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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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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Articles published by AAR Corp.
AAR adds Woodward, Inc. (66503) distribution support under Supplier Capability Contract with DLA Aviation
December 11, 2023
From
AAR Corp.
Via
GlobeNewswire
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AIR
AAR announces extension and expansion of Alaska Airlines MRO relationship, expected facility expansion in Oklahoma City
December 07, 2023
From
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Via
GlobeNewswire
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AIR
Airinmar selected by Pegasus to provide warranty management services
November 16, 2023
From
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Via
GlobeNewswire
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AIR
AAR earns 2024 Military Friendly® Employer designations
November 15, 2023
From
AAR Corp.
Via
GlobeNewswire
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AIR
AAR launches 2023 ESG Summary Report
November 08, 2023
From
AAR Corp.
Via
GlobeNewswire
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AIR
AAR and MTU Maintenance extend Pratt & Whitney PW2000 aircraft engine parts supply agreement
October 17, 2023
From
AAR Corp.
Via
GlobeNewswire
Tickers
AIR
AAR elects Billy Nolen to its Board of Directors
October 12, 2023
From
AAR Corp.
Via
GlobeNewswire
Tickers
AIR
AAR signs exclusive foreign military distribution agreement with Pall Corporation
September 20, 2023
From
AAR Corp.
Via
GlobeNewswire
Tickers
AIR
AAR and Moog Inc. sign two multi-year commercial agreements
August 29, 2023
From
AAR Corp.
Via
GlobeNewswire
Tickers
AIR
AAR’s Miami Airframe MRO facility expansion approved by Miami-Dade County
July 19, 2023
From
AAR Corp.
Via
GlobeNewswire
Tickers
AIR
AAR announces extension and expansion of United Airlines MRO relationship, expected facility expansion in Miami
July 17, 2023
From
AAR Corp.
Via
GlobeNewswire
Tickers
AIR
AAR names Andrew Schmidt Senior Vice President of AAR Digital Services and Trax
July 17, 2023
From
AAR Corp.
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AIR
AAR named to Newsweek’s America's Greatest Workplaces 2023
July 10, 2023
From
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AIR
AAR named to Newsweek’s America’s Greatest Workplaces for Diversity 2023
July 06, 2023
From
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GlobeNewswire
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AIR
AAR awarded on the USA Today America’s Climate Leaders 2023 list
June 13, 2023
From
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Tickers
AIR
AAR names Tom Hoferer Vice President of Repair and Engineering Services
May 22, 2023
From
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Tickers
AIR
AAR to acquire nine Boeing 757-200 passenger aircraft equipped with 18 Rolls-Royce RB211 engines
March 29, 2023
From
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GlobeNewswire
Tickers
AIR
AAR signs distribution agreement with Cloud Cap Technology, a Collins Aerospace Mission Systems business
March 27, 2023
From
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AIR
AAR acquires Trax, a leading provider of aircraft MRO and fleet management software
March 20, 2023
From
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Tickers
AIR
AAR elects John W. Dietrich to its Board of Directors
March 17, 2023
From
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AIR
AAR names Tracey Patterson Vice President and Chief Human Resources Officer
February 23, 2023
From
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AIR
AAR named to the Forbes America’s Best Employers 2023 list
February 15, 2023
From
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AIR
AAR awarded to Newsweek’s America’s Most Responsible Companies 2023 list
January 26, 2023
From
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AIR
AAR increases size and extends maturity of revolving credit facility
December 22, 2022
From
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Via
GlobeNewswire
Tickers
AIR
AAR extends distribution relationship with Leach International Corp
December 19, 2022
From
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Via
GlobeNewswire
Tickers
AIR
AAR expands Ontic partnership, signing military customer support distribution contract extension and new long-term global commercial distribution agreement
December 15, 2022
From
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Via
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Tickers
AIR
AAR to announce second quarter fiscal year 2023 results on December 20, 2022
December 06, 2022
From
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Tickers
AIR
AAR earns 2023 Military Friendly® Employer designations
November 11, 2022
From
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Tickers
AIR
AAR launches 2022 Environmental, Social, and Governance (ESG) Report
October 31, 2022
From
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Via
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AIR
AAR expands partnership with flydubai, signing multi-year Boeing 737 MAX flight-hour component support contract
October 19, 2022
From
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