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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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Back Dated Performance Reports
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TAF
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Total Asset Fund (TAF sm) Presentation
MVS
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Market Value Securities (MVS sm) Presentation
Featured Event
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
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CJB Crypto Announces 2025 Cloud Mining Strategy Aimed at Enhancing ETH Income Opportunities
July 11, 2025
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Bitcoin’s Rally Sparks Profit Opportunity: AIXA Miner Unveils New Short-Term 15-Day Passive Income Contract
July 11, 2025
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July 11, 2025
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July 11, 2025
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July 11, 2025
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Levi & Korsinsky Reminds iRobot Corporation Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of September 5, 2025 - IRBT
July 11, 2025
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July 11, 2025
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Ripple (XRP), BTC, and DOGE all rose by 5%. Ripplecoin Mining released a new free cloud mining app to cope with the market boom
July 11, 2025
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July 11, 2025
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July 11, 2025
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Fortrea Holdings Inc. Sued for Securities Law Violations - Contact Levi & Korsinsky Before August 1, 2025 to Discuss Your Rights - FTRE
July 11, 2025
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Shareholders That Lost Money on Petco Health and Wellness Company, Inc. (WOOF) Urged to Join Class Action - Contact Levi & Korsinsky to Learn More
July 11, 2025
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Lost Money on Sarepta Therapeutics, Inc. (SRPT)? Join Class Action Suit Seeking Recovery - Contact Levi & Korsinsky
July 11, 2025
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New Bitcoin cloud mining solution is 10 times more profitable than traditional mining, with a 45-day cycle profit of up to $99,652.5
July 11, 2025
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Bitcoin soars to a new high, 15-year-old cloud mining platform BTC Miner offers a $500 bonus for registration
July 11, 2025
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Levi & Korsinsky Reminds Hims & Hers Health, Inc. Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of August 25, 2025 - HIMS
July 11, 2025
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July 11, 2025
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Shareholders That Lost Money on Petco Health and Wellness Company, Inc. (WOOF) Urged to Join Class Action - Contact Levi & Korsinsky to Learn More
July 11, 2025
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Fortrea Holdings Inc. Sued for Securities Law Violations - Contact Levi & Korsinsky Before August 1, 2025 to Discuss Your Rights - FTRE
July 11, 2025
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Contact Levi & Korsinsky by July 22, 2025 Deadline to Join Class Action Against Red Cat Holdings, Inc. (RCAT)
July 11, 2025
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August 11, 2025 Deadline: Contact Levi & Korsinsky to Join Class Action Suit Against RCKT
July 11, 2025
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Class Action Filed Against Reddit, Inc. (RDDT) Seeking Recovery for Investors - Contact Levi & Korsinsky
July 11, 2025
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July 14, 2025 Deadline: Contact Levi & Korsinsky to Join Class Action Suit Against IOVA
July 11, 2025
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Shareholders That Lost Money on DoubleVerify Holdings, Inc. (DV) Urged to Join Class Action - Contact Levi & Korsinsky to Learn More
July 11, 2025
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Class Action Filed Against Vestis Corporation (VSTS) Seeking Recovery for Investors - Contact Levi & Korsinsky
July 11, 2025
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Class Action Filed Against 3D Systems Corporation (DDD) Seeking Recovery for Investors - Contact Levi & Korsinsky
July 11, 2025
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PepGen Inc. Class Action: Levi & Korsinsky Reminds PepGen Inc. Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of August 8, 2025 - PEPG
July 11, 2025
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Shareholders That Lost Money on Reckitt Benckiser Group plc (RBGLY) Urged to Join Class Action - Contact Levi & Korsinsky to Learn More
July 11, 2025
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Organon & Co. Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky Before July 22, 2025 to Discuss Your Rights - OGN
July 11, 2025
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