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home
about us
Investment Approach
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Firm ADV PDFs
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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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
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Levi & Korsinsky Announces the Filing of a Securities Class Action on Behalf of Snap Inc. (SNAP) Shareholders
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Snap Inc. Sued for Securities Law Violations - Contact Levi & Korsinsky Before October 20, 2025 to Discuss Your Rights - SNAP
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Nutex Health Inc. Securities Fraud Class Action Lawsuit Pending: Contact Levi & Korsinsky Before October 21, 2025 to Discuss Your Rights - NUTX
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Investors in Dow Inc. Should Contact Levi & Korsinsky Before October 28, 2025 to Discuss Your Rights - DOW
September 16, 2025
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Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of November 3, 2025 in Tronox Lawsuit - TROX
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Class Action Filed Against RxSight, Inc. (RXST) Seeking Recovery for Investors - Contact Levi & Korsinsky
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Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of October 21, 2025 in C3.ai, Inc. Lawsuit - AI
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Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of September 22, 2025 in Fiserv, Inc. Lawsuit - FI
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Novo Nordisk A/S Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky Before September 30, 2025 to Discuss Your Rights - NVO
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Levi & Korsinsky Reminds Fly-E Group, Inc. Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of November 7, 2025 - FLYE
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Lantheus Holdings, Inc. Sued for Securities Law Violations - Contact Levi & Korsinsky Before November 10, 2025 to Discuss Your Rights - LNTH
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Contact Levi & Korsinsky by October 3, 2025 Deadline to Join Class Action Against Tesla, Inc. (TSLA)
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Levi & Korsinsky Reminds Flywire Corporation Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of September 23, 2025 - FLYW
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Neogen Corporation Sued for Securities Law Violations - Contact Levi & Korsinsky Before September 16, 2025 to Discuss Your Rights - NEOG
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Savara Inc. Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky Before November 7, 2025 to Discuss Your Rights - SVRA
September 16, 2025
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Alto Neuroscience, Inc. Securities Fraud Class Action Lawsuit Pending: Contact Levi & Korsinsky Before September 19, 2025 to Discuss Your Rights - ANRO
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