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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)
TAF sm Program
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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
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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
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Articles published by Agilysys, Inc.
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Agilysys Wins 2025 HTNG TechOvation Award for Agilysys Book with S.P.E.N.D. Technology
October 30, 2025
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Announces 15th Consecutive Record Revenue Quarter: $79.3M in Fiscal 2026 Q2
October 27, 2025
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Report Fiscal 2026 Second Quarter Results October 27th and Host Conference Call and Webcast
October 13, 2025
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Receives The 2025 Gaming & Leisure Gaming & Hospitality Platinum Award For Agilysys Book With S.P.E.N.D. (Stay Package Entitlements New Dynamic) Booking Technology
October 07, 2025
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Adds Hospitality Hall of Fame Member Sudharshan Chary To Its Executive Team
September 29, 2025
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Saskatchewan Indian Gaming Authority (SIGA) Modernizes Point-of-Sale and Inventory Operations Across Seven Casinos with Agilysys Solutions
September 11, 2025
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Announces Record Revenue of $76.7M in Fiscal 2026 First Quarter
July 21, 2025
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Adds Two Hospitality Veterans to Its Sales and Commercial Leadership Team
July 09, 2025
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Report Fiscal 2026 First Quarter Results July 21st and Host Conference Call and Webcast
July 07, 2025
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Launches Intelligent Guest Profiles at HITEC 2025 to Transform How Hoteliers Harness Guest Data to Expand Ancillary Revenue and Personalize Service
June 18, 2025
From
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Via
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Tickers
AGYS
Debuting at HITEC 2025, Agilysys Book With S.P.E.N.D. Lets Guests Reserve Package Entitlements With Zero Staff Involvement
June 16, 2025
From
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Via
Business Wire
Tickers
AGYS
Agilysys to Participate in the William Blair 45th Annual Growth Stock Conference
May 22, 2025
From
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Via
Business Wire
Tickers
AGYS
Agilysys Announces Fiscal 2025 Fourth Quarter Record Revenue of $74.3M and Full Year Record Revenue of $275.6M
May 19, 2025
From
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Via
Business Wire
Tickers
AGYS
Boyd Gaming Corporation Chooses Agilysys InfoGenesis SaaS Ecosystem as Its Point of Sale (POS) Solution Standard
May 19, 2025
From
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Via
Business Wire
Tickers
AGYS
Bally’s Baton Rouge Hotel Modernizes Guest Experiences With 11 Agilysys Software Solutions
April 23, 2025
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Announces Its Book4Time Spa Software Solution Will Receive the 2024 ISPA Innovate Award at the 2025 ISPA Conference March 11-13 2025
March 04, 2025
From
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Via
Business Wire
Tickers
AGYS
Agilysys Expands Sales Leadership, Adds Hospitality Software Veteran Dan Bell in Key New Growth Role
February 24, 2025
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Hamilton Island Enterprises Selects 11 Agilysys Modern Software Solutions – Including Versa Property Management (PMS) – To Enhance Guest Experiences and Support Operational Efficiencies
February 17, 2025
From
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Via
Business Wire
Tickers
AGYS
Agilysys Announces Record Revenue of $69.6M in Third Quarter Fiscal 2025
January 21, 2025
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Top Alabama Golf Resort Kiva Dunes Chooses 13 Modern Software Solutions From Agilysys, Replaces Property Management and Point-of-Sale Software Solutions
January 21, 2025
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Report Fiscal 2025 Third Quarter Results January 21st and Host Conference Call and Webcast
January 07, 2025
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Appoints Enterprise Cloud Software and Go-To-Market Veteran Lisa Pope to Its Board of Directors
December 11, 2024
From
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Via
Business Wire
Tickers
AGYS
Top-Ranked Lajitas Golf Resort Chooses Agilysys Hospitality Software Solutions to Elevate Guest Experiences and Optimize Revenue Beyond Rooms
October 29, 2024
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Announces Record Revenue of $68.3M in Second Quarter Fiscal 2025
October 28, 2024
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Report Fiscal 2025 Second Quarter Results October 28th and Host Conference Call and Webcast
October 14, 2024
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Famous Foods Street Eats in Resorts World Las Vegas Serves Up Modern, Innovative Guest Dining Through the Agilysys InfoGenesis Point-of-Sale (POS) Platform and Kiosks
October 07, 2024
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys guestsense.aiTM Powering Agilysys Spa Wins Top Productivity Technology Award at G2E 2024 and Will Be Featured in “The Lab”
October 03, 2024
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Unveils Software Innovations at G2E 2024 to Help Gaming Properties Enhance Efficiency and Revenue While Elevating Guest and Staff Experiences
October 02, 2024
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Announces Strategic Acquisition of Book4Time, a Spa Management SaaS Solution Leader
August 20, 2024
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Taps Hospitality Veteran Joe Youssef as SVP, Sales & Chief Commercial Officer
August 15, 2024
From
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Via
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AGYS
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