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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Latest News about SVB Financial Group
Recent news which mentions SVB Financial Group
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Cathie Wood Issues Fed A Warning Over SVB Failure, Touts Crypto: 'Not Surprised That #BTC and #ETH Appreciated'
March 13, 2023
Tickers
SIVB
Tags
Top Stories
SIVB
Market News
From
Benzinga
Report: SVB gave annual bonuses hours before bank shut down
March 13, 2023
Tags
Career & Workplace
Banking & Financial Services
SVB Financial Group
From
Business Journals
Charles Schwab shares head for worst day ever, drop 20% as fears of banking crisis deepen
March 13, 2023
Tags
SVB Financial Group
Breaking News: Investing
Investment strategy
From
CNBC.com News
Silicon Valley Bank UK sold for just over $1, but no word on US auction
March 13, 2023
Tags
Technology
SVB Financial Group
Startups
From
Business Journals
Silicon Valley's 'greed and avarice' have 'finally come home to roost' in SVB collapse, trader says
March 13, 2023
Tags
Banks
U/S/ Markets
Inflation
From
CNBC.com News
5 things to know before the stock market opens Monday
March 13, 2023
Tags
Investing
First Republic Bank
Economy
From
CNBC.com News
Stablecoin USDC nearly regains $1 peg after Circle says $3.3 billion held with SVB will be available
March 13, 2023
Tags
SVB Financial Group
Finance
Economy
From
CNBC.com News
Fintech Stock Plunges 15% In A Day Amid SVB Fallout — Analyst Says Time To Buy
March 13, 2023
Tickers
BILL
SIVB
TECH
Tags
Tech
BILL
Analyst Ratings
From
Benzinga
Nasdaq Futures Climb Solidly After Past Week's Rout: Analyst Flags Key S&P 500 Support To Stay Above October Lows
March 13, 2023
Tickers
AMGN
FRC
HSBC
ILMN
Tags
Futures
S&P 500
Top Stories
From
Benzinga
First Republic drops 70%, leads decline in bank stocks despite government's backstop of SVB
March 13, 2023
Tags
Bank of America Corp
JPMorgan Chase & Co
First Republic Bank
From
CNBC.com News
Tech Sector Faces 'Historic Black Eye Moment:' Analyst Sees 'Major Ripple Impacts' Following SVB Implosion
March 13, 2023
Tickers
ROKU
SVB
Tags
Benzinga
SVB Financial Group
Analyst Ratings
From
Benzinga
Republican Hopeful Vivek Ramaswamy Says Government's SVB Rescue Plan Incentivizes Greater Risk Taking By Banks, Depositors
March 13, 2023
Tickers
SVB
Tags
Market News
News
Vivek Ramaswamy
From
Benzinga
Bitcoin jumps 10% with crypto market topping $1 trillion as U.S. creates backstop for SVB depositors
March 13, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Bitcoin
Venture Capital
bitcoin
From
CNBC.com News
Bill Ackman says U.S. did the 'right thing' in protecting SVB depositors. Not everyone agrees
March 13, 2023
Tags
Finance
Central banking
Wall Street
From
CNBC.com News
SVB fallout: Triangle VCs, entrepreneurs signal relief as feds move to protect depositors
March 13, 2023
Tickers
INNO
Tags
Silicon Valley Bank
Scot Wingo
Startups
From
Business Journals
Bill Ackman Says Government Response To SVB Collapse Not Bailout: 'People Who Screwed Up Will Bear The Consequences'
March 13, 2023
Tickers
SVB
Tags
News
Top Stories
Market News
From
Benzinga
CNBC Daily Open: What SVB means for markets
March 13, 2023
Tickers
JOBS
Tags
Banks
Regional Banks
Daily Open
From
CNBC.com News
Wall Street — not taxpayers — will pay for the SVB and Signature deposit relief plans
March 12, 2023
Tags
Banks
Breaking News: Politics
Wall Street
From
CNBC.com News
Silicon Valley Bank signed exclusive banking deals with some clients, leaving them unable to diversify
March 12, 2023
Tags
SVB Financial Group
DocuSign Inc
Wells Fargo & Co
From
CNBC.com News
CNBC Daily Open: What Silicon Valley Bank means for markets
March 12, 2023
Tickers
JOBS
Tags
Regional Banks
Banks
Daily Open
From
CNBC.com News
Portland CEO on SVB: 'You never think about your bank failing'
March 12, 2023
Tickers
INNO
Tags
Lazarus 3D
Inno
Venture capital
From
Business Journals
SVB's tech failings were a problem long before the bank run that led to its demise, critics say
March 12, 2023
Tags
SVB Financial Group
Energy
Crypto
From
CNBC.com News
Here's the latest on Silicon Valley Bank
March 12, 2023
Tags
Technology
Startups
Banking & Financial Services
From
Business Journals
PNC decides not to bid on Silicon Valley Bank as regulators struggle to find rescue buyers
March 12, 2023
Tags
Investing
U/S/ Markets
Finance
From
CNBC.com News
Over 100 Investors Unite And Sign Statement In Support Of 'Trusted And Long-Time Partner' Silicon Valley Bank
March 12, 2023
Tickers
SIVB
Tags
Benzinga
SVB Financial Group
Sequoia Capital
From
Benzinga
FDIC Reportedly Holds Auction For Silicon Valley Bank With Final Bids Due By Sunday
March 12, 2023
Tickers
SIVB
Tags
Global
Silicon Valley Bank
Federal Deposit Insurance Corp
From
Benzinga
The wrong kind of disruption: SVB collapse forces startups, VCs to scramble during SXSW
March 12, 2023
Tickers
INNO
Tags
Startups
Joe Lonsdale
Banking & Financial Services
From
Business Journals
FDIC, Fed Discussing Creation Of Fund To Backstop Deposits If More Banks Fail Following SVB Collapse: Report
March 12, 2023
Tickers
SIVB
Tags
Market News
SIVB
Top Stories
From
Benzinga
Home Depot Co-Founder Urges Americans To 'Wake Up' Following SVB Collapse, Says Recession May Be Here Already
March 12, 2023
Tickers
HD
SIVB
Tags
Bernie Marcus
Benzinga
SVB Financial Group
From
Benzinga
Silicon Valley Bank Employees Offered 45 Days Of Employment At 1.5 Times Pay Following Collapse
March 12, 2023
Tickers
SIVB
Tags
Short Sellers
Silicon Valley Bank
Global
From
Benzinga
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