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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
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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Peering Into Philip Morris Intl's Recent Short Interest
September 19, 2022
Tickers
PM
Tags
Short Sellers
Trading Ideas
PM
From
Benzinga
My 2 Top Dividend Stocks for September
September 19, 2022
Tickers
BTI
LVS
MGM
MO
Tags
MO
MGM
LVS
From
Motley Fool
2 High Yielding Investments For Investors Looking For Strong Fundamentals And Growing Dividends
September 17, 2022
Tickers
APA
ASIA
PM
Tags
ex/dividend date
Benzinga
Eurozone
From
Benzinga
2 Dividend King Stocks That Can Make You Money in Your Sleep
September 17, 2022
Tickers
AMZN
COST
CRON
MO
Tags
COST
AMZN
MO
From
Motley Fool
EXCLUSIVE: Curaleaf Founder Boris Jordan Says Cannabis Drinks Will Be 50% Of The Industry
September 14, 2022
Tickers
CCC
CURLF
IMBBY
MO
Tags
Regulations
General
Media
From
Benzinga
Philip Morris Hikes Dividend By 1.6%
September 14, 2022
Tickers
PM
Tags
General
Briefs
Benzinga
From
Benzinga
EXCLUSIVE: Anticipated Legalization A Catalyst For Consolidation, Cannabis Companies Are Preparing
September 13, 2022
Tickers
CCC
CRLBF
KO
PM
Tags
TAP
Cannabis
CCC
From
Benzinga
3 Tobacco Stocks for Recession-Proof Dividends
September 07, 2022
Tickers
MO
PM
UVV
Tags
Market News
PM
UVV
From
InvestorPlace
The Smartest Dividend Stocks to Buy With $400 Right Now
September 07, 2022
Tickers
CHD
JNJ
PM
VZ
Tags
JNJ
Recent Press Releases
VZ
From
Motley Fool
China Caixin services PMI softens in August, but sector growth still strong
September 04, 2022
Tickers
PM
Tags
PM
From
MarketWatch
Singapore’s PMI drops slightly in August
September 04, 2022
Tickers
PM
Tags
PM
From
MarketWatch
You need quality stocks during times of turmoil. Here’s one good strategy for picking them
September 01, 2022
Tickers
AAPL
ACN
AZO
CBOE
Tags
MA
SPX
YUM
From
MarketWatch
Altria Stock: Bull vs. Bear
August 31, 2022
Tickers
BTI
MO
PM
SWMAF
Tags
Market News
PM
BTI
From
Motley Fool
China’s manufacturing PMI rises, but factory activity still in contraction
August 30, 2022
Tickers
PM
Tags
PM
From
MarketWatch
Is This Ultra-High-Yielding Dividend King a Buy for Income Investors?
August 26, 2022
Tickers
BUD
MO
PM
Tags
PM
Market News
Recent Press Releases
From
Motley Fool
2 Great Dividend Stocks You Can Buy for Less Than $50
August 25, 2022
Tickers
BTI
MO
PM
WBA
Tags
WBA
PM
Market News
From
Motley Fool
Why I Bought the Stock of This Hated Company
August 19, 2022
Tickers
BTI
MO
PM
SWMAF
Tags
Recent Press Releases
SWMAF
MO
From
Motley Fool
Benzinga Before The Bell: Tesla Model Y Delivery Wait Time Shortened In China, Mark Zuckerberg's Sister Emphasizes On Evolution Of Web3, Amazon Succumbs To TikTok Fever And Other Top Financial Stories
August 18, 2022
Tickers
AMZN
BLUE
BTI
COIN
Tags
META
TWTR
$ETH
From
Benzinga
Elliott Management Started Buying Swedish Match Stock After Philip Morris $16B Bid - What's Next
August 18, 2022
Tickers
BTI
MO
PM
SWMAF
Tags
BTI
General
News
From
Benzinga
How Is The Market Feeling About Philip Morris?
August 12, 2022
Tickers
PM
Tags
PM
Market News
Benzinga
From
Benzinga
Want Growing Passive Income? Check Out This Ultra-High-Yield Dividend Stock
August 12, 2022
Tickers
PM
Tags
PM
Market News
Recent Press Releases
From
Motley Fool
Death Cross Looms Over Philip Morris Intl Investors
August 11, 2022
Tickers
PM
Tags
Benzinga
Trading Ideas
PM
From
Benzinga
Is Altria a Buy?
August 09, 2022
Tickers
BUD
CRON
MO
PM
Tags
Recent Press Releases
CRON
MO
From
Motley Fool
Altria or Philip Morris International: Which Stock Should You Buy Now?
August 05, 2022
Tickers
MO
PM
Tags
Market News
PM
Recent Press Releases
From
Motley Fool
China Caixin Services PMI improves further in July
August 02, 2022
Tickers
PM
Tags
PM
From
MarketWatch
3 Reasons to Buy Philip Morris International
July 29, 2022
Tickers
MO
PM
Tags
MO
Recent Press Releases
Market News
From
Motley Fool
8 Dividend ETFs to Buy and Hold Forever
July 27, 2022
Tickers
AMT
BABA
CCI
CSCO
Tags
PM
UNH
ETF Investing
From
InvestorPlace
Here's Why I Just Bought Into This Dividend-Paying Growth Stock
July 26, 2022
Tickers
PM
SWM
TSLA
Tags
TSLA
Recent Press Releases
PM
From
Motley Fool
Kaival Brands (KAVL) Stock Pops as International Licensing Agreement Moves Forward
July 25, 2022
Tickers
KAVL
PM
Tags
KAVL
Today's Market
NASDAQ:KAVL,NYSE:PM
From
InvestorPlace
How Is The Market Feeling About Philip Morris Intl?
July 25, 2022
Tickers
PM
Tags
BZI/SHORTHIST
Short Ideas
Benzinga
From
Benzinga
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