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home
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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
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MVS Program
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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
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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 Announces Fiscal 2025 First Quarter Record Revenue of $63.5M
July 22, 2024
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Report Fiscal 2025 First Quarter Results July 22nd and Host Conference Call and Webcast
July 08, 2024
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Highlight AI Advantages Along With PMS and POS Innovations at HITEC 2024 June 25 - 27
June 24, 2024
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Golf, Used by 13 of the Top 20 Resort Courses in the U.S., To Be Demonstrated at HITEC 2024 June 24 -27
June 17, 2024
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Speak on “Revenue Beyond The Room” at HITEC 2024 and on “The Agilysys Turnaround Story: 2017 – 2024” at HITEC IC 2024
June 11, 2024
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Participate in Baird 2024 Global Consumer, Technology & Services Conference
June 04, 2024
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Participate in 19th Annual Needham Technology, Media & Consumer Conference
May 14, 2024
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Announces Fiscal 2024 Fourth Quarter Record Revenue of $62.2M and Full Year Record Revenue of $237.5M
May 13, 2024
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys POS Platform Approved For Marriott International Properties In U.S. And Canada
May 09, 2024
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Report Fiscal 2024 Fourth Quarter Results May 13th and Host Conference Call and Webcast
April 29, 2024
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Expands InfoGenesis® Point-of-Sale Portfolio With IG Fly™ Mobile All-In-One Ordering And Payment Solution
April 24, 2024
From
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Via
Business Wire
Tickers
AGYS
South Korea’s Mohegan INSPIRE Entertainment Resort Is Live With State-of-the-Art Property Management And Point-Of-Sale Hospitality Software Solutions From Agilysys
March 17, 2024
From
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Via
Business Wire
Tickers
AGYS
Agilysys Announces Pricing of Secondary Offering of Common Stock by Selling Stockholders
February 14, 2024
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Announces Secondary Offering of Common Stock by Selling Stockholders
February 14, 2024
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Grows Third Quarter Revenue 21% to Record $60.6M
January 22, 2024
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Black Rock Oceanfront Resort Selects Agilysys Hospitality Technology To Expertly Deliver Luxury Experiences, Elevate Guest Returns and Manage Residence Rentals and Spa Operations
December 18, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Announces Mandatory Conversion Date for Series A Convertible Preferred Stock
November 03, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Kickapoo Lucky Eagle Casino • Hotel Chooses Agilysys to Elevate Guest and Staff Experiences at Food & Beverage Outlets
November 01, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Grows Second Quarter Revenue 23% to Record $58.6M
October 23, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Report Fiscal 2024 Second Quarter Results October 23rd and Host Conference Call and Webcast
October 09, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Looking for Return on Experience™ for Guests and Staff, Saratoga Casino Holdings LLC Implements Agilysys’ Award-Winning POS at its Third Property, Magnolia Bluffs Casino Hotel
October 05, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Senior Vice President of Product Strategy Frank Pitsikalis Appointed to the Hotel Technology Next Generation (HTNG) Vendor Advisory Council
September 21, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Present and Host One-On-One Investor Meetings at the 14th Annual Midwest IDEAS Investor Conference on August 24th
August 22, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Potawatomi Casino Hotel Selects Agilysys Industry-Leading POS Solutions to Maximize Return on Experience for Guests and Staff
August 15, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Announces Record $56.1M Revenue During Fiscal 2024 First Quarter
July 24, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
The University of Houston System Selects Atrium Campus and Agilysys for Next Generation Campus Card and Point of Sale Solution Serving Student, Faculty and Staff Dining Halls and Other Retail Outlets
July 19, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Report Fiscal 2024 First Quarter Results July 24th and Host Conference Call and Webcast
July 10, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Hospitality Technology Innovator Agilysys Demonstrates How Hotels And Resorts Are Using Technology To Elevate Return On Experience (ROE) Across Six Key Hospitality Moments
June 26, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Present Company Overview and Host One-on-One Meetings at the William Blair 43rd Annual Growth Stock Conference
June 01, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Participate in 20th Annual Craig-Hallum Capital Group Institutional Investor Conference May 31st in Minneapolis
May 25, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
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