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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
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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EVENTS
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Event Schedule
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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
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Latest News about National Grid
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National Grid Attends White House Electrification Summit
December 15, 2022
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National Grid Commits $17 Million in Philanthropic Funds to Help Customers and Communities Navigate Increasing Winter Energy Prices
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Community Offshore Wind and Hudson River Community Sailing Provide Lessons in Wind to New York City Students From Underserved Communities
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September 21, 2022
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September 20, 2022
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National Grid taps Nexamp for solar-plus-storage non-wires alternative
September 19, 2022
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National Grid taps Nexamp for solar-plus-storage non-wires alternative
September 19, 2022
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Hydrogen's time in the energy mix has come
August 18, 2022
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National Grid Renewables Celebrates American Clean Power Week with Tours of First Solar Manufacturing Plant and Ohio Solar Project
August 17, 2022
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National Grid said it found plenty of RNG and hydrogen to help decarbonize the Northeast
August 16, 2022
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National Grid said it found plenty of RNG and hydrogen to help decarbonize the Northeast
August 16, 2022
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August 16, 2022
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July 25, 2022
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National Grid Statement on United States Supreme Court's West Virginia v. EPA Ruling
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National Grid Renewables Orders 2 GW of Responsibly Produced First Solar Modules
June 23, 2022
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National Grid Wins EEI's International Edison Award for North Sea Link Project
June 22, 2022
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Community Offshore Wind Collects 900 Pounds of Garbage at Spring Creek Park in Howard Beach, NY
June 16, 2022
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National Grid Launches Scholarship To Aid Diverse Engineering Students in MA and NY
June 07, 2022
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National Grid Seeks Renewable Natural Gas and Hydrogen Supply
May 16, 2022
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National Grid Energy Efficiency Programs Recognized by Federal Energy and Environmental Agencies
May 09, 2022
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National Grid Announces Historic Fossil-Free Plan, Launching Bold Clean Energy Vision for Massachusetts and New York
April 19, 2022
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Zenger Group, National Grid Team up to Install Electric Vehicle Workplace Charging
April 12, 2022
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