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What We Buy Currently
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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service 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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Gold Hits $1,900 Amid Troubling Economic and Geopolitical Developments
February 18, 2022
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Hawkish Fed Defined January’s Gold Performance
February 10, 2022
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Gold ETFs See Big Inflows in January
February 08, 2022
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Gold Talk Radio Kicks Off Season Two With a Discussion of Equities
February 02, 2022
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As Crypto Plunges, Gold Remains a Safe Haven
January 31, 2022
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Fed Meeting Sends Gold Tumbling
January 27, 2022
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The Top 10 Things Gold and Precious Metals Investors Should Watch for in 2022
January 21, 2022
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With Systemic Risks Everywhere, Seek Safety in Gold
January 14, 2022
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Ed Coyne Discusses the State of Gold and Gold Equities
January 04, 2022
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Gold Struggles to Hold On to $1800 as Jobless Report Hits Record Low
December 30, 2021
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Precious Metals “Stay the Course” Despite Challenging Year
December 23, 2021
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If Property Prices Crash, Look to Gold
December 13, 2021
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Gold Takes Another Hit as Fed Presents Hawkish Stance
December 03, 2021
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Inflation Concerns Push Gold Prices Up
November 17, 2021
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Sprott Acquires North Shore Global Uranium Mining ETF
November 05, 2021
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What Lost Faith in the Fed Could Mean for Gold
October 20, 2021
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Gold Hits $1,800 As Yields Take a Dip
October 14, 2021
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Gold Futures Hit New Low but May Still Have Some Shine
September 28, 2021
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Sprott Gold Talk Radio Touches on the State of Gold for Fall
September 24, 2021
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Gold Prices Tick Higher as Fed Signals Rate Hikes Forthcoming
September 24, 2021
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After Two Days of Gains, Precious Metal Investors Eye Conclusion of Fed Meeting
September 22, 2021
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Main Street Is Bullish on Gold While Wall Street Is Bearish
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September 14, 2021
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Fall Equities Sell-Off Could Help Propel Gold Prices
September 14, 2021
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Friday’s Job Report Could Turn Gold’s Lackluster Summer Around
September 02, 2021
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Big Name Investors Are Bullish on Gold
August 31, 2021
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Precious Metals ETFs Advance on Retreating Dollar, Doubts over Fed Tapering
August 23, 2021
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Gold Stabilizes Again on the Heels of Renewed COVID Concerns
August 19, 2021
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