, 2023
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MMM
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Why Is Everyone Talking About 3M Stock?
June 19, 2023
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MMM
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MMM
Recent Press Releases
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Did I Sell 3M Stock Too Soon?
June 17, 2023
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MMM
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MMM
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Is 3M Stock Too Risky for Dividend Investors?
June 16, 2023
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MMM
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MMM
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Exit Strategy: Get Out of These 3 Poor-Performing Stocks Now
June 16, 2023
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MRNA
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PFE
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What's Going On With 3M Stock?
June 15, 2023
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MMM
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MMM
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Why Big Brands Make Terrible Investments
June 14, 2023
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Should You Buy the 3 Highest-Paying Dividend Stocks in the Dow Jones?
June 14, 2023
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MMM
VZ
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MMM
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Best Dividend Stock to Buy: Home Depot vs. 3M
June 13, 2023
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The stock market is in a bull market? What bull market?
June 13, 2023
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June 09, 2023
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DSX
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4 Industrial Stocks That Are Screaming Buys in June
June 08, 2023
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New York's Air Quality Worst On The Planet Wednesday: Outdoor Activities Canceled, Flights Delayed
June 07, 2023
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MMM
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As tech companies take over the market again, don’t forget these bargain dividend stocks
June 06, 2023
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June 06, 2023
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BA
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Looking At 3M's Recent Unusual Options Activity
June 05, 2023
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Why Shares in 3M Slumped in May
June 05, 2023
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Investors Can't Win Them All: Here's How I Made Lemonade With My 3M Loss
June 03, 2023
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MMM
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The 2 Most Surprising Stock Winners In the Dow Today
June 02, 2023
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CAT
CC
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Could This Multibillion-Dollar Settlement Be the Spark 3M Stock Needs to Shoot Higher?
June 02, 2023
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Here's Why I Bought This Struggling Stock
June 02, 2023
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Why 3M, Caterpillar, and Deere & Company Rallied Today
June 02, 2023
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Chemours, DuPont stocks soar after deal to settle PFAS-related drinking water claims
June 02, 2023
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CC
CTVA
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XLB
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I Lost Money on 3M Stock: Here's What I Learned
June 01, 2023
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My Top 20 Stocks to Buy Right Now
June 01, 2023
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Check Out What Whales Are Doing With MMM
May 31, 2023
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Options
MMM
From
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