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What We Buy Currently
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Preferred Custodian Settlement
Advantages of Same Day Allocation
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
Featured Quarterly Newsletter
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Marathon Digital Holdings Terminates Silvergate Credit Facilities, Increases Bitcoin Holdings
March 09, 2023
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MARA
SI
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Market News
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From
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Bitcoin falls towards $20,000 as Silvergate Bank heads to liquidation
March 09, 2023
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Bitcoin tumbles, as Silvergate Bank’s collapse highlights the biggest threat to U.S. crypto industry
March 09, 2023
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March 09, 2023
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Why Are Bank Stocks Down Today?
March 09, 2023
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SI
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Signature Bank says its financial position is ‘strong’ but stock falls anyway
March 09, 2023
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March 09, 2023
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Crypto Fallout Claims Another Banking Victim: How The Industry Is Reacting
March 09, 2023
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Benzinga
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Why JD.com Shares Are Trading Lower By Around 9%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
March 09, 2023
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March 09, 2023
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From
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Fed’s Barr : Recent move to safeguard banks from crypto doesn’t mean the central bank is against innovation
March 09, 2023
Tickers
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From
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Silvergate Capital Is Shutting Down -- Shares Are Tanking
March 09, 2023
Tickers
SI
Tags
SI
Recent Press Releases
Market News
From
Motley Fool
Silvergate Capital Stock Is Tumbling And Taking The Crypto Market With It
March 09, 2023
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Tags
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News
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From
Benzinga
Shockwaves In Crypto Industry As Silvergate Bank Goes Under, Binance, Coinbase, And OKX Claim To Stand Strong
March 09, 2023
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SI
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News
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ETSY Stock Falls on Double Downgrade
March 09, 2023
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SAVA
SI
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Dow Up 150 Points; US Weekly Jobless Claims Rise
March 09, 2023
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March 09, 2023
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Why Is Silvergate Capital (SI) Stock Down 38% Today?
March 09, 2023
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March 09, 2023
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March 09, 2023
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March 09, 2023
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This fund has increased its dividend for 56 straight years. Now it’s snapping up GE.
March 09, 2023
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U.S. stock futures dip as attention turns to Friday’s jobs report
March 09, 2023
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COMP
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Elizabeth Warren Says She Warned Of Silvergate's 'Risky' Activity: 'Failure Disappointing, But Predictable'
March 08, 2023
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SI
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Benzinga
Politics
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Benzinga
Biden, Ethereum, Dogecoin Drop On Report Of Biden's Crypto Tax Tweaks: Analyst Urges Focus On 'Red Candles' Amid Major FOMO
March 08, 2023
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SI
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These 2 Stocks Are Feeling the Heat After Hours Wednesday
March 08, 2023
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DJI
MDB
SI
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^DJI
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From
Motley Fool
Silvergate Capital stock tanks as company plans to wind down its crypto-friendly bank
March 08, 2023
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C
COIN
JPM
SBNY
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SI
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From
MarketWatch
Crypto Bank Silvergate Capital Is Liquidating: Stock Crashes In After-Hours Trading
March 08, 2023
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SI
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Cryptocurrency
Movers
Market News
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Benzinga
This Is What Whales Are Betting On Silvergate Capital
March 08, 2023
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SI
Tags
BZI/UOA
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Market News
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Powell’s rate view came as no surprise to this Treasury dealer. Here’s what it says is next for stocks and bonds.
March 08, 2023
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From
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