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TSL's Turnkey Operation Platform
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about us
Investment Approach
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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
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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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Got $3,000? Buying These 3 Stocks Could Make You Rich
December 16, 2023
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December 08, 2023
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The 2024 Audi Q4 e-tron: Comfortable, composed and competitively priced
December 07, 2023
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PSNY
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2 Growth Stocks Wall Street Might Be Sleeping On, but I'm Not
November 22, 2023
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3 Hot Penny Stocks Due to Double in 2024
November 22, 2023
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KGC
PSNY
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PSNY Stock Alert: What to Know as Polestar 4 Production Begins
November 15, 2023
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F
GELYF
PSNY
RNLSY
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VLVLY
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Polestar Shares Are Trading Higher: What's Driving The Action?
November 15, 2023
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Benzinga
4 Analysts Have This to Say About Polestar Automotive
November 14, 2023
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PSNY
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They’re Pounding the Table for Rivian Stock. Why?
November 14, 2023
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November 10, 2023
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Unity Software Layoffs 2023: What to Know as Unity Preps Job Cuts
November 10, 2023
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PSNY Stock Alert: Polestar Just Cut Its 2023 EV Forecast
November 10, 2023
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Polestar Eyes Extreme Fast Charging - Partners With StoreDot For Prototype Vehicle
November 10, 2023
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November 09, 2023
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November 09, 2023
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November 07, 2023
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November 07, 2023
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Polestar Partners With SK On For Polestar 5 Battery Supply
November 06, 2023
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The Best News for Lucid Would Be a Take-Private Deal From PIF
November 04, 2023
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PSNY
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Polestar Has Global Reach, Patient Strategic Shareholders And A Believable Path To Breakeven, Says Analyst
November 01, 2023
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November 01, 2023
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Why Is Aldeyra Therapeutics (ALDX) Stock Up 40% Today?
November 01, 2023
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ALDX
CRSP
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NASDAQ:ALDX,NYSE:ABBV,NASDAQ:PSNY,NASDAQ:CRSP,NYSE:WE
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PSNY Stock Alert: Piper Sandler Is Pounding the Table on Polestar
November 01, 2023
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SPLK
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12 Consumer Discretionary Stocks Moving In Tuesday's After-Market Session
October 31, 2023
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Treasury Announcement More Important Than Fed's, Japan Abandons Yield Control, Tesla Under $200
October 31, 2023
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Why ChargePoint, EVgo, and Polestar Stocks All Plunged This Week
October 27, 2023
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EVGO
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3 Cheap EV Stocks to Buy Under $10
October 26, 2023
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F
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