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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
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
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Venture Global, EnBW Ink LNG Sales And Purchase Deals
June 21, 2022
Tickers
BP
EIX
GLPEF
GLPEY
Tags
Market News
SHEL
GLPEF
From
Benzinga
3 Tech Stocks to Buy After the Fed Hikes Interest Rates Again
June 19, 2022
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AMZN
SHEL
TMUS
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From
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The 4 Safest Oil Dividends Right Now
June 15, 2022
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CVX
SHEL
TTE
XOM
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XOM
CVX
Market News
From
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Biden Rebukes Chevron, Big Oil: Is a Windfall Profits Tax Next?
June 15, 2022
Tickers
BP
CVX
MPC
PSX
Tags
SHEL
Recent Press Releases
Market News
From
Motley Fool
Biden Questions Oil Companies On Lack Of Gasoline Amid Increasing Prices: Reuters
June 15, 2022
Tickers
BP
CVX
MPC
PSX
Tags
PSX
News
MPC
From
Benzinga
BlackRock Is Betting Big on a Company Working to Beat Out Gas
June 13, 2022
Tickers
BLK
MS
SHEL
Tags
NYSE:BLK,NYSE:SHEL,NYSE:MS
MS
Stocks to Buy
From
InvestorPlace
These 2 Tech Stocks Are Building the Future
June 12, 2022
Tickers
AI
AMZN
BKR
GOOG
Tags
RTX
Market News
SHEL
From
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7 Beaten-Down Large-Cap Stocks to Buy Now
June 12, 2022
Tickers
BP
COP
CVX
F
Tags
F
BP
Stocks to Buy
From
InvestorPlace
Why Transocean Stock Rallied This Week -- and Could Go Higher
June 10, 2022
Tickers
EQNR
RIG
SHEL
Tags
RIG
EQNR
Market News
From
Motley Fool
Check Out What Whales Are Doing With SHEL
June 10, 2022
Tickers
SHEL
Tags
Options
BZI/UOA
Benzinga
From
Benzinga
10 Energy Stocks With Whale Alerts In Today's Session
June 08, 2022
Tickers
AR
BKR
BP
CHK
Tags
Options
BP
BZI/AUOA
From
Benzinga
Think It Is Too Late to Buy Oil Stocks? These 3 Stocks Still Look Great
June 08, 2022
Tickers
BP
EPD
SHEL
TTE
Tags
TTE
BP
Market News
From
Motley Fool
$5-Plus Per Gallon! 10 States With the Highest Gas Prices in June 2022.
June 06, 2022
Tickers
BP
COP
CVX
SHEL
Tags
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SHEL
Market News
From
InvestorPlace
Oil prices have jumped. Yet these three energy ETFs remain a relative bargain. Can you cash in?
June 06, 2022
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BP
CNQ
CVE
CVX
Tags
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SPY
SHEL
From
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This Artificial Intelligence Stock Has a $596 Billion Opportunity
June 06, 2022
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BKR
SHEL
Tags
AI
SHEL
BKR
From
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What Energy Investors Need to Know
June 05, 2022
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BP
CVX
DAR
Tags
Recent Press Releases
OKE
DAR
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Billionaire Dan Loeb Is Betting Big on These 3 Stocks
June 02, 2022
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DHR
EQT
PCG
RIVN
Tags
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NYSE:SHEL,NYSE:EQT,NYSE:ZEN,NASDAQ:RIVN,NYSE:S,NASDAQ:UPST,NYSE:PCG,NYSE:DHR
EQT
From
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ABB Sees More Than 100% Growth in EV Charging Infrastructure
June 02, 2022
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ABB
SHEL
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Market News
SHEL
From
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Why Tellurian's Stock Is Sliding Today
June 01, 2022
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SHEL
TELL
Tags
News
General
why it's moving
From
Benzinga
Which Energy Stock Could Continue to Fuel Higher Returns?
May 31, 2022
Tickers
ARGU
BCS
COP
HSBC
Tags
BCS
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SHEL
From
InvestorPlace
Venture Global 'Secretly' Started Constructing $13B LNG Plant On US Gulf Coast
May 26, 2022
Tickers
SHEL
XOM
Tags
Briefs
XOM
Benzinga
From
Benzinga
10 Energy Stocks Whale Activity In Today's Session
May 23, 2022
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AR
BP
CHK
DVN
Tags
BZI/AUOA
BP
Options
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India State-Owned Energy Firm Considers Raising Stakes In Russian Oil Fields Amid Ukraine Invasion
May 19, 2022
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ASIA
BP
SHEL
XOM
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Media
BP
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Benzinga
The World’s Largest Asset Manager Just Bet $200 Million on Hydrogen
May 18, 2022
Tickers
BLK
MS
SHEL
Tags
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NYSE:BLK,NYSE:SHEL,NYSE:MS
Stocks to Buy
From
InvestorPlace
Chevron Allowed To Maintain Venezuela Operations, But Denied Drilling: WSJ
May 18, 2022
Tickers
CVX
ERUS
IMO
SHEL
Tags
XOM
Benzinga
News
From
Benzinga
My Top Oil Stock to Buy Right Now
May 18, 2022
Tickers
BP
CVX
SHEL
TTE
Tags
Recent Press Releases
SHEL
Market News
From
Motley Fool
Energy Transfer's Perseverance Is About to Pay Off Big Time
May 17, 2022
Tickers
ET
SHEL
Tags
ET
Market News
Recent Press Releases
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Motley Fool
Is On Demand In Demand — Including Fuel Delivery?
May 16, 2022
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ABNB
CAR
EZFL
LYFT
Tags
ABNB
XOM
UBER
From
Benzinga
‘Climate’ is the new buzzword in a crop of new ESG funds that were just launched
May 12, 2022
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ESGU
FEEM
GM
LCTU
Tags
FEEM
SHEL
NZAC
From
MarketWatch
Oil Companies Report Blowout Earnings
May 09, 2022
Tickers
BP
EOG
SHEL
XLE
Tags
XOM
BP
Market Insight, Financial Articles
From
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