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home
about us
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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
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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)
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Sample Portfolio
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Quarterly Performance Reports
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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
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
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Advantage Solutions Announces Date for 1Q’24 Financial Results and Conference Call; Management will participate in the Morgan Stanley Business Services Conference
April 26, 2024
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Via
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Adlucent Unveils BEACON Application on Google Cloud Marketplace, Expanding Client Solutions
March 06, 2024
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Advantage Solutions exceeded 2023 financial guidance with solid fourth-quarter performance and expects continued growth in 2024
February 29, 2024
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Advantage Solutions Announces Date and Conference Call for Fourth Quarter and Full Year 2023 Financial Results
February 09, 2024
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Advantage Solutions Further Simplifies Portfolio by Selling Its Collection of Foodservice Businesses to Prospect Hill Growth Partners to Form Acxion Foodservice
January 31, 2024
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Advantage Solutions Streamlines Business and Technology Services Through New Agreements With Genpact and Tata Consultancy Services
January 31, 2024
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Adlucent achieves Google Cloud Partner status, strengthening client solutions
January 17, 2024
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Via
GlobeNewswire
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Advantage Solutions simplifies international footprint as the company continues to refocus on its core business and accelerate growth
December 12, 2023
From
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Via
GlobeNewswire
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ADV
Advantage Solutions hires Brian McRoskey as Chief Growth Officer
November 30, 2023
From
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Via
GlobeNewswire
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New survey shows majority of U.S. retailers and manufacturers predict strong 2023 holiday season
November 15, 2023
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Tickers
ADV
Advantage Solutions releases 2023 Private Brand Intelligence Report
November 13, 2023
From
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Via
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Tickers
ADV
Advantage Solutions named Corporate Champion by the Women’s Forum of New York
November 10, 2023
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Tickers
ADV
New survey indicates 50% of U.S. shoppers say inflation will impact their plans for spending on Thanksgiving food and holiday gifts
November 08, 2023
From
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Via
GlobeNewswire
Tickers
ADV
Advantage Solutions announces solid third quarter results that surpass consensus estimates and provides outlook for the remainder of the year
November 07, 2023
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Tickers
ADV
Crisp Acquires Atlas Technology Group from Advantage Solutions to Empower CPG Brands with Better Data
October 30, 2023
From
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Via
GlobeNewswire
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ADV
Advantage Solutions Announces Third Quarter 2023 Financial Results Release Date and Conference Call
October 23, 2023
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Tickers
ADV
Advantage Solutions Announces New Headquarters in St. Louis, MO
October 10, 2023
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Tickers
ADV
New survey shows that 41% of all U.S. shoppers say inflation will impact their plans to buy Halloween candy
October 04, 2023
From
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Via
GlobeNewswire
Tickers
ADV
New survey shows labor shortages and inflationary pressures are top concerns among the largest U.S. retailers and consumer goods manufacturers
August 16, 2023
From
Advantage Solutions, Inc.
Via
GlobeNewswire
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ADV
Advantage Solutions Reports Second Quarter 2023 Financial Results and Reaffirms Annual Outlook
August 04, 2023
From
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Via
GlobeNewswire
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ADV
Advantage Solutions Announces Second Quarter 2023 Financial Results Release Date and Conference Call
July 24, 2023
From
Advantage Solutions, Inc.
Via
GlobeNewswire
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ADV
Advantage Solutions Names Meati CFO Jody Macedonio to Its Board of Directors
May 24, 2023
From
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Via
GlobeNewswire
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Advantage Solutions Reports First Quarter 2023 Financial Results and Reaffirms Annual Outlook
May 10, 2023
From
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Via
GlobeNewswire
Tickers
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Advantage Solutions Ranked Top U.S. Promotion & Experiential Marketing Agency for 10th Consecutive Year
April 26, 2023
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Tickers
ADV
Advantage Solutions Announces First Quarter 2023 Financial Results Release Date and Conference Call
April 19, 2023
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Tickers
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Advantage Solutions Names Jim Kilts Chairman of the Board of Directors
April 03, 2023
From
Advantage Solutions, Inc.
Via
GlobeNewswire
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Advantage Solutions Names COO of Branded Services and Chief Digital Officer
March 29, 2023
From
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Via
GlobeNewswire
Tickers
ADV
Advantage Solutions Names New Chief Financial Officer, Chief Human Resources Officer and Chief Communications Officer
March 14, 2023
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Tickers
ADV
Advantage Solutions Reports Fourth Quarter and Full Fiscal Year 2022 Financial Results and Provides 2023 Outlook
March 01, 2023
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Tickers
ADV
Advantage Solutions Announces Fourth Quarter & Full Year 2022 Financial Results Release Date and Conference Call
February 01, 2023
From
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Via
GlobeNewswire
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