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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
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
Featured Articles
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Bank Stocks Rally As Yellen Backs US Banking System, Reports Surface Of Treasury Talks For Wider Deposit Backstop
March 21, 2023
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CUBI
FRC
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March 21, 2023
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March 21, 2023
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PACW
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March 20, 2023
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The 5 Things You Must Know From This Week’s Banking Crisis
March 20, 2023
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First Republic, PacWest, and Western Alliance Have Sold Off Intensely. Are Any of These Stocks a Buy?
March 20, 2023
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PACW
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March 20, 2023
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Pacific West says it has ‘solid liquidity’ with $10.8 billion in available cash Friday
March 17, 2023
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SCHW
WAL
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PACW
From
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12 Financials Stocks Moving In Friday's Intraday Session
March 17, 2023
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BNKD
COIN
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Benzinga
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Why Baidu Shares Are Trading Higher By More Than 6%? Here Are Other Stocks Moving In Friday's Mid-Day Session
March 17, 2023
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ACON
ANTE
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March 17, 2023
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CMAX
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Why PacWest Bancorp (PACW) And Western Alliance (WAL) Stock Are Nosediving
March 17, 2023
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Benzinga
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First Republic's Rescue and Dividend Triggers Regional Bank Sell-Off Today
March 17, 2023
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JPM
PACW
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First Republic Rallies As Major US Banks Pledge Assistance To Calm Markets
March 16, 2023
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March 16, 2023
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Why Shares of KeyCorp, PacWest, and Western Alliance Are Trading With Volatility Today
March 16, 2023
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PACW
WAL
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March 16, 2023
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Why Is Okyo Pharma (OKYO) Stock Up 13% Today?
March 16, 2023
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NASDAQ:OKYO,NASDAQ:BIDU,NYSE:CS,NYSE:WAL
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Baidu (BIDU) Stock Sees Volatility as AI Chatbot Ernie Disappoints
March 16, 2023
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WAL Stock Alert: Fitch Places Western Alliance on Watch
March 16, 2023
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SBNY
SIVB
WAL
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SIVB
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U.S. bank stocks mixed as sector remains under spotlight
March 16, 2023
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BAC
C
CS
FRC
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WFC
WAL
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MarketWatch
New Fed bank facility could see up to $2 trillion of usage, JPMorgan analysts say
March 16, 2023
Tickers
FRC
SIVB
WAL
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WAL
FRC
From
MarketWatch
PACW… SOFI… 5 Bank Stocks With Massive Insider Buying
March 15, 2023
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COIN
CVBF
EQBK
HOOD
Tags
PACW
Market News
CVBF
From
InvestorPlace
Why UBS Thinks Western Alliance (WAL) Is the Best Bank Stock to Buy Now
March 15, 2023
Tickers
KRE
SBNY
SIVB
WAL
Tags
NASDAQ:SBNY,NYSE:WAL,NYSEARCA:KRE,NASDAQ:SIVB
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SIVB
From
InvestorPlace
12 Financials Stocks Moving In Wednesday's Intraday Session
March 15, 2023
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BNKD
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FINV
Tags
PACW
BZI/TFM
Market News
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Why American Public Education Shares Are Trading Lower By Around 49%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
March 15, 2023
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AA
AMBI
APE
APEI
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MOGU
COOK
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