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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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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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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PINCHO Unveils New Birria Burger for A Limited Time
September 07, 2023
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Press Release
Savory Fund
Pincho
From
Press Release – RestaurantNews.com
Swig Signs a Remarkable 250 Franchise Units in Six Short Months
August 24, 2023
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Press Release
Savory Fund
Swig
From
Press Release – RestaurantNews.com
R&R BBQ To Host School Supply Drive for 25 Schools Across Utah and Idaho
August 17, 2023
Tickers
BBQ
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From
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Via 313 to Celebrate New Location in Kyle
August 08, 2023
Tags
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Savory Fund
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From
Press Release – RestaurantNews.com
Mo’ Bettahs Brings Taste of Hawai’i to Even More of DFW
August 07, 2023
Tags
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restaurant news
restaurant
From
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The Crack Shack Soars With 10th Culinary Coop
July 12, 2023
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fast/casual chicken
Savory Fund
restaurant news
From
Press Release – RestaurantNews.com
Mo’ Bettahs Brings Taste of Hawaii to Saratoga Springs
June 27, 2023
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restaurant news
From
Press Release – RestaurantNews.com
Via 313 Heats Up With Arizona Debut
June 22, 2023
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Tempe
Savory Fund
From
Press Release – RestaurantNews.com
PINCHO Brings Iconic Miami Flavors to Texas with Cypress Grand Opening
June 20, 2023
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Pincho
restaurant
restaurant news
From
Press Release – RestaurantNews.com
Savory Fund To Host 5th Annual Restaurantology Conference – By Operators, for Operators
June 07, 2023
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Savory Fund
Restaurantology Summit
Press Release
From
Press Release – RestaurantNews.com
PINCHO Exports Miami to Houston with Cypress Debut
May 17, 2023
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Savory Fund
Pincho
From
Press Release – RestaurantNews.com
Mo’ Bettahs Lands Endorsement Deal With Golf Superstar Tony Finau
May 10, 2023
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Press Release
Mo' Bettahs Hawaiian Style Restaurant
Savory Fund
From
Press Release – RestaurantNews.com
Via 313 Brings Detroit-Style Pizza to Bee Cave
May 04, 2023
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pizza
Savory Fund
restaurant
From
Press Release – RestaurantNews.com
Mo’ Bettahs to Bring Even More Aloha Spirit to Kansas City
April 25, 2023
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Mo' Bettahs Hawaiian Style Restaurant
Savory Fund
restaurant news
From
Press Release – RestaurantNews.com
Swig To Celebrate 50th Store With 50 Cent Drinks and 50 Cent Cookies Systemwide
April 17, 2023
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restaurant news
Larry H/ Miller Company
restaurant
From
Press Release – RestaurantNews.com
Mo’ Bettahs Celebrates Opening of New Restaurant in Lee’s Summit
April 05, 2023
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restaurant
Mercato Partners Fund
restaurant news
From
Press Release – RestaurantNews.com
Mo’ Bettahs Shares Even More Aloha with New Lee’s Summit Restaurant
March 23, 2023
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Press Release
Savory Fund
Mo' Bettahs Hawaiian Style Restaurant
From
Press Release – RestaurantNews.com
Mo’ Bettahs Celebrates Landmark 40th Location Opening in Edmond
February 22, 2023
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Press Release
restaurant news
Mercato Partners Fund
From
Press Release – RestaurantNews.com
PINCHO Partners With Actual Veggies To Give Its Vegetarian Burger a Glow Up
February 15, 2023
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Press Release
Savory Fund
Pincho
From
Press Release – RestaurantNews.com
Swig’s ‘Share the Love’ Campaign Sets Out To Raise $50,000 for Local Charities
February 13, 2023
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Press Release
restaurant news
Larry H/ Miller Company
From
Press Release – RestaurantNews.com
Swig Names Geoffrey Alter Director of Supply Chain
January 30, 2023
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Press Release
restaurant news
Larry H/ Miller Company
From
Press Release – RestaurantNews.com
Edmond Gets a Little More Dirty With a New Swig
January 23, 2023
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Press Release
Savory Fund
restaurant
From
Press Release – RestaurantNews.com
Hash Kitchen Building Momentum With Newest Arizona Opening Since Partnering With Savory Fund
January 17, 2023
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Savory Fund
restaurant
From
Press Release – RestaurantNews.com
Via 313 Holds Grand Opening at Culebra Commons
January 09, 2023
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pizza
From
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Savory Fund Adds 6,100 Employees in 2022, Projects 11,000 Additional Jobs in 2023
December 20, 2022
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The Sicilian Butcher
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From
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Via 313 Celebrates Opening of New Round Rock Location
December 08, 2022
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From
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Swig Announces Newest DFW Opening in Blue Mound
December 07, 2022
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Swig
From
Press Release – RestaurantNews.com
Via 313 Looking for Pizza Enthusiasts to Join Its Round Rock Team
November 29, 2022
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Savory Fund
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From
Press Release – RestaurantNews.com
The Larry H. Miller Company Acquires Majority Stake in Nationally Expanding Swig
November 22, 2022
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Savory Fund
Swig
From
Press Release – RestaurantNews.com
Via 313 Pizzeria Welcomes Ray Risley as CEO
November 01, 2022
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Savory Fund
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