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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
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April 30, 2025
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Teriyaki Madness Further Expands in Tennessee, Bringing Big Bowls and Bigger Flavors to Nashville and Beyond
January 14, 2025
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Teriyaki Madness Takes First Place in Franchise Times’ 2024 Zor Awards ‘Build Your Own’ Category
May 02, 2024
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Teriyaki Madness Makes Bowld Moves, Opens Nearly a Shop a Week in Q1, Enters Q2 With Momentum
April 24, 2024
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Teriyaki in Columbia? You Better Bowl-leave It! Teriyaki Madness is Opening in Five Points on April 12th
April 02, 2024
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Teriyaki in Henderson? You Better Bowl-leave It! Teriyaki Madness is Opening in Henderson on March 29th
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Teriyaki in Palmdale? You Better Bowl-leave It! Former Real Estate Investor to Open 4th Teriyaki Madness Shop, Making this the 150th Teriyaki Madness Shop Open in the U.S.
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Teriyaki Madness Takes a Texas-Sized Leap into the Lone Star State
February 19, 2024
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Teriyaki Madness Ranks on Entrepreneur’s 2024 Franchise 500 List
February 07, 2024
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Stirring Up Success: Teriyaki Madness ‘Woks’ Its Way to a Sizzling 2023 Finale
December 18, 2023
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FREE BOWLS FOR A YEAR! OK, Now that We Have Your Attention: Teriyaki Madness Goes Cluck Wild with National Chicken Teriyaki Day Promotion
November 22, 2023
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Teriyaki in Rockaway? You Better Bowl-leave It! Newest Teriyaki Madness Shop Coming to Rockaway on November 10th, 2023
November 08, 2023
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Teriyaki in Hamilton? You Better Bowl-leave It! First Teriyaki Madness Shop Coming to Hamilton on November 10th
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Teriyaki Madness Bowls Over the Competition, Landing a Spot on the Franchise Times Top 400 List
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The Teriyaki Tidal Wave Continues: Teriyaki Madness Signs Franchise Agreement in Laredo, TX
August 30, 2023
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Teriyaki Madness Dishes Out Multi-Unit Success on a Silver Platter; Celebrates First Franchisee to Open New Location Under FranShares Partnership
August 18, 2023
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30 Million More Reasons for Teriyaki Madness to Expand Even Faster
August 15, 2023
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Hoteliers, Get Ready to Bowl-dly Grow Your Business Portfolio By Diversifying with Teriyaki Madness, the Largest Asian Fast Casual Delivery Concept
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Teriyaki Madness Takes on 2023 With UnBOWLievable Growth, Including 30 Shops Under Construction and an Additional 40 Owners Working on Site Selection
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April 04, 2023
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Teriyaki Madness Chosen by FranShares to Unleash Madness Across the Nation, Invests Initial $12 Million in Franchisees for Multi-Unit Growth
March 07, 2023
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A Recession, Huh? Teriyaki Madness Says Bring it On
February 15, 2023
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