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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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)
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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
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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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3D Systems Provides Important Update on Dental Growth Strategy
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3D Systems Announces Executive Leadership Changes
January 10, 2024
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3D Systems Announces Organization Changes and New Executive Leadership Appointments
December 13, 2023
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3D Systems’ Co-founder & Chief Technology Officer, Chuck Hull, Awarded National Medal of Technology and Innovation
October 26, 2023
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Icon Technologies Limited Selects 3D Systems’ EXT Titan Pellet to Accelerate Thermoforming Mold Production
October 23, 2023
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3D Systems’ Extrusion Technology to Produce Patient-specific PEEK Implants Supports Ground-breaking Cranial Surgeries at Leading European Hospitals
October 17, 2023
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3D Systems Expands Portfolio of Jewelry Pattern Manufacturing Solutions with Introduction of New Printer and Wax Material
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3D Systems Issues Statement on Stratasys’ Pursuit of Strategic Alternatives
September 29, 2023
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3D Systems Partners with Klarity to Expand Access to Patient-Matched Radiotherapy Innovations
September 27, 2023
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3D Systems Receives $10.8 Million Contract Award from U.S. Air Force for Advanced Metal Printing System
September 26, 2023
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3D Systems Announces CFO Transition
September 21, 2023
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3D Systems Supports Leading Proxy Advisor ISS’ Recommendation AGAINST Stratasys’ Planned All-Stock Merger with Desktop Metal
September 21, 2023
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3D Systems Streamlines Production, Fosters Continuous Innovation by Insourcing Manufacturing of Additional Printer Platforms
September 14, 2023
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3D Systems Submits Binding Offer to Stratasys
September 13, 2023
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3D Systems Delivers Enhanced Proposal to Stratasys
September 11, 2023
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3D Systems Provides Statement on Ongoing Partnership with Align Technology
September 07, 2023
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Revolutionizing Health Care in Omaha
September 05, 2023
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3D Systems & Theradaptive Establish Commercial Partnership to Advance Orthopedic & Soft Tissue Repair Using Breakthrough Regenerative Therapeutics
August 07, 2023
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3D Systems Announces Target Date for Completion of Due Diligence Process and Merger Agreement Discussions
July 27, 2023
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3D Systems Welcomes ‘Superior Proposal’ Determination by Stratasys Board and Strong Support from Shareholders of Both Companies
July 17, 2023
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July 13, 2023
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3D Systems Introduces New Materials Engineered to Expand Capabilities of SLA and Figure 4 Platforms
July 25, 2023
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3D Systems & Oerlikon Enter Collaboration Agreement to Scale, Accelerate Metal Additive Manufacturing
July 11, 2023
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Matrix Moon Accelerating Additive Manufacturing in India with 3D Systems EXT Titan Pellet 3D Printer
July 18, 2023
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3D Systems Reaffirms Commitment to Combination with Stratasys
June 30, 2023
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