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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
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Sample Portfolio
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Quarterly Performance Reports
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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
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Agilysys Introduces 13 Hospitality Solution Studios™ Tailored to Maximize Return on Experience Based on Venue Characteristics
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Experience Enhancers™ Collections Extend Agilysys PMS, POS and Inventory & Procurement Systems to Amplify Return on Experience™ (ROE)
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Agilysys Becomes Visa Ready Certified to Provide Hospitality Organizations and Guests with an Optimal Tap to Pay Experience
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Agilysys to Participate in 19th Annual Craig-Hallum Institutional Investor Conference
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May 10, 2022
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Agilysys to Report Fiscal 2022 Fourth Quarter Results May 17th and Host Conference Call and Webcast
May 03, 2022
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Following January 2022 ResortSuite Acquisition, Agilysys Accepts the ISPA Innovate Award at the 2022 ISPA Conference May 2-4, 2022
April 26, 2022
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Swire Hotels Teams Up With Agilysys to Provide Smarter, Faster, Greener Guest Experiences
April 07, 2022
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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
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Agilysys and IDeaS Partner For Seamless Two-way Integration With Agilysys PMS Solutions – Stay, Visual One and LMS
February 16, 2022
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The Flying Lark Selects Suite Of Agilysys Point Of Sale Management Solutions
February 02, 2022
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Agilysys Reports Fiscal 2022 Third Quarter Revenue Of $39.5M
January 25, 2022
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Agilysys To Report Fiscal 2022 3rd Quarter Results On January 25th And Host Conference Call And Webcast
January 11, 2022
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Agilysys To Acquire Resort & Hotel Management Software Provider ResortSuite
December 16, 2021
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Agilysys Appoints New Vice President of Sales to Amplify Its Hospitality Business Growth
December 08, 2021
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Agilysys to Host Inspire 2022 in Las Vegas Feb. 28-Mar. 2, 2022, with Inspiration4 Mission Commander Jared Isaacman as Keynote Speaker
November 30, 2021
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Brittain Resorts and Hotels Selects Agilysys Cloud-Native SaaS Property Management Solutions
November 18, 2021
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Barons Eden Hotel and Spa Collection UK Select Suite of Industry-Leading Agilysys Point Of Sale Solutions
November 02, 2021
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Agilysys Reports Fiscal 2022 Second Quarter Revenue of $37.9M
October 26, 2021
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Agilysys To Report Fiscal 2022 2nd Quarter Results On October 26th And Host Conference Call And Webcast
October 12, 2021
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Agilysys Wins 2021 GGB Gaming & Technology Award
October 04, 2021
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Agilysys Announces Major New Completely Modernized Version Release of Its Trusted Visual One PMS Solution At HITEC® Dallas 2021
September 28, 2021
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Agilysys To Showcase Latest InfoGenesis Point of Sale Innovations With IG 12UX At HITEC® Dallas 2021
September 23, 2021
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The King and Prince Beach & Golf Resort Implements Agilysys SaaS Solutions to Improve Operations & Enhance The Guest Experience
September 16, 2021
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Rise Uptown Hotel Implements Agilysys Cloud-Native SaaS Property Management Solution
September 02, 2021
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Aspen Snowmass Implements Agilysys IG OnDemand For Contactless Food & Beverage Ordering & Payment Self-Service Across Resorts
August 17, 2021
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Town Hall Hotel Selects Suite Of Agilysys Property Management, Point Of Sale, And Sales & Catering Management Solutions
August 03, 2021
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Agilysys Reports Fiscal 2022 First Quarter Revenue of $38.7M
July 27, 2021
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Business Wire
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