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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
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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
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Event Schedule
TAM
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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 Agilysys, Inc.
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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.
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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
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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
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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
Agilysys Announces Fiscal 2023 Fourth Quarter Record Revenue of $52.9M and Full Year Record Revenue of $198.1M
May 16, 2023
From
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Business Wire
Tickers
AGYS
Agilysys to Participate in 18th Annual Needham Technology & Media Conference
May 15, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
AGYS
Agilysys to Report Fiscal 2023 Fourth Quarter Results May 16th and Host Conference Call and Webcast
May 02, 2023
From
Agilysys, Inc.
Via
Business Wire
Tickers
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
Agilysys, Inc.
Via
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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
Business Wire
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
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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
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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
Agilysys, Inc.
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
Agilysys, Inc.
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
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Via
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