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Firm ADV PDFs
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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
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
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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
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TAF
Event Schedule
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MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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NBA Spurs to team with woman-owned company on streetwear brand
February 18, 2022
Tags
Sports Business
Diversity, Equity and Inclusion
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From
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February 18, 2022
Tags
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February 17, 2022
Tags
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February 14, 2022
Tags
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February 14, 2022
Tags
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February 14, 2022
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February 10, 2022
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February 10, 2022
Tags
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From
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February 09, 2022
Tags
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No masks, no distancing: WM Phoenix Open officials plan for return to normal
February 09, 2022
Tags
Professional Sports
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From
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Woman-owned, Boston-based company provides Team USA knitwear
February 08, 2022
Tickers
INNO
Tags
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From
Business Journals
Flyers won't raise ticket prices for 90% of Wells Fargo Center seats next season
February 07, 2022
Tags
Sports Business
Dave Scott
Professional Sports
From
Business Journals
The Players Championship will have array of new local vendors for 2022 tournament
February 07, 2022
Tags
Sports Business
Professional Sports
Sporting Events
From
Business Journals
Move 2023 Super Bowl out of Arizona? That’s what faith leaders want because of voting bill restrictions
February 07, 2022
Tags
Professional Sports
Sports Business
From
Business Journals
Nike joins all-star lineup with WNBA equity investment
February 06, 2022
Tags
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From
Business Journals
Carolina Hurricanes to host outdoor game in 2023
February 04, 2022
Tags
Sports Business
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Business Journals
How Empower Field's attendance compared to other NFL stadiums in 2021
February 04, 2022
Tags
Sporting Events
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Sports Business
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Business Journals
Brian Flores’ lawsuit against NFL casts negative light on Cardinals
February 03, 2022
Tags
Professional Sports
Sports Business
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Business Journals
Local sports marketing startup Jaster wins investment from Vantage Management Group, putting valuation at $2 million
February 02, 2022
Tickers
INNO
Tags
Mike Simon
Inno
Fifth Season
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Rally House was set up for the 'W' whether Chiefs or Bengals won
February 01, 2022
Tags
Sports Business
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Meet the new WNBA coach who will ‘shepherd’ Phoenix Mercury and superstar Diana Taurasi
January 31, 2022
Tags
Sports Business
Professional Sports
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Business Journals
Davin Olsen, longtime PNC Arena GM, dies
January 31, 2022
Tags
Professional Sports
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Business Journals
Monday Digest: Waymo sues DMV; Tenants end Veritas strike
January 31, 2022
Tags
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Philadelphia Eagles to launch girls flag football league for local high schools
January 31, 2022
Tags
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January 28, 2022
Tags
Professional Sports
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Business Journals
Marietta-based tech service provider teams up with NASCAR
January 28, 2022
Tickers
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Tags
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Business Journals
The Peloton of basketball? Investors, NBA players are betting on this Milwaukee startup
January 27, 2022
Tickers
INNO
Tags
Lyth Saeed
Paul Anton
Technology
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Business Journals
Ben Roethlisberger officially announces retirement
January 27, 2022
Tags
Sports Business
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From
Business Journals
Is your company ready for the AFC Championship game? We want to see your photos
January 25, 2022
Tags
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From
Business Journals
Criticism, support follow Cardinals’ Kyler Murray, Kliff Kingsbury after postseason loss
January 19, 2022
Tags
Sports Business
Professional Sports
From
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