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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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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QuantumScape Warning: Don’t Fall for the QS Stock Rally. There’s Danger Ahead.
July 07, 2023
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The EV Future Is Getting Shaped By The Power Of Strategic Alliances
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Outpacing Tesla? Why Li Auto Stock Should Be on Your Radar.
July 06, 2023
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GM Takes On Tesla's Powerwall With 3 EV-To-Home Power Solution Bundles
July 06, 2023
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TM
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Is Toyota Ready To Take On Tesla For Electric Vehicle Lead? 'I Don't Know If Love Can Beat Tesla'
July 05, 2023
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F
GM
STLA
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Akio Toyoda
EVs
GM
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Why Is NIO Stock Heating Up Today?
July 05, 2023
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NIO
TM
VWAGY
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TM
NIO
NYSE:NIO,OTCMKTS:VWAGY,NYSE:TM
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Toyota Motor North America Records US Sales Increase Of 14.9% In June
July 05, 2023
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10 top used sedan models for a $20K budget
July 05, 2023
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It’s faster, more powerful, sleek and sculpted: It’s the 2023 Toyota Prius, transformed
July 05, 2023
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Tesla, Bank OZK And 3 Stocks To Watch Heading Into Wednesday
July 05, 2023
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Polestar Credits Toyota, Tesla For Rebirth Of EVs In 21st Century: 'Next Phase Of The Hero's Journey'
July 05, 2023
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TM
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Takeshi Uchiyamada
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Toyota Announces EV Battery Breakthrough It Says Could Halve Cost, Size
July 04, 2023
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LI Stock Alert: Don’t Miss This Hidden Risk With Li Auto
July 03, 2023
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July 03, 2023
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This Is My Top Stock to Buy In July (and It's Not Even Close)
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June 30, 2023
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Friday's ETF Winners And Losers: Large-Cap Returns - XLE Gains 3.5% On The Week
June 30, 2023
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Don’t Fall For It! 3 Overhyped Battery Stocks to Avoid
June 30, 2023
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Why Joby Aviation Jumped 58% This Week
June 30, 2023
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DAL
JOBY
SKM
TM
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SKM
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Market News
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Joby Aviation stock extends rally after fresh $100 million investment
June 29, 2023
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JOBY
SKM
SPX
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JP:7203
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Costco Goes Netflix Way To Stop Sharing Of Subscriptions, Satya Nadella Wants To Ditch Console Exclusives, Investors Cheer Rite Aid Q1 Performance: Today's Top Stories
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Toyota Posts 10% Sales Growth In May Boosted By Improved Supply Chain Logistics
June 29, 2023
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TM
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TM
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Markets
From
Benzinga
The 2023 Kia Sorento Hybrid offers great fuel economy with plenty of safety features and lively performance
June 29, 2023
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TM
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TM
KR:000270
F
From
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FAA Sends Joby Aviation (JOBY) Stock Soaring 30%
June 28, 2023
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EVTL
JOBY
TM
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Market News
Today's Market
EVTL
From
InvestorPlace
Joby Aviation’s stock takes off after maker of electric air taxis gets one step closer to commercial flights
June 28, 2023
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JOBY
SPX
TM
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JP:7203
JOBY
TM
From
MarketWatch
Why Joby Aviation Led eVTOL Stocks Higher Wednesday
June 28, 2023
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ACHR
BLDE
DAL
EVTL
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Cyberattacks On Microsoft Tied to Russian Interests, Chip Stocks Nvidia, AMD Fall, United CEO Blames FAA As Storms Disrupt Flights: Today's Top Stories
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