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about us
Investment Approach
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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
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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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Shell Braces For Tropical Storm 35: Prepares Major Gulf Of Mexico Oil Fields For Shut Down
September 23, 2024
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SHEL
Tags
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Nigerian Communities Seek Compensation From Shell: Report
September 13, 2024
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Energy Companies Sustain Minimal Damages As Hurricane Francine Weakens Inland
September 12, 2024
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ETR
GNRC
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Hurricane Francine Approaches Louisiana Coast, May Become Category 2 Storm
September 11, 2024
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PSX
SHEL
VLO
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Exxon Passes On $10B Namibian Oil Field: Report
September 09, 2024
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GLPEY
IYE
NEWS
SHEL
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GLPEY
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Media
From
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Shell Backs Climate Technology Start-up for Emissions Reduction: Report
September 05, 2024
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E
HAP
NEWS
PWER
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SHEL
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Talos Energy's Major Offshore Discovery: Oil And Gas Found In Gulf Of Mexico
September 05, 2024
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HAP
NEWS
PSCE
PWER
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Benzinga
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Oil Prices Retreat As OPEC+ Discusses Delay In Production Hikes
September 04, 2024
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CVX
OIL
SHEL
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Helix Energy Secures Multi-Year Deal With Shell Subsidiary For Gulf Of Mexico Operations
September 04, 2024
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HLX
NEWS
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With Tellurian on the Verge of Disappearing, Here are 2 Alternative Ways to Cash in on the LNG Boom
September 04, 2024
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What's Going On With Shell Shares Premarket Tuesday?
September 03, 2024
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NEWS
PWER
SHEL
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Shell Considers Job Cuts In Oil And Gas Workforce: Report
August 29, 2024
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NEWS
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SHEL
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Gevo And Shell Team Up To Drive Green Revolution In Motorsports: Details
August 22, 2024
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SHEL
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What's Going On With BP Stock Premarket Thursday?
August 15, 2024
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SHEL
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Shell And PetroChina To Develop Phase 2 Of Surat Gas Project: Details
August 12, 2024
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HAP
HJEN
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Shell And BP To Fund South Africa's Sapref Restart As Government Takes Over: Report
August 07, 2024
Tickers
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SHEL
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AI Generated
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3 Energy Stocks to Sell in August Before They Crash & Burn
August 06, 2024
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HP
SHEL
XOM
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From
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Bank Of England Reduces 16-Year High Interest Rates In Divided Decision As Inflation Hits 2%
August 01, 2024
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ARM
AZN
BOE
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From
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Shell's Mixed Bag: Q2 Revenue Beats Expectations, But Profit and Production Decline Sequentially
August 01, 2024
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HJEN
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SHEL
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Quant Ratings Updated on 158 Stocks
July 30, 2024
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SHEL
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SHEL
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What's Going On With Exxon Mobil Shares Tuesday?
July 30, 2024
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IYE
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SHEL
XLE
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How Hurricanes Can Impact the Energy Sector
July 23, 2024
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7 Energy Stocks to Buy as Americans Prioritize Travel More Than Ever
July 21, 2024
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MSFT
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NYSE:XOM,NYSE:SHEL,NYSE:BP,NYSE:PSX,NYSE:BEPC,NASDAQ:MSFT,NYSE:NEE,NASDAQ:GEVO
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7 High-Yield Dividend Stocks to Help Pay Your Bills
July 17, 2024
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DOC
LYB
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SHEL
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3 Green Energy Stocks That Could Be Multibaggers in the Making: July Edition
July 17, 2024
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ENPH
FSLR
ICLN
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CCJ
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The 7 Most Undervalued Energy Stocks to Buy in July 2024
July 17, 2024
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BKR
BRK-A
BRK-B
COP
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PSX
SHEL
COP
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3 Hydrogen Stocks to Buy Now: Q3 Edition
July 17, 2024
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BE
LIN
PLUG
SHEL
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SHEL
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What's Going On With Shell Shares Today? Malaysia Pipeline Touted As 'Highly Attractive Investment'
July 12, 2024
Tickers
HAP
HJEN
NEWS
SHEL
Tags
Large Cap
Benzinga
HAP
From
Benzinga
Judge Throws Out Baltimore's Climate Lawsuit Against Energy Giants Exxon, BP, Chevron: Report
July 12, 2024
Tickers
BP
COP
CVX
NEWS
Tags
News
BP
AI Generated
From
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Honeywell's $1.81B Power Play: Acquires Air Products' LNG Tech to Lead Energy Transition
July 10, 2024
Tickers
APD
CARR
GCAD
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Tags
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Stories That Matter
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From
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