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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
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
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Back Dated Performance Reports
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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)
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Investing During Uncertain Times
Read FULL Seminar Here
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KBR, Inc. Securities Fraud Class Action Lawsuit Pending: Contact Levi & Korsinsky Before November 18, 2025 to Discuss Your Rights - KBR
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James Hardie Industries plc. Class Action: Levi & Korsinsky Reminds James Hardie Industries plc. Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of December 23, 2025 - JHX
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Shareholders That Lost Money on Marex Group plc (MRX) Should Contact Levi & Korsinsky About Pending Class Action - MRX
November 10, 2025
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Investors Who Lost Money on V.F. Corporation (VFC) Should Contact Levi & Korsinsky About Pending Class Action - VFC
November 10, 2025
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Avantor, Inc. Class Action: Levi & Korsinsky Reminds Avantor, Inc. Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of December 29, 2025 - AVTR
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Levi & Korsinsky Notifies Shareholders of WPP plc (WPP) of a Class Action Lawsuit and an Upcoming Deadline
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Class Action Filed Against DexCom, Inc. (DXCM) Seeking Recovery for Investors - Contact Levi & Korsinsky
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Investors Who Lost Money on CarMax, Inc. (KMX) Should Contact Levi & Korsinsky About Pending Class Action - KMX
November 10, 2025
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Investors in Fortinet, Inc. Should Contact Levi & Korsinsky Before November 21, 2025 to Discuss Your Rights - FTNT
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FLR INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces That Fluor Corporation Investors With Substantial Losses Have Opportunity to Lead Class Action Lawsuit
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FTNT INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces That Fortinet, Inc. Investors With Substantial Losses Have Opportunity to Lead Class Action Lawsuit
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VFC INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces That VF Corp. Investors With Substantial Losses Have Opportunity to Lead Class Action Lawsuit
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CYTK INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces That Cytokinetics, Incorporated Investors With Substantial Losses Have Opportunity to Lead Class Action Lawsuit
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SINA INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces That Sina Corporation Investors With Substantial Losses Have Opportunity to Lead Class Action Lawsuit
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KBR INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces That KBR, Inc. Investors With Substantial Losses Have Opportunity to Lead Class Action Lawsuit
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NX INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces That Quanex Building Products Corporation Investors With Substantial Losses Have Opportunity to Lead Class Action Lawsuit
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JSPR INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces That Jasper Therapeutics, Inc. Investors With Substantial Losses Have Opportunity to Lead Class Action Lawsuit
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KMX Investor Alert: Contact Kessler Topaz Meltzer & Check, LLP About the Securities Fraud Class Action Lawsuit Filed Against CarMax, Inc. (KMX)
November 09, 2025
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JHX REMINDER: Kessler Topaz Meltzer & Check, LLP Urges JHX Investors with Losses to Contact the Firm
November 09, 2025
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DXCM REMINDER: Kessler Topaz Meltzer & Check, LLP Urges DXCM Investors with Losses to Contact the Firm
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