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Preferred Custodian Settlement
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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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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
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$100 Invested In Zoetis 5 Years Ago Would Be Worth This Much Today
March 09, 2023
Tickers
ZTS
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Benzinga
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This Favorable Sign Appears On Zoetis's Chart
March 03, 2023
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February 21, 2023
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Why Zoetis Stock Shot Almost 9% Higher This Week
February 17, 2023
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ZTS
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Zoetis, NVIDIA And This Big US Bank Is 'Outperforming This Year': CNBC's 'Final Trades'
February 15, 2023
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C
NVDA
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Stephanie Link
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Zoetis (ZTS) Q4 2022 Earnings Call Transcript
February 14, 2023
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ZTS
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Avis Budget, Zoetis, Palantir Technologies And Other Big Stocks Moving Higher On Tuesday
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Zoetis Posts Better Than Expected Q4 Earnings On Higher Companion Animal Products, Issues Upbeat Annual Guidance
February 14, 2023
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ZTS
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Earnings Scheduled For February 14, 2023
February 14, 2023
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February 13, 2023
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4 Top Stocks With High Dividend Growth to Buy in 2023 and Hold Forever
January 28, 2023
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Here's How Much $1000 Invested In Zoetis 10 Years Ago Would Be Worth Today
January 19, 2023
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Market News
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If You Invested $5,000 in Zoetis in 2013, This Is How Much You Would Have Today
January 18, 2023
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Recent Press Releases
ZTS
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3 Reasons to Buy Zoetis, and 1 Reason to Sell
January 17, 2023
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ZTS
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Zoetis, SL Green Realty, Abbott Laboratories And This Big Bank Reporting Earnings On Friday: CNBC's 'Final Trades'
January 12, 2023
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Why Zoetis Stock Lost 40% in 2022
January 11, 2023
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These 3 Stocks Crashed by 40% in 2022. But Analysts Remain Bullish On Them
January 11, 2023
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Is Zoetis Stock a Buy?
January 05, 2023
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Tesla is not alone: 18 (and a half) other big stocks are headed for their worst year on record
December 29, 2022
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7 Long-Term Stocks to Put on Your Buy List in 2023
December 29, 2022
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2 Beaten-Down Industry-Leading Stocks to Buy and Hold
December 26, 2022
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3 Beaten-Down Stocks That Could Explode Higher in 2023
December 17, 2022
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MRNA
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Best stock picks for 2023: Here are Wall Street analysts’ most heavily favored choices
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Zoetis Earnings Perspective: Return On Invested Capital
November 17, 2022
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November 12, 2022
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If You Invested $1000 In This Stock 5 Years Ago, You Would Have $2,000 Today
November 10, 2022
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Benzinga
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2 Pet Medicine Stocks That Make Great Long-Term Investments
November 07, 2022
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CHWY
LMND
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Cramer On This Stock Up 138% Year-To-Date: 'Santa Can't Afford That Coal, It's Going Up Too Much'
November 07, 2022
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Kellogg, Palo Alto Networks, Roku And Other Big Losers From Thursday
November 04, 2022
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