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home
about us
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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)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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EVENTS
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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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Investing During Uncertain Times
Read FULL Seminar Here
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As Rate Cuts Near, Look to Active Fixed Income ETF SMTH
August 14, 2024
Tickers
ALPS
SMTH
Tags
ALPS
SMTH
SS&C
From
ETF Trends
Midstream Names Beat Expectations, Raise Guidance
August 08, 2024
Tickers
ALPS
AMLP
ENFR
Tags
ALPS
AMLP
SS&C
From
ETF Trends
This Active Bond ETF Has Stood Out Just Months After Launching
July 26, 2024
Tickers
ALPS
SMTH
Tags
ETF Building Blocks Channel
SS&C
SMTH
From
ETF Trends
This Investing Factor Could Be Key for Rate-Sensitive Small Caps
July 23, 2024
Tickers
ALPS
OUSM
Tags
SS&C
ETF Building Blocks Channel
OUSM
From
ETF Trends
Digging Into EQL’s Long Term ETF Performance
July 02, 2024
Tickers
ALPS
EQL
SPY
XLK
Tags
XLP
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SS&C
From
ETF Trends
Looking to Emerging Markets Equities? Go for Dividend Dogs
June 25, 2024
Tickers
ALPS
EDOG
Tags
ALPS
dividends
ETF Building Blocks Channel
From
ETF Trends
Energy Transition Could Support This ETF
June 24, 2024
Tickers
ALPS
ENFR
Tags
ALPS
ENFR
Alerian
From
ETF Trends
Big Pharma Has the Firepower for Biotech Deal-Making
June 14, 2024
Tickers
ALPS
SBIO
Tags
ETF Building Blocks Channel
SS&C
SBIO
From
ETF Trends
Companies Expected to Excel in 2024 Midstream Mid-Year Outlook
June 13, 2024
Tickers
ALPS
AMLP
ENFR
Tags
energy infrastructure channel
ENFR
AMLP
From
ETF Trends
Summer Travel Surge Could Boost This ETF
May 17, 2024
Tickers
ALPS
JRNY
Tags
JRNY
SS&C
ETF Building Blocks Channel
From
ETF Trends
For Midstream, It Pays to Have Natural Gas Storage
May 17, 2024
Tickers
ENFR
ET
GAS
KMI
Tags
natgas
energy infrastructure channel
midstream
From
ETF Trends
Using Real Estate to Buffer Against Inflation
May 14, 2024
Tickers
ALPS
REIT
Tags
ALPS
REIT
ETF Building Blocks Channel
From
ETF Trends
Don’t Miss Dividend Growth in Midstream
May 09, 2024
Tickers
ALPS
AMLP
ENFR
Tags
dividend
SS&C
midstream
From
ETF Trends
Midstream Can Weather Oil Price Volatility
May 02, 2024
Tickers
ALPS
AMLP
ENFR
Tags
SS&C
ALPS
midstream
From
ETF Trends
As Higher for Longer Hits, Go for Quality Dividends
April 30, 2024
Tickers
ALPS
OUSA
Tags
dividends
current income
SS&C
From
ETF Trends
AMLP Sees Continued Inflows in April
April 26, 2024
Tickers
ALPS
AMLP
Tags
energy infrastructure channel
SS&C
AMZI
From
ETF Trends
MLPs Prove Resilient to Q1 Natural Gas Price Declines
April 25, 2024
Tickers
ALPS
AMLP
ENFR
Tags
SS&C
ALPS
Natural Gas
From
ETF Trends
Think You Know REITs? Here’s the Real Story
April 11, 2024
Tickers
ALPS
REIT
Tags
SS&C
ETF Building Blocks Channel
REIT
From
ETF Trends
Popularity of REITs Could Be Positive for This ETF
February 21, 2024
Tickers
ALPS
REIT
Tags
ETF Building Blocks Channel
SS&C
ALPS
From
ETF Trends
Consider Dividends for European Equity Exposure
February 01, 2024
Tickers
ALPS
OEUR
Tags
ALPS
OEUR
SS&C
From
ETF Trends
The Stocks Driving Small-Cap ETF OUSM
January 19, 2024
Tickers
ALPS
LECO
OC
OUSM
Tags
WSM
SS&C
OUSM
From
ETF Trends
Active Core Bond ETF SMTH Sees Strong Flows
January 09, 2024
Tickers
ALPS
SMTH
Tags
SS&C
SMTH
ETF Building Blocks Channel
From
ETF Trends
Eye An Equal Weight ETF Approach to Start 2024
January 04, 2024
Tickers
ALPS
CASH
EQL
SPY
Tags
ALPS
cash
ETF Building Blocks Channel
From
ETF Trends
Core Plus Bond ETF SMTH Off to Strong Flows Start
December 15, 2023
Tickers
ALPS
SMTH
Tags
ETF Building Blocks Channel
SS&C
SMTH
From
ETF Trends
Small Caps to Benefit From Rate Cuts? Eye OUSM
November 27, 2023
Tickers
ALPS
OUSM
Tags
ALPS
OUSM
small cap investing
From
ETF Trends
As Actives Rise, Eye Active Growth ETF LGRO
November 10, 2023
Tickers
ALPS
LGRO
Tags
ALPS
Active Investing
LGRO
From
ETF Trends
As Rate Hikes Pause, Eye Disruptive Tech?
November 08, 2023
Tickers
AI
ALPS
DTEC
Tags
disruptive tech ETF
rising rates
ETF Building Blocks Channel
From
ETF Trends
Three Firms to Watch in Active Growth ETF LGRO
October 17, 2023
Tickers
ALPS
BLK
LGRO
LRCX
Tags
TSM
SS&C
uber
From
ETF Trends
Flows Into MLP ETF ‘AMLP’ Surged as Energy Commodities Advanced
September 06, 2023
Tickers
AMLP
Tags
AMLP
Alerian
SS&C
From
ETF Trends
Like Real Estate? Eye REIT Strategies RDOG, REIT
May 04, 2023
Tickers
ALPS
RDOG
REIT
VNQ
Tags
VNQ
SS&C
REIT
From
ETF Trends
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