Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Articles
Contrarian Notes Blog
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
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about U/S/ Bank
Recent news which mentions U/S/ Bank
Daily Digest: Millennium Tower's underwater sales, John Fisher looking for Earthquakes buyer
June 18, 2025
Tags
Oakland Athletics
Meta Platforms Inc/
Sports Business
From
Business Journals
Love Free Food At Airports? These Five Credit Cards Unlock Airport Lounges Around The World
May 05, 2024
Tags
Benzinga
travel
Chase Sapphire Reserve
From
Benzinga
Missouri Employees Light Up St. Louis Community for a Good Cause
December 19, 2022
Tickers
USB
Tags
St/ Patrick Center
NYSE: USB
U/S/ Bank
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Six Reasons to #GiveTime This Holiday Season With Volunteering
December 15, 2022
Tickers
USB
Tags
Social Impact & Volunteering
GivingTuesday
NYSE:USB
From
3BL Media: Corporate Social Responsibility, Energy and Health News
From Cuba to Kentucky, a U.S. Bank Employee Celebrates Her Citizenship
December 13, 2022
Tickers
USB
Tags
Responsible Business & Employee Engagement
U/S/ Bank
U/S/ Bank Hopkinsville
From
3BL Media: Corporate Social Responsibility, Energy and Health News
EXCLUSIVE: Crypto Contagion Infects Fintech — But It's Apples And Oranges, Symbiont CEO Says
December 08, 2022
Tickers
TECH
Tags
Cryptocurrency
After/Hours Center
Mark Smith
From
Benzinga
U.S. Bank Celebrates Five Years of Girls Who Code Partnership
December 08, 2022
Tickers
USB
Tags
Real Good Podcast
Diversity & Inclusion
NYSE: USB
From
3BL Media: Corporate Social Responsibility, Energy and Health News
U.S. Bancorp deal; Eagle Rock Properties acquisition: The National Observer Dec. 6, 2022
December 06, 2022
Tags
U/S/ Bancorp
Salesforce Inc/
Slack Technologies Inc/
From
Business Journals
U.S. Bank Expands Leadership in Environmental Financing With Solar Debt Launch
December 05, 2022
Tickers
USB
Tags
Environment
Sustainable Finance & Socially Responsible Investment
U/S/ Bank
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Partnership With 'Hiring Our Heroes' Helps Build U.S. Bank Workforce
November 15, 2022
Tickers
USB
Tags
Responsible Business & Employee Engagement
US Marine Corps
U/S/ Bank
From
3BL Media: Corporate Social Responsibility, Energy and Health News
U.S. Bank Climbs to No. 7 on Military Times 'Best for Vets' Employer List
November 11, 2022
Tickers
USB
Tags
NYSE:USB
U/S/ Bank
Military Times
From
3BL Media: Corporate Social Responsibility, Energy and Health News
U.S. Bank Exec Honored for 'Forging Remarkable Career' After Serving in Navy
November 09, 2022
Tickers
DEI
USB
Tags
Responsible Business & Employee Engagement
U/S/ Bank
navy
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Superhero-Inspired Support of Unstructured Play in San Diego
November 07, 2022
Tickers
USB
Tags
U/S/ Bank
Philanthropy & Cause Initiatives
Responsible Business & Employee Engagement
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Partnership Aims To Build Wealth in the Waterloo-Cedar Falls Black Community
November 04, 2022
Tickers
USB
Tags
Sustainable Finance & Socially Responsible Investment
24/7 Blac
Diversity & Inclusion
From
3BL Media: Corporate Social Responsibility, Energy and Health News
U.S. Bank Named One of the 100 Best Companies for Working Parents
November 01, 2022
Tickers
USB
Tags
Responsible Business & Employee Engagement
100 Best Companies for Working Parents
Responsible Employer
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Loretta E. Reynolds Joins U.S. Bancorp Board of Directors
October 28, 2022
Tickers
USB
Tags
U/S/ Bank Board of Directors
Loretta Reynolds
Responsible Business & Employee Engagement
From
3BL Media: Corporate Social Responsibility, Energy and Health News
'Shifting the Narrative' Around People With Disabilities
October 27, 2022
Tickers
USB
Tags
Diversity & Inclusion
diversity
NYSE: USB
From
3BL Media: Corporate Social Responsibility, Energy and Health News
American Banker Names U.S. Bank Leaders to 2022 Most Powerful Women in Banking
October 21, 2022
Tickers
USB
Tags
Gunjan Kedia
U/S/ Bank
2022 Most Powerful Women in Banking
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Why One Banker Is on a Personal Mission To Prevent Elder Fraud
October 19, 2022
Tickers
USB
Tags
NYSE: USB
Elder Fraud
Responsible Business & Employee Engagement
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Health care company Mobe names Mike Ott as CEO
August 23, 2022
Tickers
INNO
Tags
Technology
Inno
Chris Conin
From
Business Journals
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.