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home
about us
Investment Approach
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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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Will Baltimore get a Fortune 500 headquarters after Exelon splits? It's looking that way.
December 01, 2021
Tags
Energy
Nuclear
Kathleen Barrón
From
Business Journals
'Down payment': Baltimore will spend at least $35M in federal funds to help fix city's digital divide
November 30, 2021
Tickers
INNO
Tags
Cable & TV
Utilities
Government & Regulations
From
Business Journals
4 Electric Power Stocks To Keep A Tab On Amid Rising Demand
November 27, 2021
Tickers
D
DUK
LNT
NEE
Tags
Market News
Utilities
Stocks / Equities
From
TalkMarkets
Why Income Investors Should Consider Utility Stocks
November 26, 2021
Tickers
OGS
SJI
SRE
Tags
Utilities
Market News
Stocks / Equities
From
TalkMarkets
SMUD moves to install solar array in neighboring Placer County
November 23, 2021
Tickers
INNO
Tags
Energy
Pacific Gas & Electric Co/
Utilities
From
Business Journals
Milwaukee startup Rapid Radicals lands $1M grant to develop high-speed wastewater treatment
November 23, 2021
Tickers
INNO
Tags
Inno
Technology
Paige Peters
From
Business Journals
Newsom picks cabinet energy adviser Reynolds for CPUC president
November 23, 2021
Tags
Utilities
Marybel Batjer
Jerry Brown
From
Business Journals
Alliant Energy Is One To Watch After The Breakout Move From Congestion
November 23, 2021
Tickers
LNT
Tags
Market News
Utilities
Stocks / Equities
From
TalkMarkets
NC State spin-out on display for President Biden, Bill Gates at COP26
November 18, 2021
Tickers
INNO
Tags
Utilities
Renewable Energy
Startups
From
Business Journals
JEA: Project Vogtle enhancements will be pushed to at least fall 2022
November 17, 2021
Tags
Jay Stowe
JEA
Utilities
From
Business Journals
Court: Higher Maricopa water charge for public housing is not discriminatory
November 16, 2021
Tags
Government & Regulations
Utilities
From
Business Journals
Here’s how the Bay Area could benefit from the trillion-dollar federal infrastructure bill
November 16, 2021
Tags
Ports & Trade Zones
Logistics & Transportation
Automotive
From
Business Journals
Duke Energy's first sustainability bond could center around Florida utility
November 08, 2021
Tags
Chris Bauer
Meredith Archie
Sustainability
From
Business Journals
United Way of Central Maryland taps Truist, BGE execs to lead latest fundraising campaign
November 08, 2021
Tags
Utilities
Philanthropy & Nonprofits
From
Business Journals
Hawaiian Electric Industries income drops slightly in Q3
November 05, 2021
Tags
Energy
Connie Lau
American Savings Bank
From
Business Journals
Duke Energy earnings: Key takeaways on NC rules, federal funds and future CapEx
November 05, 2021
Tags
Government & Regulations
Guggenheim Securities, LLC
Energy
From
Business Journals
Duke Energy exec says talks with dissident investor continue, seeking 'common ground'
November 04, 2021
Tags
Mergers and Acquisitions
Utilities
Duke Energy Corporation (Holding Company)
From
Business Journals
Duke Energy posts strong Q3 earnings despite $165M charge from coal-ash ruling
November 04, 2021
Tags
Energy
Duke Energy Corporation (Holding Company)
Steve Young
From
Business Journals
WEC Energy ending coal use, will shift newer Oak Creek units to natural gas by 2035
November 03, 2021
Tags
Utilities
WEC Energy Group Inc/
Environment
From
Business Journals
Corporation Commission approves APS rate decrease; company prepares to sue
November 03, 2021
Tags
Utilities
Energy
From
Business Journals
Duke Energy adopts sustainability bond standards and gets nod from S&P Global
November 02, 2021
Tags
Utilities
S&P Global Inc/
Lynn Good
From
Business Journals
Xcel Energy pledges to cut all greenhouse gas emissions by 2050
November 02, 2021
Tags
Energy
Bob Frenzel
Xcel Energy Inc/
From
Business Journals
Time To Flip The Switch From Energy To Utilities
November 02, 2021
Tickers
IEO
SPY
VIVHY
VPU
Tags
Market News
Utilities
Energy
From
TalkMarkets
SC Supreme Court ruling keeps Duke Energy from charging customers $180M in coal-ash costs
October 29, 2021
Tags
Duke Energy Corporation (Holding Company)
Utilities
Environment
From
Business Journals
NC legislature likely to set aside utility market competition issue after big energy reform law
October 28, 2021
Tags
Brian Fork
Phil Berger
Politics
From
Business Journals
Effective Safety Communication Strategies Emerge as Critical Area of Focus for Utility Providers
October 28, 2021
Tags
Customer Safety
Utility Infrastructure
Severe Weather
From
PRLog
Are high energy prices here to stay? Analysts weigh in on the global gas crisis
October 28, 2021
Tags
Energy Commodities
Energy industry
Asia Markets
From
CNBC.com News
Southern California Edison, Alectra Utilities join California Mobility Center
October 27, 2021
Tickers
INNO
Tags
Inno
Brian Bentz
Sacramento Municipal Utility District
From
Business Journals
Denver fund finds bright future in US solar power investment
October 26, 2021
Tags
Renewable Energy
Brandon Conard
Energy
From
Business Journals
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