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Yield Difference
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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
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EVENTS
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Municipal Bond Presentation
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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
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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
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Mortgage Career Exchange is a game changer for mortgage professionals
January 03, 2022
Tags
Financial Services
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From
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Median Home Prices Set New Record High: What Does 2022 Look Like?
December 22, 2021
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December 20, 2021
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From
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PROGRESS in Lending Recognizes DocMagic’s Director of Product Development Michael Morford with 2021 Tech Thought Leader Award
December 20, 2021
Tags
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From
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HomeBinder and Own Up announce strategic partnership to strengthen borrower relationships with lenders, real estate agents and home pros
December 20, 2021
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From
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Two ACES Quality Management executives selected by MPA Magazine for its annual Elite Women Awards program
December 17, 2021
Tags
Elite Women in Mortgage
Mortgage Professional America
ACES Quality Management
From
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Mid America Mortgage COO Jemma Pachiano selected by Mortgage Professional America in its 2021 Elite Women Awards Program
December 17, 2021
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Texas Business
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Mortgage Professional America Honors Lori Johnson of DocMagic with 2021 Elite Women in Mortgage Award
December 17, 2021
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Mortgage Professional America
From
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Lender Price and Blend Integrate to Enhance User Experience for Digital Lending Processes
December 17, 2021
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DocMagic’s Chief Compliance Officer Wins Top 40 Under 40 Most Influential Mortgage Professionals Award
December 14, 2021
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Sales Boomerang named to Inc.’s 2021 Best in Business list in ‘On the Rise’ category
December 14, 2021
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Critical defect rate increases 13% Q2 2021, according to ACES Quality Management Mortgage QC Industry Trends Report
December 14, 2021
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Mortgage Coach president Joe Puthur lauded as National Mortgage Professional 2021 40 Under 40 honoree
December 14, 2021
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California Business
Awards and Honors
40 Under 40 Awards
From
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SimpleNexus Chief Customer Officer Andria Lightfoot earns a spot on National Mortgage Professional’s 40 Under 40 lineup
December 14, 2021
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Utah Business
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From
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MCT Launches Dynamic Learning Center to Empower Lender Growth and Profitability
December 09, 2021
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December 08, 2021
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E Mortgage Capital Announces Home Lending Solutions to the State of Missouri
December 07, 2021
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Mortgage Coach announces integration with ICE Mortgage Technology enabling lenders to deliver accurate loan comparisons
December 07, 2021
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AP
ICE
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California Business
From
Send2Press Newswire
SimpleNexus’ Shane Westra and Suzy Djilas recognized for outstanding leadership in mortgage technology
December 07, 2021
Tags
SimpleNexus
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From
Send2Press Newswire
Sales Boomerang adds ‘Previous Alerts’ to facilitate better-informed conversations between mortgage advisors and prospects
December 07, 2021
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ACES Quality Management Partners with Financial Services RegTech Provider Winnow Solutions
December 07, 2021
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Palm Coast Real Estate Agent Promotes Homes to MORE Buyers for MORE Money
December 06, 2021
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December 05, 2021
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TovoData Mortgage Demand Index Highlights The Most - Least Active Purchase and Refinance Activity By State
December 02, 2021
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Mortgage Coach executive Kelli Hodges honored with National Mortgage Professional’s 2021 Mortgage Lending’s Women of Inspiration award
December 02, 2021
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AP
Tags
AP
IRVINE, Calif/
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From
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SimpleNexus makes third consecutive appearance on Deloitte Technology Fast 500™, ranking number 292
December 02, 2021
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AP
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LEHI, Utah
Deloitte Technology Fast 500
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HousingWire recognizes Sales Boomerang’s Mike Spotten for innovations in mortgage technology
December 01, 2021
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AP
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OptiFunder Secures $25 Million in Capital Led by Arthur Ventures
November 22, 2021
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Sales Boomerang named 49th fastest-growing company in North America on the 2021 Deloitte Technology Fast 500
November 18, 2021
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AP
Tags
Business
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Mortgage Coach integration with First American Title empowers consumers with greater insight into title fees during the loan selection process
November 18, 2021
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NYSE: FAF
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From
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