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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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Latest News about Nekter Juice Bar
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Nékter Juice Bar Redefines the Future of Wellness with a Bold, Evolved Lineup of Cold-Pressed Juices and Lifestyle Bundles
August 13, 2025
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Nékter Juice Bar Launches “Summer of Savings Celebration” with Exclusive Rewards Member Deals for Maximum Wellness, Minimum Spend
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Nékter Juice Bar Unveils Its Most Dramatic Lineup Yet: “The Golden Trio” in Celebration of the Premiere of The Golden Bachelorette
September 10, 2024
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Nékter Juice Bar Launches New Summertime Shakes: Clean, Plant-Based and Dairy-Free Delicious Delights
June 26, 2024
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On National Smoothie Day, Nékter Juice Bar Challenges Smoothie Fans to Take a Closer Look at What’s in Their Cup
June 18, 2024
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Nékter Juice Bar and Pitaya Foods Merge the Nutritional Power of Pitaya and Passion Fruit in a Summertime Menu Collaboration
May 21, 2024
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Nékter Juice Bar Ranked in Top 20% of U.S. Restaurant Chains in Latest Technomic Report
May 10, 2024
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Nékter Juice Bar Sprints Toward Record Openings in 2024
May 01, 2024
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Nékter Juice Bar and Tajín Collaborate on a Fusion of Freshness and Flavor with Three Limited Time Menu Offerings
March 14, 2024
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Nékter Juice Bar’s New Valentine’s Day Smoothie is Love in Every Sip
January 30, 2024
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Nékter Juice Bar Recognized as Top Franchise Opportunity in Entrepreneur Magazine’s Franchise 500 for 8th Consecutive Year
January 17, 2024
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Q&A: Steve Schulze, Co-Founder and CEO, Nékter Juice Bar
January 16, 2024
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Nékter Juice Bar Ignites the New Year with New, “Burn Berry Burn” Metabolism-Boosting Raspberry Smoothie and Bowl
January 04, 2024
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Nékter Juice Bar Lights Up the Holidays with New Gingerbread Smoothie, Exclusive “Black Gift Cards,” and Enhanced Corporate Gift Card Program
November 07, 2023
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Power Up Your New Year with Nékter Juice Bar’s New POWER 40 Daily Boost System and New Super(food)-Protein Smoothies and Bowls
January 05, 2023
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A Birthday Celebration 12 Years in the Making at Nékter Juice Bar
October 04, 2022
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“Pick Your Pumpkin” at Nékter Juice Bar This Fall
September 08, 2022
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Nékter Juice Bar Partners with DoorDash on New Delivery-Forward Model in Northern California
May 31, 2022
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Nékter Juice Bar Starts 2022 with Category-Leading Average Unit Sales, 28% Revenue Increase, Several New Market Entries, Impressive Digital Growth, and Enhanced Store Design
January 19, 2022
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Nékter Juice Bar Gives ‘Em Pumpkin to Talk About
September 02, 2021
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Nékter Juice Bar Flies into the Windy City and Six Additional New Markets
July 27, 2021
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