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TSL's Turnkey Operation Platform
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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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Here's Why CEO Mike Wirth's Extension Is Great News for Chevron Stock
July 28, 2023
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CVX
EQNR
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July 28, 2023
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July 27, 2023
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Shell Misses On Q2 Earnings, Announces $3B Share Buyback Program
July 27, 2023
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From
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Shell launches $3 billion buyback as earnings slide to $5.1 billion
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Shell Plans To Sell Stake In Indonesia's Masela Block For Around $650M
July 25, 2023
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Porsche Taycan Makes Fastest EV Journey From Thailand To Singapore: Here's How Long It Took
July 25, 2023
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7 Blue-Chip Stocks That Are Screaming Buys Right Now: July 2023
July 23, 2023
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The 3 Most Undervalued Oil Stocks to Buy Now: July 2023
July 18, 2023
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Shell's Debt Overview
July 14, 2023
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This Is What Whales Are Betting On Shell
July 13, 2023
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Shell & BP File Lawsuit Against Venture Global, Claim Billions Of Dollars Sales Loss: Report
July 12, 2023
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Warren Buffett Is Betting Another $3.3 Billion on a Fossil Fuel-Filled Future
July 12, 2023
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July 10, 2023
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ExxonMobil Is Back on Top on This Key Industry Metric
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July 07, 2023
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Shell to book up to $3 billion of 2Q impairments; upstream production fell on quarter
July 07, 2023
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7 Safe Dividend Stocks for Investors to Buy Right Now: June 2023
June 29, 2023
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7 Oil Stocks to Sell as Demand Peaks and Interest in EVs Grows
June 25, 2023
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Crypto Analyst Says Bitcoin Can Break $32K Level, Nikola Moves Forward With Test Road Trips Despite Weak Demand & Internal Conflict, Retailers' Subscriptions Under FTC Scrutiny: Today's Top Stories
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Shell Resumes Maintenance Work At Norway's Nyhamna Gas Processing Plant: Report
June 23, 2023
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Sam Altman Says AI Will Make Businesses 30 Times More Productive: 2 Stocks Investors Will Want to Buy
June 23, 2023
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2 Dividend Stocks That Just Raised Their Payouts by More Than 10%
June 22, 2023
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UNH
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Market News
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Bank of England's Aggressive Rate Hike Triggers Turbulence In European Stocks: Will The Fed Follow Suit In July?
June 22, 2023
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7 Stocks to Buy as Companies Show Major Signs of Confidence
June 22, 2023
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Analyst Ratings for Shell
June 15, 2023
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Benzinga
From
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Wells Fargo Maintains Overweight Rating for Shell: Here's What You Need To Know
June 15, 2023
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From
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Deflation Pushes PPI To 28-Month Lows; Google's Dominance in Ad Tech Under European Scrutiny; Disney Delays Avatar, Marvel & Star Wars Release: Today's Top Stories
June 14, 2023
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DIS
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From
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