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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
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EVENTS
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Affinity, a relationship intelligence company, raises $80M to help close deals
September 09, 2021
Tickers
CRM
SAAS
TC
Tags
bain capital ventures
real estate
SoftBank Group
From
TechCrunch
CookUnity whips up nationwide expansion following $47M round
September 09, 2021
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CHEF
FOOD
SAAS
TC
Tags
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CookUnity
From
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Fin names former Twilio exec Evan Cummack as CEO, raises $20M
September 09, 2021
Tickers
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SAAS
TC
Tags
Recent Funding
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Funding
From
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Maropost Demystifies Multi-Channel Marketing Reporting at Ecommerce Week LA
September 08, 2021
Tickers
ECOM
SAAS
Tags
ecom
SMS marketing
ecommerce business
From
PRUnderground
UnitQ raises $30M in Accel-led round to help companies improve product quality
September 08, 2021
Tickers
SAAS
TC
Tags
Startups
SaaS
Recent Funding
From
TechCrunch
AI as a service to solve your business problems? Guess again
September 07, 2021
Tickers
SAAS
TC
Tags
Startups
SaaS
artificial intelligence
From
TechCrunch
Virtual meeting platform Vowel raises $13.5M, aims to cure meeting fatigue
September 07, 2021
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SAAS
TC
ZOOM
Tags
david hornik
streaming video
SaaS
From
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Barbershop technology startup theCut sharpens its platform with new $4.5M round
September 03, 2021
Tickers
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SAAS
TC
Tags
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NextGen Venture Partners
Singh Capital
From
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Panorama raises $60M in General Atlantic-led Series C to help schools better understand students
September 02, 2021
Tickers
SAAS
TC
Tags
Funding
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From
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Box, Zoom chief product officers discuss how the changing workplace drove their latest collaboration
September 02, 2021
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APPS
BOX
SAAS
TC
Tags
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Oded Gal
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YouTravel.Me packs up $1M to match travelers with curated small group adventures
September 02, 2021
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APPS
SAAS
TC
Tags
YouTravel/Me
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online travel
From
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EXCLUSIVE: E2open Raises Guidance, Completes Acquisition Of BluJay Solutions
September 01, 2021
Tickers
ETWO
SAAS
Tags
M&A
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From
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Anaplan Stock Jumps After Q2 Earnings: 4 Analysts React To Return Of Digital Transformation Spending
September 01, 2021
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Trading Ideas
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Skit raises $23M Series B round led by WestBridge Capital to accelerate its growth
September 01, 2021
Tickers
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SAAS
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Tags
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Vista Equity takes majority stake in SaaS startup Drift, taking it to unicorn status
September 01, 2021
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SAAS
TC
Tags
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Web building platform Duda snaps up e-commerce cart tool Snipcart
September 01, 2021
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SAAS
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Itai Sadan
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Maropost and Catch partner to provide a smooth and scalable ecommerce integration and two special offers
September 01, 2021
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ECOM
SAAS
Tags
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PayEm comes out of stealth with $27M and its answer to the expense report
September 01, 2021
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Tags
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B2B payments
Pitango First
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Rattle raises $2.8M from Lightspeed and Sequoia to modernize enterprise sales stack
August 31, 2021
Tickers
SAAS
Tags
india
Sequoia Capital India
Funding
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Octane banks $2M for flexible billing software
August 31, 2021
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SAAS
TC
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Chang Xu
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Sales experience platform Walnut raises $15M to improve product demonstrations
August 31, 2021
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SAAS
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Coral Capital closes third fund with $128M for startups in Japan
August 30, 2021
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SAAS
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Zoom announces first startups receiving funding from $100M investment fund
August 30, 2021
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SAAS
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Tags
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Prive has raised $1.7 million to build a more configurable e-commerce subscription platform
August 30, 2021
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TC
UBER
Tags
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Xfund
From
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Maropost reveals the Ultimate Guide to Transactional Emails
August 30, 2021
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ECOM
SAAS
Tags
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HAAS Alert raises $5M seed round to scale its automotive collision prevention system
August 30, 2021
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SAAS
TC
Tags
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Transportation
TechStars
From
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Korean 3D spatial data tool startup Urbanbase closes $11.1M Series B+ round
August 29, 2021
Tickers
ASIA
SAAS
TC
Tags
Japan
Artificial Intelligence
south korea
From
TechCrunch
Making a splash in the marketing world
August 27, 2021
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SAAS
TC
Tags
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Verified Experts
Marketing
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Extra Crunch roundup: Pre-pitch tactics, Warby Parker S-1, Israel’s fintech ecosystem
August 27, 2021
Tickers
SAAS
TC
Tags
SaaS
TC
Venture Capital
From
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How Zebra ZC printers work great with IDpack in the Cloud
August 27, 2021
Tickers
SAAS
Tags
Cloud/based
Zionsville
Online Badge
From
PRLog
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