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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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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
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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
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Agilysys Announces Fiscal 2023 Fourth Quarter Record Revenue of $52.9M and Full Year Record Revenue of $198.1M
May 16, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Participate in 18th Annual Needham Technology & Media Conference
May 15, 2023
From
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Agilysys to Report Fiscal 2023 Fourth Quarter Results May 16th and Host Conference Call and Webcast
May 02, 2023
From
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Via
Business Wire
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AGYS
Goldwynn Resort & Residences Riviera Bahama Selects Agilysys Property Management System and Point-of-Sale Technology to Deliver Luxurious Leisure Living and Maximize Return On Experience (ROE)
April 04, 2023
From
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Via
Business Wire
Tickers
AGYS
Agilysys to Share Insights on Importance of High-Tech, High Return Hospitality™ During Indian Gaming Tradeshow & Convention 2023
March 28, 2023
From
Agilysys, Inc.
Via
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Tickers
AGYS
UK-Based Serco Leisure Chooses Agilysys Property Management System and Point-of-Sale Solutions to Optimise Customer Experience and Deliver High Return Hospitality
March 21, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Inspire23 Conference to Bring Together Leading Hospitality Organizations to Explore Solutions and Strategies to Maximize Returns on Guest and Staff Experiences
January 31, 2023
From
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Via
Business Wire
Tickers
AGYS
Agilysys Fiscal 2023 Third Quarter Revenue Rises 26.5% to Record $49.9M
January 24, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Prominent Hospitality Software Solutions Provider Agilysys Receives Two Business Intelligence Group (BIG) Awards
January 18, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Report Fiscal 2023 Third Quarter Results January 24th and Host Conference Call and Webcast
January 10, 2023
From
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Via
Business Wire
Tickers
AGYS
Agilysys Announces Agreement with Marriott International to Deliver Its Cloud-Native Property Management System (PMS) Software Across Marriott’s Luxury, Premium and Select Service Properties in the United States and Canada
December 15, 2022
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Fiscal 2023 Second Quarter Revenue Rises 26.0% to Record $47.7M
October 25, 2022
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Attend The Hospitality Network Stakeholders Conference in Dubai
October 18, 2022
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Report Fiscal 2023 Second Quarter Results October 25th and Host Conference Call and Webcast
October 11, 2022
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Fiscal 2023 First Quarter Revenue Rises 22.7% to Record $47.5M
July 26, 2022
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Introduces 13 Hospitality Solution Studios™ Tailored to Maximize Return on Experience Based on Venue Characteristics
June 28, 2022
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Experience Enhancers™ Collections Extend Agilysys PMS, POS and Inventory & Procurement Systems to Amplify Return on Experience™ (ROE)
June 27, 2022
From
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Via
Business Wire
Tickers
AGYS
Agilysys Becomes Visa Ready Certified to Provide Hospitality Organizations and Guests with an Optimal Tap to Pay Experience
June 23, 2022
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Participate in 19th Annual Craig-Hallum Institutional Investor Conference
May 26, 2022
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Fiscal 2022 Fourth Quarter Revenue Rises 28.1% to Record $46.6M
May 17, 2022
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Names Veteran Technology Marketer Terrie O’Hanlon as Chief Marketing Officer
May 12, 2022
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Participate in 17th Annual Needham Technology & Media Conference
May 10, 2022
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Report Fiscal 2022 Fourth Quarter Results May 17th and Host Conference Call and Webcast
May 03, 2022
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Following January 2022 ResortSuite Acquisition, Agilysys Accepts the ISPA Innovate Award at the 2022 ISPA Conference May 2-4, 2022
April 26, 2022
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Swire Hotels Teams Up With Agilysys to Provide Smarter, Faster, Greener Guest Experiences
April 07, 2022
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys To Showcase Cloud Native Modern Technology Based Solutions For The Hospitality Industry’s Top Challenges At Consultants Forum, May 17-18, 2022
March 24, 2022
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys and IDeaS Partner For Seamless Two-way Integration With Agilysys PMS Solutions – Stay, Visual One and LMS
February 16, 2022
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
The Flying Lark Selects Suite Of Agilysys Point Of Sale Management Solutions
February 02, 2022
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys Reports Fiscal 2022 Third Quarter Revenue Of $39.5M
January 25, 2022
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys To Report Fiscal 2022 3rd Quarter Results On January 25th And Host Conference Call And Webcast
January 11, 2022
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
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