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home
about us
Investment Approach
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Form CRS
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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
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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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Client Information
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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
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
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Rio Tinto Reports Strong First Half With Major Gains In Iron Ore, Bauxite, Copper, Lithium Production
July 16, 2024
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July 05, 2024
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$1000 Invested In This Stock 5 Years Ago Would Be Worth $2,100 Today
June 25, 2024
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$1000 Invested In Teck Resources 5 Years Ago Would Be Worth This Much Today
June 10, 2024
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June 09, 2024
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May 30, 2024
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GLCNF
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Copper To $40,000 A Tonne, Says Hedge Fund Titan Pierre Andurand: What ETF Investors Should Watch
May 27, 2024
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TECK Stock Earnings: Teck Resources Misses EPS, Misses Revenue for Q1 2024
April 25, 2024
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Freeport-McMoRan Vs. Teck Resources — Which Copper Stock Has More Upside?
April 17, 2024
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The Next Commodity Supercycle? 3 Top Copper Stocks to Buy Now
April 15, 2024
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April 09, 2024
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Copper Kings: 3 Stocks to Profit From the Conductive Metal Boom
April 09, 2024
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Will Copper Reach $10,000? 'An Essential Metal That Faces An Uncertain Future'
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March 28, 2024
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Global Mining Industry Faces 'Trust Deficit' Despite Being Asked To Produce More Metals For Energy Transition
March 23, 2024
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Investors Push For Glencore To Keep Coal Assets Despite Rising Emissions
March 22, 2024
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Cleanup Costs For Teck's Elk Valley Mining, May Slow $9B Asset Sale To Glencore, Wildsight Reports
March 19, 2024
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As AI Continues To Dominate Headlines, Copper's Critical Role Comes Into Focus
March 15, 2024
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Teck Resources Achieves Record Copper Production, Targets To Close Glencore Deal By Q3
February 23, 2024
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Earnings Scheduled For February 22, 2024
February 22, 2024
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Teck Resources's Earnings Outlook
February 21, 2024
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Mining Milestone: Peru Gives Nod To Expansion Of Key Copper, Zinc Mine
February 19, 2024
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From
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8 Analysts Have This to Say About Teck Resources
December 07, 2023
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Silent Winners: 7 Low-Buzz Stocks With High Potential
December 03, 2023
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November 16, 2023
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November 16, 2023
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