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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
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Latest News about Toastique
Recent news which mentions Toastique
Toastique Expands to Greater Philadelphia With Summer 2025 Opening in Newtown Square
June 10, 2025
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Toastique Expands Further in Greater Los Angeles With Multiple Locations Launching This Year
May 27, 2025
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Toastique To Open First Cleveland Location at Orange Village’s Pinecrest This Summer
May 22, 2025
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Toastique Expands in Midwest With Summer 2025 Opening in Rapid City
May 13, 2025
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Toastique To Open First El Paso, TX Location in Spring 2025
April 01, 2025
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Toastique Set To Expand to Laredo, TX in Spring of 2025
March 20, 2025
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Toastique Marks Exciting NYC Expansion With Opening of First Manhattan Location in 2025
January 22, 2025
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Toastique To Make Its Minnesota Debut With First Twin Cities Location To Open Fall 2024
October 17, 2024
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Toastique Plans Further Expansion in Texas With Flower Mound Location This Fall
October 15, 2024
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Toastique Expands to Northern California With First Bay Area Location Opening This Fall
October 03, 2024
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Toastique To Open in Ridgewood, New Jersey This Fall 2024
September 24, 2024
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Toastique Expands Further Into California With Los Angeles Opening This Summer
July 24, 2024
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Toastique To Open in Kansas This Fall With Its First Location in Wichita
July 16, 2024
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Toastique Expands to Michigan With First Ann Arbor Location Opening This Summer
June 12, 2024
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Toastique Announces Entry Into North Carolina With Charlotte Opening Next Month
May 21, 2024
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Toastique to Debut First Texas Location With Grand Opening in Addison on Feb. 10
January 30, 2024
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From
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Gourmet Toast, Juice and Smoothie Franchise Toastique to Celebrate Grand Opening in Tampa on October 28th
October 11, 2023
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From
Press Release – RestaurantNews.com
Gourmet Toast, Juice and Smoothie Franchise Toastique Celebrated Grand Opening of First CA Location on Balboa Island in Newport Beach on September 16th
September 22, 2023
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From
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Toastique to Debut First Location in California With Grand Opening on Sept. 16
September 06, 2023
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Gourmet Toast and Juice Bar, Toastique, To Open First California Location
August 29, 2023
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Toastique Launches New Be Well Juice Cleanses Direct to Consumers
August 28, 2023
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Toastique Wraps Up First Half of 2023 With 5 New Openings, 27 Signings and Several Exciting Markets Entered
July 24, 2023
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Gourmet Toast, Juice and Smoothie Concept Toastique to Celebrate Grand Opening in Colorado Springs Beginning on February 4
January 23, 2023
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From
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