Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Contrarian Notes Blog
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
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about quality
Recent news which mentions quality
EXCLUSIVE: How Hemp Certifications Bridge Regulatory Gaps While Debunking Myths
October 28, 2024
Tickers
HEMP
NEWS
Tags
certification
Chris Fontes
Cannabis
From
Benzinga
Know What You Own When Diversifying With Quality
September 06, 2024
Tickers
VFLO
Tags
VFLO
Diversification
free cash flow channel
From
ETF Trends
FQAL Offers Quality, Potential Opportunity in Second Half
August 21, 2024
Tickers
FQAL
Tags
ETF Investing Channel
Fidelity
FQAL
From
ETF Trends
Enhance Your Quality Exposures With These Two ETFs
August 01, 2024
Tickers
SFLO
VFLO
Tags
VFLO
quality
free cash flow channel
From
ETF Trends
3 Strategies for More Selective Portfolio Construction
July 19, 2024
Tags
Natixis Investment Managers
quality
portfolio construction channel
From
ETF Trends
Investing in Uncertainty: GQI Combines Income and Quality
June 05, 2024
Tickers
GQI
Tags
Natixis Investment Managers
GQI
Gateway Investment Advisers
From
ETF Trends
As Equities Rally, Look to Quality With GQI
May 16, 2024
Tickers
GQI
Tags
quality
Gateway Investment Advisers
Natixis Investment Managers
From
ETF Trends
Quality Is an All-Weather Investment Strategy
May 07, 2024
Tickers
GQI
Tags
quality
Natixis Investment Managers
GQI
From
ETF Trends
Stratum Nutrition® Announces Two New Promotions
April 29, 2024
Tags
Carthage
Quality
Manufacturing
From
PRLog
A Middle Ground ETF Solution to S&P 500 Overconcentration
April 15, 2024
Tickers
XMHQ
Tags
midcaps
quality
XMHQ
From
ETF Trends
For Investors Who Prioritize Quality, Consider These 3 ETF Options
April 03, 2024
Tickers
SPHQ
XMHQ
XSHQ
Tags
XSHQ
Innovative ETFs channel
Invesco
From
ETF Trends
Be Selective With Small-Cap Exposure Using This ETF
February 14, 2024
Tickers
ALPS
OUSM
Tags
ETF Building Blocks Channel
dividends
OUSM
From
ETF Trends
As Active ETFs Gain Popularity, Get Quality-Oriented Exposure
February 13, 2024
Tickers
AVLV
AVMV
AVUV
Tags
active ETFs
Value
Avantis
From
ETF Trends
ThoroughCare Earns NCQA's Population Health Management Prevalidation
January 23, 2024
Tags
Health
Pittsburgh
Healthcare
From
PRLog
As Rate Battle Settles, Eye a Quality Growth ETF
November 02, 2023
Tickers
QGRW
Tags
ETF / Exchange Traded Funds
higher for longer
modern alpha channel
From
ETF Trends
Hedge Fund Manager Sees Opportunities in International Equities
September 21, 2023
Tickers
QINT
Tags
QINT
quality
Core Strategies Channel
From
ETF Trends
Grantham's GMO Ventures Into ETF Arena With Quality Stock Focus
August 21, 2023
Tickers
GMO
NVDA
QUAL
SPY
Tags
grantham
quality
QUAL
From
Benzinga
Look to OUSM for Long Term ETF Performance
June 21, 2023
Tickers
OUSM
SPY
Tags
dividend quality
OUSM
SPY
From
ETF Trends
Play a Growth Comeback With a Touch of Quality Using This ETF
June 16, 2023
Tickers
QGRO
Tags
quality
American Century Investments
growth
From
ETF Trends
Widen Your Portfolio Reach With This International ETF
June 06, 2023
Tickers
QINT
Tags
international equities
core strategies channel
American Century Investments
From
ETF Trends
Look to a Quality Strategy for Now – and the Long Term
March 21, 2023
Tickers
QGRW
Tags
modern alpha channel
quality ETFs
model portfolio channel
From
ETF Trends
Update Your Shortlist of Quality ETFs for a Recession
March 07, 2023
Tickers
QGRO
QPFF
VALQ
Tags
American Century Investments
QGRO
VALQ
From
ETF Trends
Quell Recession Fears and Invest in Growth With This ETF
March 06, 2023
Tickers
QGRO
Tags
growth
equities
American Century Investments
From
ETF Trends
Get Dividend Exposure as Bets on ECB Rate Hikes Rise
March 01, 2023
Tickers
ALPS
OEUR
Tags
quality
ALPS
2023 dividend ETF
From
ETF Trends
International Equities Require a Discerning Screener or Just This ETF
February 16, 2023
Tickers
QINT
Tags
quality
American Century Investments
QINT
From
ETF Trends
When Tax-Loss Harvesting Equities, Consider Quality With KVLE
December 01, 2022
Tickers
KVLE
Tags
tax loss harvesting
china insights channel
kfa funds
From
ETF Trends
ASI Chairman and CEO Subir Chowdhury Awarded ASME Soichiro Honda Medal
October 17, 2022
Tags
Award
Business
New York City
From
PRLog
TestCrew Achieves 2023 Great Place to Work Certification
October 01, 2022
Tags
Computer Software/Services
performance testing
security testing
From
PRUnderground
ETF 360: Q&A With FlexShares’ Michael Natale
August 02, 2022
Tickers
QLV
QLVD
QLVE
Tags
Michael Natale
Low/Volatility
FlexShares
From
ETF Trends
Consider This Active ETF as Value Continues to Outperform
July 25, 2022
Tickers
VALQ
Tags
VALQ
Value
American Century Investments
From
ETF Trends
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.