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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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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Articles published by Alarm.com Holdings, Inc.
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Alarm.com to Announce 2025 Third Quarter Results on November 6, 2025
October 21, 2025
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com Brings Pro-Grade Video Security to More Homes and Businesses with the New ADC-V516 Indoor Wi-Fi Camera
September 09, 2025
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com Reports Second Quarter 2025 Results
August 07, 2025
From
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Via
Business Wire
Tickers
ALRM
Alarm.com Extends the Connected Home Experience with Apple CarPlay® Support
July 29, 2025
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Student Housing Near LSU and Southern University Enhances Peace of Mind with PointCentral’s Mobile Safety Button
July 22, 2025
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com to Announce 2025 Second Quarter Results on August 7, 2025
July 17, 2025
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com Launches the ADC-T25 Smart Thermostat: Advanced HVAC Control at an Accessible Price
July 15, 2025
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Video, Anywhere: The Cell Connector for Video from Alarm.com Wins a 2025 ESX Innovation Award
June 17, 2025
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com to Participate in Upcoming Investor Conference
May 28, 2025
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com Reports First Quarter 2025 Results
May 08, 2025
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com to Announce 2025 First Quarter Results on May 8, 2025
April 21, 2025
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Kevin Bradley Promoted to Chief Financial Officer of Alarm.com
March 19, 2025
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
ISC West 2025: Alarm.com Showcases Market-Expanding Solutions for Crime Prevention and Total Property Protection
March 18, 2025
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com Reports Fourth Quarter and Full Year 2024 Results
February 20, 2025
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com to Participate in Upcoming Investor Conferences
February 12, 2025
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com Acquires CHeKT, a Leader in Proactive Video Monitoring Solutions
February 11, 2025
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com to Announce 2024 Fourth Quarter and Full Year Results on February 20, 2025
January 27, 2025
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
CES 2025: Alarm.com Introduces Award-Winning AI Deterrence (AID) and Perimeter Solutions to Stop Crime in its Tracks
January 08, 2025
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com to Participate in Upcoming Investor Conferences
December 02, 2024
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com Reports Third Quarter 2024 Results
November 07, 2024
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com to Announce 2024 Third Quarter Results on November 7, 2024
October 22, 2024
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com's Gunshot Detection Solution Named a 2024 Most Valuable Product by Security Sales & Integration
September 26, 2024
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com’s Remote Video Monitoring Console Wins 2024 Most Valuable Product (MVP) Award from Security Sales & Integration
August 21, 2024
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com Goes High Octane with Sponsorship of iRacing Prodigy Turned Formula 3 Rookie, Max Esterson
August 15, 2024
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com Reports Second Quarter 2024 Results
August 08, 2024
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com to Announce 2024 Second Quarter Results on August 8, 2024
July 17, 2024
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com to Participate in Upcoming Investor Conference
June 20, 2024
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com Prices Upsized $425.0 Million 2.25% Convertible Senior Notes Offering
May 29, 2024
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com Announces Proposed Private Placement of $375.0 Million of Convertible Senior Notes
May 28, 2024
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
Alarm.com Reports First Quarter 2024 Results
May 09, 2024
From
Alarm.com Holdings, Inc.
Via
Business Wire
Tickers
ALRM
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