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home
about us
Investment Approach
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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EVENTS
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Best Places to Work honoree, Micro category: Farris Bobango PLC
October 26, 2022
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October 24, 2022
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October 24, 2022
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October 23, 2022
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Best Places to Work honoree, Small category: Redeemers Group
October 23, 2022
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October 21, 2022
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2022 Colorado Inno Awards winner Pie Insurance doubles venture capital in 2022
October 21, 2022
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2022 Colorado Inno Awards winner Tilly growing with plant sales
October 21, 2022
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Gallery: Images from the 2022 Health Care Heroes Awards event
October 21, 2022
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2022 Colorado Inno Awards winner Origo Brands is all about the origin story
October 21, 2022
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October 21, 2022
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2022 Colorado Inno Awards winner Testbox finds footing in Boulder
October 21, 2022
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2022 Colorado Inno Awards winner Iterate.ai eyes expansion in Asia
October 21, 2022
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2022 Colorado Inno Awards winner Scythe Robotics rolls out autonomous lawnmowers
October 21, 2022
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2022 Colorado Inno Awards winner Nomad perseveres past pandemic challenges
October 21, 2022
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2022 Colorado Inno Awards winner Vangst strives to maintain momentum
October 21, 2022
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Meet HBJ's 2022 Women Who Mean Business honorees
October 20, 2022
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Women Who Mean Business: Meet HBJ's 2022 manufacturing honorees
October 20, 2022
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Kim Brown
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October 20, 2022
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October 20, 2022
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Hyatt celebrates 20 years of growth at Cathedral Arts Project
October 20, 2022
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Best Places to Work honoree, Small category: Patrick Accounting
October 19, 2022
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Best Places to Work honoree, Small category: Frase Protection
October 19, 2022
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2022 Inno Under 25: CerebriTech CEO leverages NASA tech to improve concussion diagnosis
October 19, 2022
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Alexander Britton
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Latino Chamber Minnesota reveals its business awards winners
October 19, 2022
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Luis Olvera
3M Co/
Keller Williams Realty Inc/
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October 18, 2022
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Best Places to Work, 3rd place, Small category: Travel Nurses Inc.
October 17, 2022
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