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home
about us
Investment Approach
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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
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Event Schedule
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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
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Recent news which mentions Shipping & Logistics
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Charlotte startup Craftom helps companies buy, ship enterprise products via one platform
April 05, 2023
Tickers
INNO
Tags
Shipping & Logistics
Caleb Musser
Inno
From
Business Journals
San Francisco delivery app Popcorn flips model upside down, changes name to Feed
April 04, 2023
Tickers
INNO
Tags
Technology
Inno
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From
Business Journals
New-to-Texas 3PL company eats up 200K square feet of warehouse space in Kyle
April 04, 2023
Tags
Shipping & Logistics
Logistics & Transportation
Commercial Real Estate
From
Business Journals
New CEO named for fast-growing Atlanta startup Verusen
March 30, 2023
Tickers
INNO
Tags
Shipping & Logistics
Startups
Technology
From
Business Journals
Denver logistics startup exits stealth with $4.5M raise
March 28, 2023
Tickers
INNO
Tags
Retailing
Kyle Bertin
Shipping & Logistics
From
Business Journals
Central Ohio's Coolest Offices: ODW Logistics says its home base is the region's best
March 28, 2023
Tickers
INNO
Tags
Manufacturing
Commercial Real Estate
Shipping & Logistics
From
Business Journals
DHL will shutter St. Louis facility, move work and jobs to Kansas City
March 27, 2023
Tags
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Logistics & Transportation
From
Business Journals
City Rent a Truck adds office in Houston, the Kansas City company’s fifth location
March 27, 2023
Tags
Jeff Schuetz
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Shipping & Logistics
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Business Journals
Atlanta startup ketteQ preps for global expansion after investment
March 24, 2023
Tickers
INNO
Tags
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Shipping & Logistics
Mike Landry
From
Business Journals
Former MLB player now leads Atlanta logistics startup
March 22, 2023
Tickers
INNO
Tags
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Inno
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From
Business Journals
Seegrid's new warehouse robots can now work together autonomously
March 20, 2023
Tickers
INNO
Tags
Shipping & Logistics
Seegrid
David Griffin
From
Business Journals
Dayton drone company secures $250,000 out-of-state investment
March 20, 2023
Tickers
INNO
Tags
Beth Flippo
Technology
Inno
From
Business Journals
Big Joe Forklifts' first autonomous pallet mover powered by tech from Pittsburgh-based Thoro.ai
March 20, 2023
Tickers
INNO
Tags
Shipping & Logistics
Technology
Inno
From
Business Journals
Leadership team for new Canadian Pacific Kansas City heavy with CP executives
March 17, 2023
Tags
Nadeem Velani
Warren Erdman
Logistics & Transportation
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Business Journals
BREAKING: Kansas City Southern, Americo may expand railroad's offices
March 16, 2023
Tags
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Brian Platt
From
Business Journals
Memphis Inno Startups to Watch: S+V Technologies
March 15, 2023
Tickers
INNO
Tags
Aly Hancock
Mike Rude
Inno
From
Business Journals
BREAKING: Regulator approves Canadian Pacific merger with Kansas City Southern
March 15, 2023
Tags
Logistics & Transportation
Shipping & Logistics
Keith Creel
From
Business Journals
Qualle raises $1.5 million round of funding
March 08, 2023
Tickers
INNO
Tags
Shipping & Logistics
Inno
Tyler Sellers
From
Business Journals
CMU president Farnam Jahanian named to President Biden's export council
February 28, 2023
Tags
Shipping & Logistics
Government & Regulations
From
Business Journals
Former Kansas City Southern CEO Starling — and current voting trustee — dies at 73
February 27, 2023
Tags
Patrick Ottensmeyer
Human Resources
Kansas City Southern
From
Business Journals
Stan Silverman: Does Norfolk Southern consider derailment avoidance a mission critical imperative?
February 26, 2023
Tags
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Logistics & Transportation
Shipping & Logistics
From
Business Journals
Rapid delivery startup Food Rocket leaves Chicago for Charlotte
February 22, 2023
Tickers
INNO
Tags
Inno
Technology
Food & Lifestyle
From
Business Journals
Rapid delivery startup Food Rocket leaves San Francisco for Charlotte
February 22, 2023
Tickers
INNO
Tags
Food & Lifestyle
Shipping & Logistics
Inno
From
Business Journals
UNF expands transportation and logistics program with new hire and more courses
February 22, 2023
Tags
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Education
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Business Journals
FedEx works with Blockchain Research Institute/INSEAD to launch new series of courses
February 16, 2023
Tickers
INNO
Tags
FedEx Corp/
Transportation
FedEx Corporation
From
Business Journals
Backlogs grow as Wabtec prepares to start shipping its battery-electric locomotives before end of 2023
February 15, 2023
Tickers
INNO
Tags
Logistics & Transportation
Shipping & Logistics
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From
Business Journals
UPS to cut staff amid softening demand, report says
February 15, 2023
Tags
Sean O’Brien
Shipping & Logistics
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From
Business Journals
SEC charges former CEO of Dallas-based Slync with fraud in $67 million offering
February 14, 2023
Tags
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Government & Regulations
From
Business Journals
Locomation demos its autonomous trucks as it preps for pilot launch
February 09, 2023
Tickers
INNO
Tags
Automotive
Locomation Inc/
Inno
From
Business Journals
Saia opens 140-door terminal in Edwardsville
February 08, 2023
Tags
Saia Inc/
Transportation
Logistics & Transportation
From
Business Journals
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