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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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12 Communication Services Stocks Moving In Monday's After-Market Session
February 26, 2024
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ATUS
BAOS
BZFD
CARG
Tags
CARG
PUBM
BZI/TFM
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February 26, 2024
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Earnings Scheduled For February 26, 2024
February 26, 2024
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SOI
KSPI
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February 23, 2024
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PUBM
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February 13, 2024
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PUBM
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PUBM
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Is Roku Stock a Buy Now?
February 11, 2024
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CRTO
GOOG
GOOGL
MGNI
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PUBM
CRTO
Recent Press Releases
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10 Communication Services Stocks With Whale Alerts In Today's Session
February 06, 2024
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GOOG
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META
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Options
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4 Eye-Catching Growth Stocks You'll Regret Not Buying in the Wake of the Nasdaq Bear Market Dip
February 03, 2024
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ETSY
JAZZ
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PUBM
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From
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Got $1,000? 3 Top Growth Stocks to Buy That Could Double Your Money.
January 22, 2024
Tickers
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TOST
UDMY
Tags
UDMY
Recent Press Releases
PUBM
From
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3 No-Brainer Stocks to Buy With $20 Right Now
January 10, 2024
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SIRI
TEVA
Tags
Market News
PUBM
SIRI
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10 Unsurpassed Stocks That Can Make You Richer in 2024
January 04, 2024
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GOOGL
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V
UNH
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7 Magnificent Stocks That Can Double Your Money in 2024
January 02, 2024
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FVRR
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Recent Press Releases
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4 Magnificent Growth Stocks That Can Build Generational Wealth by 2040
December 25, 2023
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ETSY
FSLY
LOVE
PUBM
Tags
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FSLY
Recent Press Releases
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3 Stocks With Incredible Growth Potential to Buy for 2024
December 21, 2023
Tickers
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PUBM
SFM
Tags
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Hidden Gems: 3 Small-Cap Tech Stocks With Huge Potential
December 06, 2023
Tickers
DOCS
ENFN
PUBM
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Market News
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Got $500? 3 Top Growth Stocks to Buy That Could Double Your Money
November 30, 2023
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ZM
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4 Unparalleled Growth Stocks You'll Regret Not Buying in the Wake of the Nasdaq Bear Market Dip
November 18, 2023
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November 16, 2023
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November 14, 2023
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TRIP
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XMTR
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Why PubMatic Stock Was Soaring This Week
November 09, 2023
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Why AMC Entertainment Shares Are Trading Lower By Around 14%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
November 09, 2023
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AFIB
AFRM
AMC
AMLX
Tags
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DNA
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Benzinga
Raymond James Maintains Outperform Rating for PubMatic: Here's What You Need To Know
November 09, 2023
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PUBM
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Analyst Ratings
BZI/AAR/UPDATE
Benzinga
From
Benzinga
Here's Why PubMatic Stock Skyrocketed Today
November 09, 2023
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Recent Press Releases
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These 2 Stocks Are on the Comeback Trail
November 09, 2023
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PUBM
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Disney, Twilio, TransDigm, Marathon Digital And Other Big Stocks Moving Higher On Thursday
November 09, 2023
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AMPH
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Why AppLovin Shares Are Trading Higher By Over 15%; Here Are 20 Stocks Moving Premarket
November 09, 2023
Tickers
ALAR
APP
APPS
ASRT
Tags
JAN
SMR
ALAR
From
Benzinga
PubMatic (PUBM) Q3 2023 Earnings Call Transcript
November 09, 2023
Tickers
PUBM
Tags
PUBM
Market News
Recent Press Releases
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Motley Fool
PubMatic: Q3 Earnings Insights
November 08, 2023
Tickers
PUBM
Tags
Benzinga
PUBM
Market News
From
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2 Under-the-Radar Tech Stocks to Buy in 2023
October 20, 2023
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PCOR
PUBM
Tags
Market News
PUBM
Recent Press Releases
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Motley Fool
Better Buy: The Trade Desk vs. PubMatic
October 11, 2023
Tickers
PUBM
TTD
Tags
TTD
Recent Press Releases
PUBM
From
Motley Fool
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