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home
about us
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Firm ADV PDFs
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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TAF
Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Latest News about SPB Hospitality
Recent news which mentions SPB Hospitality
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SPB Hospitality Continues to Strengthen Leadership and Drive Growth
February 15, 2024
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February 12, 2024
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February 01, 2024
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January 18, 2024
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January 17, 2024
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SPB Hospitality Promotes Kristen Hohl to Vice President of Marketing
December 14, 2023
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December 01, 2023
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Press Release – RestaurantNews.com
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November 29, 2023
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Krystal Unwraps New Holiday Steamer Pack Design for the Holidays
November 08, 2023
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20 Recent Restaurant Leadership Changes
November 07, 2023
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Krystal Celebrates Its Favorite Chik On National Fried Chicken Sandwich Day
November 02, 2023
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Krystal Celebrates Its Favorite Chik On National Fried Chicken Sandwich Day
November 02, 2023
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Tags
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Press Release
From
Press Release – RestaurantNews.com
Logan’s Roadhouse Treats Veterans To Free Meal, Nov. 11
October 25, 2023
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Krystal Announces BOO-GO Halloween Deal
October 23, 2023
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Krystal Celebrates Icon Status on 91st Birthday
October 18, 2023
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Krystal Makes Friday the 13th Your Lucky Day
October 11, 2023
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Rock Bottom Restaurant and Brewery Launches “Drink Pink” Campaign in Honor of Breast Cancer Awareness Month
October 04, 2023
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Press Release – RestaurantNews.com
SPB Hospitality Taps Tom Petska as Vice President Franchise Sales
September 14, 2023
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Press Release – RestaurantNews.com
Bite Into National Cheeseburger Day at Krystal with $1 Deal
September 12, 2023
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Krystal Elevates the Game Day Experience With Tailgate Deals
August 31, 2023
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Krystal Set For Growth With Strategic Refranchising Program
August 28, 2023
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Club Krystal Makes Call for Exclusive Members-Only Deal
August 18, 2023
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Krystal Announces SMS Partnership with TapOnIt, Transforming Customer Engagement
August 09, 2023
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Krystal Voted Best Late-Night Fast Food
August 03, 2023
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Krystal Celebrates National Chili Dog Day With $1 Chili Cheese Pups with Any Digital Order
July 27, 2023
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SPB Hospitality Promotes Luis Haro to Senior Director of Culinary
July 25, 2023
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SPB Hospitality Names Michael Casey New Chief Development Officer
July 24, 2023
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Free Medium Fries* at Krystal on National French Fry Day
July 10, 2023
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Josh Kern Named CEO of SPB Hospitality
June 21, 2023
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Krystal Launches New and Improved Fries
June 06, 2023
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From
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