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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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Latest News about SVB Financial Group
Recent news which mentions SVB Financial Group
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California financial regulator says it won't release any more Silicon Valley Bank records
March 22, 2023
Tags
Banking & Financial Services
Venture capital
Government & Regulations
From
Business Journals
If you like big banks, there's an ETF for that.
March 22, 2023
Tags
U/S/ Markets
Bank of America Corp
Goldman Sachs Group Inc
From
CNBC.com News
Gold prices could notch an all-time high soon — and stay there
March 22, 2023
Tickers
GOLD
SILVER
Tags
U/S/ Economy
Futures & Commodities
Commodity markets
From
CNBC.com News
In bankruptcy, Silicon Valley Bank's parent company says it has no employees
March 21, 2023
Tags
Banking & Financial Services
Human Resources
Career & Workplace
From
Business Journals
Bankruptcy court starts sorting out SVB Financial Group's $2B in tangled finances
March 21, 2023
Tickers
INNO
Tags
Startups
Technology
SVB Financial Group
From
Business Journals
How potential First Citizens-SVB deal could propel 'Silicon Valley of the South'
March 21, 2023
Tickers
INNO
Tags
Startups
First Citizens Bancshares Inc/
Government & Regulations
From
Business Journals
Amazon plans another round of layoffs; Rowan University eyes community colleges for expansion: The National Observer March 21, 2023
March 21, 2023
Tags
Commercial Real Estate
New York Community Bancorp Inc/
The National Observer
From
Business Journals
The Fed is likely to hike rates by a quarter point but it must also reassure it can contain a banking crisis
March 21, 2023
Tags
First Republic Bank
JPMorgan Chase & Co
Stock markets
From
CNBC.com News
Op-ed: ESG investing and 2018 change in bank laws didn't cause Silicon Valley Bank to collapse, says former Sen. Heitkamp
March 21, 2023
Tags
The Fed
Congress
Economy
From
CNBC.com News
SVB Financial seeks bankruptcy court help amid 'significant interest' from buyers
March 20, 2023
Tags
Banking & Financial Services
Mergers and Acquisitions
SVB Financial Group
From
Business Journals
FDIC is delaying the deadline for Silicon Valley Bank bids and now plans to split it up
March 19, 2023
Tags
Banking & Financial Services
SVB Financial Group
Government & Regulations
From
Business Journals
'Be mindful of your risk': Money manager tackles Silicon Valley Bank fallout on ETFs
March 18, 2023
Tags
Financials
Interest Rates
Finance
From
CNBC.com News
House committee calls Fed, FDIC officials to testify in its first hearing on bank failures
March 17, 2023
Tags
Policy
Signature Bank
Politics
From
CNBC.com News
SVB CEO Greg Becker was spotted in Hawaii, far from the fray of the failure of his bank
March 17, 2023
Tags
Technology
Startups
SVB Financial Group
From
Business Journals
Why bank runs like the SVB collapse happen: 'It's like a mass delusion that becomes a reality'
March 17, 2023
Tags
Make It
SVB Financial Group
Make It / Money
From
CNBC.com News
SVB failure's impact on CRE; First Republic buyout: The National Observer March 17, 2023
March 17, 2023
Tags
Lance Mobley
National
Silicon Valley Bank
From
Business Journals
SVB Financial seeks bankruptcy protection as it moves to sell non-bank units
March 17, 2023
Tags
Startups
Technology
SVB Financial Group
From
Business Journals
Jim Cramer says the banking crisis is fighting inflation for Powell and the Fed
March 16, 2023
Tags
Stock Picks
First Republic Bank
Investment Strategy
From
CNBC.com News
Lessons from SVB, Signature Bank; Lennar Corp. cuts price to sell houses: The National Observer March 16, 2023
March 16, 2023
Tags
Amazon/com Inc/
National
Silicon Valley Bank
From
Business Journals
Silicon Valley Bank ex-CEO backed Big Tech lobbying groups that targeted Dodd Frank, sought corporate tax cuts
March 16, 2023
Tags
Signature Bank
Politics
Technology
From
CNBC.com News
Questions swirl around Silicon Valley Bank sale ahead of Friday auction deadline
March 16, 2023
Tags
Venture capital
Banking & Financial Services
Private equity
From
Business Journals
How Silicon Valley Bank's collapse affected local tech companies Humanly.io, ReviverMX
March 16, 2023
Tickers
INNO
Tags
Silicon Valley Bank
Startups
Technology
From
Business Journals
HSBC bought Silicon Valley Bank UK in record time — here's how events unfolded
March 16, 2023
Tickers
CEO
CEOS
Tags
SVB Financial Group
CEO
HSBC Holdings PLC
From
CNBC.com News
A recession could come sooner on cooling bank lending
March 15, 2023
Tags
PacWest Bancorp
Interest Rates
The Fed
From
CNBC.com News
In client call, SVB's new CEO focuses on keeping the firm's venture and startup relationships alive
March 15, 2023
Tags
SVB Financial Group
Breaking news
Technology
From
CNBC.com News
Silicon Valley Bank seizure leaves a massive hole — and a large opportunity — in the world of climate finance
March 15, 2023
Tags
Start/ups
Start/up
Venture Capital
From
CNBC.com News
'Go-to place to get liquidity': ETF efficiency amid the SVB collapse
March 15, 2023
Tags
Stock markets
stocks
Markets
From
CNBC.com News
Stocks making the biggest moves midday: Credit Suisse, First Republic Bank, Halliburton and more
March 15, 2023
Tags
Marathon Oil Corp
Diamondback Energy Inc
APA Corp (US)
From
CNBC.com News
What SVB means for FDIC limits; Southwest CEO on what's next: The National Observer March 15, 2023
March 15, 2023
Tags
The National Observer
Silver Lake
SVB Financial Group
From
Business Journals
VC group calls for return to Silicon Valley Bank amid FDIC control
March 15, 2023
Tags
Venture capital
FIRST REPUBLIC BANK
Webster Financial Corporation
From
Business Journals
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