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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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This Is What Whales Are Betting On Shell
October 28, 2022
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SHEL
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SHEL
Market News
Options
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Benzinga
Why Shell Shares Are Rising Sharply
October 27, 2022
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US Stocks On Track For Mixed Start As Nasdaq Futures Sag Yet Again Amid Big Tech Woes; Traders Look Ahead To Q3 GDP Data, Apple, Amazon Earnings
October 27, 2022
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Analyzing Shell's Short Interest
October 24, 2022
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BZI/SHORTHIST
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This Congressman Likes To Trade Tech, But Bought These 3 Dividend Stocks Instead
October 23, 2022
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October 22, 2022
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7 Oil Stock Predictions for 2023
October 20, 2022
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The 7 Best Mutual Funds for Your 401(k)
October 18, 2022
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Exxon Exits Russia Completely After Putin Seizes Company's Properties: Report
October 18, 2022
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EQNR
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Benzinga
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What Are Whales Doing With Shell
October 14, 2022
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SHEL
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Options
From
Benzinga
Biden Asked OPEC+ To Delay Output Decision, Elon Musk Faces Federal Probe Over Twitter Deal, Netflix Ad-Supported Plan: Top Stories Friday, Oct. 14
October 14, 2022
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Microvast Consortium Led By Shell For Mining Industry Decarbonization
October 14, 2022
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Shell Joins Forces With Singapore Renewables Firm For Battery Storage Project In Australia
October 14, 2022
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7 Oil Stocks to Buy as Crude Prices Continue to Rocket
October 13, 2022
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KMI
PBR
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7 Energy Stocks to Buy on the Historic OPEC Production Cuts
October 10, 2022
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10 Energy Stocks Whale Activity In Today's Session
October 10, 2022
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3 Top Oil Stocks to Buy on OPEC's Latest Move
October 09, 2022
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This AI Stock Is Down 93%, Yet It's Partnered With Amazon, Microsoft, and Alphabet. Is It a Buy?
October 08, 2022
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10 Energy Stocks Whale Activity In Today's Session
October 07, 2022
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Shell Whale Trades Spotted
October 07, 2022
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How Is The Market Feeling About Shell?
October 07, 2022
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There’s a good bet to be made in this ‘un-investable’ country, says UBS
October 07, 2022
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Why Is HeartBeam (BEAT) Stock Up 24% Today?
October 06, 2022
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Shell (SHEL) Stock Slumps 5% Following Profit Warning
October 06, 2022
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Overview Of Value Stocks In The Energy Sector
October 06, 2022
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Tesla To Feel Pressure After Musk's Twitter-Deal News; OPEC Output Cut Disappoints Biden; Shell Profits Low: Top Stories Thursday, Oct. 6
October 06, 2022
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AMZN
BA
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Shell Shares Slide After Warning Lower Q3 Profits On Volatile Natural Gas Prices
October 06, 2022
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My Top Energy Stock to Buy in October
October 06, 2022
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BP
CVX
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Shell says gas trading and refining margins to fall in the third quarter
October 06, 2022
Tickers
SHEL
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UK:SHEL
From
MarketWatch
Shell sees rise in 3Q marketing results; fall in integrated gas trading
October 06, 2022
Tickers
SHEL
Tags
CZ:SHELL
UK:SHEL
SHEL
From
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