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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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Silver Prices End March on a High Note
April 10, 2023
Tickers
GOLD
PHYS
PSLV
SILVER
Tags
gold/silver/critical minerals channel
Gold
PHYS
From
ETF Trends
Elon Musk Makes Plea to Mine More Nickel
April 05, 2023
Tickers
EVS
NIKL
Tags
Sprott
electric vehicles
Gold/Silver/Critical Minerals Channel
From
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With Banking Sector on Shaky Ground, Get Silver Exposure
April 03, 2023
Tickers
PSLV
SILVER
Tags
gold/silver/critical minerals channel
gold & silver investing channel
Silver
From
ETF Trends
Traders Are Placing Bets on Another Gold Rally
March 30, 2023
Tickers
GOLD
PHYS
SGDM
Tags
Gold/Silver/Critical Minerals Channel
Sprott
gold & silver investing channel
From
ETF Trends
An ETF to Consider as Nickel Will Play a Key Role in the Energy Transition
March 28, 2023
Tickers
NIKL
Tags
Sprott
gold & silver investing channel
gold/silver/critical minerals channel
From
ETF Trends
Shaky Banking Sector Pushes Gold Past $2,000
March 23, 2023
Tickers
GOLD
PHYS
SESG
SGDM
Tags
Sprott
gold & silver investing channel
SESG
From
ETF Trends
Sprott Launches Nickel Miners ETF
March 22, 2023
Tickers
LITP
NIKL
SETM
URNM
Tags
SETM
LITP
NIKL
From
ETF Trends
China Looks to Control Over 30% of Global Lithium Supply by 2025
March 21, 2023
Tickers
LITP
SETM
Tags
Lithium
SETM
LITP
From
ETF Trends
Fallout From Potential Banking Crisis Spurs Investors to Seek Gold
March 16, 2023
Tickers
GOLD
PHYS
SESG
Tags
Sprott
gold & silver investing channel
PHYS
From
ETF Trends
Gold Retreated in February, but Central Banks Bought More
March 14, 2023
Tickers
ESG
GOLD
PHYS
SESG
Tags
Sprott
gold & silver investing channel
SESG
From
ETF Trends
Weekly Asset Flows: There’s Gold in Those ETFs
March 08, 2023
Tickers
GLDM
GOLD
IAU
IJH
Tags
Commodities
IJH
Sprott
From
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Lithium Producer Sees Almost 800% Increase in Revenue Last Year
March 08, 2023
Tickers
LITP
SQM
Tags
Gold/Silver/Critical Minerals Channel
Sprott
Lithium
From
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Global Resurgence in Nuclear Power Can Spur This Fund Higher
March 02, 2023
Tickers
URNM
Tags
URNM
gold & silver investing channel
gold/silver/critical minerals channel
From
ETF Trends
China’s Influence Will Help Set the Stage for Energy Transition Materials
February 27, 2023
Tickers
SETM
Tags
gold/silver/critical minerals channel
gold & silver investing channel
energy transition materials
From
ETF Trends
Retreating Gold Prices is Ramping up Demand from China, India
February 23, 2023
Tickers
ESG
GOLD
PHYS
SESG
Tags
Sprott
Gold/Silver/Critical Minerals Channel
gold & silver investing channel
From
ETF Trends
Increased Pace in Energy Transition Materials Presents an Opportunity
February 21, 2023
Tickers
SETM
Tags
gold & silver investing channel
energy transition materials
SETM
From
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Uranium Market Shows Strength During Month of January
February 16, 2023
Tickers
URNM
Tags
gold/silver/critical minerals channel
gold & silver investing channel
URNM
From
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Inflation Report Could Sway Gold Prices Significantly
February 14, 2023
Tickers
ESG
GOLD
PHYS
SESG
Tags
Sprott
gold & silver investing channel
PHYS
From
ETF Trends
Rising Silver Prices Bode Well for Economic Growth
February 09, 2023
Tickers
PSLV
SILVER
Tags
PSLV
Sprott
interest rates
From
ETF Trends
Gold Prices Retreat on Jobs Data, but Upside Still Remains
February 07, 2023
Tickers
GOLD
PHYS
SESG
Tags
gold/silver/critical minerals channel
PHYS
Gold
From
ETF Trends
Sprott Launches 4 New ETFs Focused on Energy Transition Materials
February 02, 2023
Tickers
COPJ
LITP
SETM
URNJ
Tags
Sprott
gold & silver investing channel
New ETFs
From
ETF Trends
Not Since 1967 Have Central Banks Purchased This Much Gold
February 02, 2023
Tickers
ESG
GOLD
PHYS
SESG
Tags
Sprott
gold & silver investing channel
PHYS
From
ETF Trends
Gold Prices See 6 Weeks of Gains Amid Potential Headwinds
January 31, 2023
Tickers
GOLD
PHYS
SESG
SGDM
Tags
Sprott
gold & silver investing channel
SESG
From
ETF Trends
Technical Bullishness Drives Momentum for Recent Gold Gains
January 26, 2023
Tickers
GOLD
SGDM
Tags
gold & silver investing channel
SGDM
Gold
From
ETF Trends
Macroeconomic Backdrop Favors Higher Gold and Silver Prices
January 24, 2023
Tickers
GOLD
PHYS
PSLV
SILVER
Tags
Silver
gold & silver investing channel
PHYS
From
ETF Trends
Both Gold and Silver Look to Build on Early Price Rally
January 19, 2023
Tickers
GOLD
PHYS
PSLV
SILVER
Tags
PSLV
PHYS
Sprott
From
ETF Trends
Gold Was an Effective Hedge in 2022’s Down Market
January 12, 2023
Tickers
GOLD
PHYS
Tags
Gold & Silver Investing Channel
gold & silver technology channel
PHYS
From
ETF Trends
Powerful Platinum Pertinent in 2023 Commodities Conversation
January 11, 2023
Tickers
PGM
PLTM
PPLT
SPPP
Tags
PGM
GraniteShares
abrdn
From
ETF Trends
Analysts Are Forecasting Record Highs for Gold This Year
January 10, 2023
Tickers
GOLD
PHYS
SGDM
Tags
gold & silver investing channel
gold prices
Sprott
From
ETF Trends
China ETFs Lead the Way in This Week’s Top Performing ETFs
January 09, 2023
Tickers
CHIC
CHIR
CHNA
EWEB
Tags
Valkyrie
PGJ
KraneShares
From
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