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about us
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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
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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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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
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Client Contact with Portfolio Manager(s)
Additional Information
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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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Hitachi Astemo's Inverter Adopted by Geely for the "Leishen Hi-X" Hybrid Powertrain Platform
December 17, 2021
From
Hitachi, Ltd.
Via
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Pharmaron: A Premier R&D Services Provider for the Life Sciences Industry, Dedicated to Innovation and Reform
December 17, 2021
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NEC Establishes New US$150 Million CVC Fund
December 17, 2021
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Hong Kong 2021 Kincentric Best Employers DBS, Hilti Demonstrate Exceptionally High Levels of Agile Leadership and Employee Engagement
December 17, 2021
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December 17, 2021
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Shenzhen Global Investment Promotion Conference 2021 held December 15
December 16, 2021
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KPay serves more than 8,000 merchants in its first year of business
December 16, 2021
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ASL Successfully Held "ASL Innovation 2021" Webinar
December 16, 2021
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Automated Systems Holdings Limited
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Ev Dynamics Welcomes Further Investment from International Investors
December 16, 2021
From
Ev Dynamics (Holdings) Limited
Via
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The Established Mobile Game Developer and Publisher in China Qingci Games Listing on the Main Board of the Hong Kong Stock Exchange
December 16, 2021
From
Qingci Games Inc.
Via
ACN Newswire
NEC Develops Secure Biometric Authentication Technology to Enable Certification with Encrypted Face Information
December 16, 2021
From
NEC Corporation
Via
ACN Newswire
HKTDC Export Index 4Q21: Hong Kong export growth set to slow to 8% in 2022
December 16, 2021
From
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Legend Capital's Portfolio Company SF Intra-city Successfully Listed on HKEx
December 16, 2021
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Legend Capital
Via
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Singapore's 1982 Ventures Raises US$12.5M in the First Close of Seed Fund
December 16, 2021
From
1982 Ventures
Via
ACN Newswire
Mitsubishi Power Ships Natural Gas-fired GTCC Power Generation System to the UAE
December 16, 2021
From
Mitsubishi Corporation
Via
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Acumen Diagnostics granted Ministry of Health COVID-19 offsite PCR testing license, up to 100 sites island-wide
December 16, 2021
From
Q&M Dental Group Singapore Ltd
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ACN Newswire
Aurelius Technologies Berhad Debuts on Main Market
December 16, 2021
From
ShareInvestor
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ACN Newswire
Pentamaster Corp Bhd Included in FTSE4Good Bursa Malaysia Index and FTSE4Good Bursa Malaysia Shariah Index
December 16, 2021
From
Pentamaster International Limited
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ACN Newswire
Yinan Li, Ex-CTO of Baidu and Former Founder of NIU Technologies Started to Build Electric Vehicles, Brand Name Unveiled as NIUTRON
December 15, 2021
Via
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ACROMEC builds order book, clinches 2 contracts worth approximately S$14 million
December 15, 2021
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ACROMEC Limited
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Edvantage Group (0382.HK) Closely Following National Policies to Run Schools Acquire a High-Quality Vocational Education School
December 15, 2021
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Edvantage Group Holdings Limited
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ACN Newswire
Langham Place Mall Becomes First Property to Achieve EDGE Green Building Certification in Hong Kong
December 15, 2021
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Champion REIT
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MHI Thermal Systems Receives Two "ProductReview Awards" for its Split System Air Conditioners, for Second Consecutive Year
December 15, 2021
From
Mitsubishi Heavy Industries, Ltd.
Via
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TVS Motor Company and BMW Motorrad Announce the Expansion of their Cooperation Agreement for Future Technologies and Electric Vehicles
December 15, 2021
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BMW AG
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JCB and Keychain Implement Offline Payments using NFC
December 15, 2021
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JCB
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BostonGene and NEC Announce Global Partnership
December 15, 2021
From
NEC Corporation
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ACN Newswire
Focus on the A Shares Leaders, Capture the China Opportunities: E Fund (HK) MSCI China A50 Connect ETF launched on HKEX
December 14, 2021
From
E Fund Management (Hong Kong) Co, Ltd.
Via
ACN Newswire
e5 Lab and Mitsubishi Shipbuilding to Provide Design for Standard Hybrid Electric Propulsion Vessel "ROBOSHIP" for Use in a Biomass Fuel Carrier
December 14, 2021
From
Mitsubishi Heavy Industries, Ltd.
Via
ACN Newswire
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