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home
about us
Investment Approach
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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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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
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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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Articles published by ADM
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ADM Named to 100 Best Corporate Citizens List for Third Consecutive Year
May 18, 2022
From
ADM
Via
Business Wire
Tickers
ADM
ADM Continues Evolution of Carbohydrate Solutions Business with Significant Expansion of Starch Production in Marshall, Minnesota
May 12, 2022
From
ADM
Via
Business Wire
Tickers
ADM
ADM Chairman and CEO Juan Luciano, CFO Vikram Luthar to Discuss Strategy, Growth Opportunities at 17th Annual BMO Capital Markets Farm to Market Conference
May 05, 2022
From
ADM
Via
Business Wire
Tickers
ADM
ADM Directors Declare Cash Dividend
May 04, 2022
From
ADM
Via
Business Wire
Tickers
ADM
ADM Names New President of ADMIS
April 28, 2022
From
ADM
Via
Business Wire
Tickers
ADM
ADM Reports First Quarter Earnings per Share of $1.86, $1.90 on an Adjusted Basis
April 26, 2022
From
ADM
Via
Business Wire
Tickers
ADM
ADM Makes Earth Day Pledge to Protect Forests
April 20, 2022
From
ADM
Via
Business Wire
Tickers
ADM
ADM Announces Change to Virtual-Only 2022 Annual Meeting of Stockholders
April 14, 2022
From
ADM
Via
Business Wire
Tickers
ADM
ADM to Meet Fast-Growing Demand For Alternative Proteins with Significant Capacity Expansion, New Innovation Center
April 12, 2022
From
ADM
Via
Business Wire
Tickers
ADM
ADM Names Vikram Luthar Chief Financial Officer
April 07, 2022
From
ADM
Via
Business Wire
Tickers
ADM
ADM to Release First Quarter Financial Results April 26, 2022
April 06, 2022
From
ADM
Via
Business Wire
Tickers
ADM
ADM Announces CFO Succession Plan
February 25, 2022
From
ADM
Via
Business Wire
Tickers
ADM
ADM Prices First-Ever Sustainable Bond Offering, Further Bolstering Work to Drive Positive Global Impacts
February 23, 2022
From
ADM
Via
Business Wire
Tickers
ADM
ADM to Discuss Strategic Progress at Bank of America 2022 Global Agriculture and Materials Conference
February 23, 2022
From
ADM
Via
Business Wire
Tickers
ADM
ADM Releases 2022 Alternative Protein Outlook
February 08, 2022
From
ADM
Via
Business Wire
Tickers
ADM
ADM Named to FORTUNE Magazine’s Most Admired Company List for 14th Consecutive Year
February 02, 2022
From
ADM
Via
Business Wire
Tickers
ADM
ADM Earns Top Score in Human Rights Campaign Foundation’s 2022 Corporate Equality Index
January 27, 2022
From
ADM
Via
Business Wire
Tickers
ADM
ADM Announces 8% Dividend Increase in Wake of Outstanding 2021 Results, Favorable 2022 Outlook
January 25, 2022
From
ADM
Via
Business Wire
Tickers
ADM
ADM Reports Outstanding Results: Fourth Quarter Earnings per Share of $1.38, $1.50 on an Adjusted Basis; Full Year 2021 EPS of $4.79, $5.19 on an Adjusted Basis
January 25, 2022
From
ADM
Via
Business Wire
Tickers
ADM
ADM to Release Fourth Quarter Financial Results Jan. 25, 2022
January 13, 2022
From
ADM
Via
Business Wire
Tickers
ADM
Wolf Carbon Solutions, ADM Announce Partnership to Advance Decarbonization of Ethanol Production
January 11, 2022
From
ADM
Via
Business Wire
Tickers
ADM
ADM Continues Growth in High-Value Flavor Segment with Acquisition of Flavor Infusion International
December 22, 2021
From
ADM
Via
Business Wire
Tickers
ADM
ADM Lays Out Strategic Plan for Sustainable Earnings Growth, Including Target Milestone of $6.00-$7.00 EPS by 2025 and Continued Growth Beyond
December 13, 2021
From
ADM
Via
Business Wire
Tickers
ADM
ADM Completes Acquisition of Sojaprotein, Strengthening Plant Based-Protein Capabilities
November 29, 2021
From
ADM
Via
Business Wire
Tickers
ADM
ADM Announces Details of 2021 Global Investor Day
November 23, 2021
From
ADM
Via
Business Wire
Tickers
ADM
ADM Completes Acquisition of Deerland Probiotics & Enzymes
November 19, 2021
From
ADM
Via
Business Wire
Tickers
ADM
ADM Invests In and Expands Partnership with Farmers Business Network
November 18, 2021
From
ADM
Via
Business Wire
Tickers
ADM
ADM, Temasek’s Asia Sustainable Foods Platform Sign Agreement Creating Path to Joint Venture in Singapore to Serve Fast-Growing Demand for Microbial-Based Alternative Protein
November 15, 2021
From
ADM
Via
Business Wire
Tickers
ADM
ADM Directors Declare Cash Dividend
November 03, 2021
From
ADM
Via
Business Wire
Tickers
ADM
ADM to Acquire Deerland Probiotics & Enzymes
November 02, 2021
From
ADM
Via
Business Wire
Tickers
ADM
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