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TSL's Turnkey Operation Platform
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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
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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Wall Street Remains On Track For AMD-Led Rebound Ahead Of Fed Decision, Meta Earnings: Analyst Says 'The Bull Tends To Remain' Despite Near-Time Volatility
July 31, 2024
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Want Super-Safe Income for Your Portfolio? This High-Yield Dividend King Could Be for You.
July 29, 2024
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Apple, Amazon, Microsoft, Meta Lead The Charge As Investors Bank On Tech Cheer For Rally's Reacceleration: Week Ahead In Earnings
July 29, 2024
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July 29, 2024
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Altria Group: Buy, Sell, or Hold?
July 28, 2024
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Top 3 Defensive Stocks That Are Ticking Portfolio Bombs
July 25, 2024
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7 Dividend Stocks to Hold On Tight to for the Next Decade
July 25, 2024
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OCSL
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NYSE:PFE,NASDAQ:OCSL,NYSE:O,NYSE:VZ,NYSE:T,NYSE:BTI,NYSE:MO
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Want $5,000 in Annual Dividend Income? Buy These 3 Income Stocks Right Now.
July 25, 2024
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British American Tobacco: Buy, Sell, or Hold?
July 25, 2024
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Wall Street's Most Accurate Analysts Weigh In On 3 Risk Off Stocks Delivering High-Dividend Yields
July 24, 2024
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MO
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3 Things to Know About Altria Stock Before You Buy
July 24, 2024
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Health Advocates Target the U.S. Launch of Philip Morris' Heated Tobacco Products. Is the Stock in Trouble?
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The Smartest Dividend ETF to Buy With $1,000 Right Now
July 20, 2024
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MO
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7 Undervalued Stocks to Buy With a Dividend Yield of Over 7%
July 19, 2024
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Market Whales and Their Recent Bets on Altria Group Options
July 18, 2024
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7 Dividend Aristocrats Offering High-Yield Returns
July 17, 2024
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July 16, 2024
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2 S&P 500 Dividend Stocks With Yields Above 8% That You Can Buy With $100 Right Now
July 16, 2024
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Elizabeth Warren And Jonathan Van Ness: Prevent Corporations Like Amazon, Booze And Tobacco From Taking Over Cannabis Industry
July 14, 2024
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3 Dividend Stocks With the Highest Yields in the World
July 13, 2024
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Want Safe Dividend Income in 2024 and Beyond? Invest in the Following 3 Ultra-High-Yield Stocks.
July 13, 2024
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(MO) - Analyzing Altria Group's Short Interest
July 12, 2024
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July 10, 2024
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Hold My Beer: Breweries Offer THC On Tap In Minnesota, What Investors Need To Know
July 09, 2024
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July 08, 2024
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3 Undervalued Blue-Chip Stocks to Buy at a P/E of Less than 10
July 08, 2024
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NVDA
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VALE
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High-Yield Altria Stock Rose With the Market in the First Half of 2024, but Don't Get Too Excited for the Rest of the Year
July 06, 2024
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