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about us
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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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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
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
RSVP-Signup Form
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Latest News about Pershing Square
Recent news which mentions Pershing Square
Bill Ackman Urges End To Fannie Mae, Freddie Mac Conservatorship: Says Will Enable Them To 'Operate More Successfully And Efficiently'
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May 06, 2025
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Bill Ackman Missed Out On $3.4 Billion Payday By Selling Netflix Stock Before The Boom: NFLX Now Seen As A Recession Play
April 26, 2025
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April 19, 2025
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Billionare Investor Bill Ackman Posts Hertz Investment Thesis, Proposes AV Fleet Partnership With Uber
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January 17, 2025
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Howard Hughes Stock Jumps 11% In Pre Market After Bill Ackman's Pershing Square Offers $85 Per Share To Buy Remaining Stake
January 13, 2025
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Bill Ackman Questions Stock Market Closure To Honor Jimmy Carter, Calls It 'Shutting Down Commerce'
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Bill Ackman Sends Fannie Mae, Freddie Mac Stocks Soaring: 'Trump Likes Big Deals'
December 30, 2024
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Bill Ackman Weighs Pivot To ETF After Abandoning Closed-End Fund IPO: Report
August 27, 2024
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Bill Ackman's Pershing Square Sinks 4.7% In July, Dashing 2024 Gains
August 03, 2024
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As Bill Ackman's Pershing Square Struggles To Reach IPO Stage, Major Hedge Fund Opts Out Investing In Upcoming Fund: Report
July 30, 2024
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Bill Ackman's US Fund IPO Target Slashed By 90% As Pershing Square 'Specifically Disclaims' CEO's Comments
July 25, 2024
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Bill Ackman Says His 'Unofficial Mentor' Warren Buffett Inspired Him To Take Pershing Square Funds Public
July 15, 2024
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Bill Ackman's Pershing Square Sells 10% Stake, IPO Planned For 2025
June 03, 2024
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Bill Ackman Plans To Take Pershing Square Public By 2025, Following $10.5B Valuation Deal: Report
May 31, 2024
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April 21, 2024
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Why Bill Ackman Is Betting Big On Alphabet — It Has Something To With Warren Buffett's Strategic Play
September 30, 2023
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Pershing Capital's Bill Ackman Whiffed On Netflix, Bets Big On Google's AI Potential
September 28, 2023
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Bill Ackman Shares 'Learnings' From Investing 'Mistakes:' 1 Stock He Missed Out On, Another That Burnt His Fingers
March 24, 2023
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March 10, 2023
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Move Over Bill Ackman: One Of The 10 Best Traders In Congress Bought Coca-Cola
January 06, 2023
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