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home
about us
Investment Approach
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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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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Alliant Insurance Services
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Alliant Insurance Services Adds Brian Minkler to Employee Benefits Team
July 02, 2026
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Alliant Retirement Consulting Recognized as a Top DC Advisor for Multi-Office Firms
July 01, 2026
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Alliant Insurance Services Rises to #4 on the Business Insurance Largest U.S. Brokers List
June 30, 2026
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Michael Steinke Joins Alliant Insurance Services’ Employee Benefits Team in Tampa, Florida
June 29, 2026
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Alliant Insurance Services Welcomes Liana Schindler to Employee Benefits Group
June 25, 2026
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June 24, 2026
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Alliant Insurance Services Continues to Expand Midwest Benefits Team, Adding Yana Jones
June 23, 2026
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Alliant Insurance Services’ Employee Benefits Team Adds Dan Colarchik
June 19, 2026
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Alliant Insurance Services Adds Derek Ackerman to Southwest Benefits Team
June 18, 2026
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Alliant Insurance Services Expands Benefits Team with Addition of Brandon Ward
June 17, 2026
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Alliant Insurance Services Welcomes Kristin Searcy to Southeast Benefits Team
June 15, 2026
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Emeline Foster Awarded the 2026 Alliant Private Client Scholarship for Family Wealth and Enterprise Advising
June 09, 2026
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Alliant Insurance Services Launches Retirement & Wealth (RWA) at Alliant
June 08, 2026
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Jackson Bender Joins Alliant Insurance Services as Executive Vice President in Mergers & Acquisitions Vertical
May 28, 2026
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Alliant Insurance Services Hires Joseph Ehrlich as Executive Vice President in Mergers & Acquisitions Vertical
May 28, 2026
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Alliant Insurance Services Launches ASCEND, Safety Coalition for Commercial Transportation Leaders to Manage Exposures and Drive Lower Total Cost of Risk
May 19, 2026
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Alliant Insurance Services Adds John Montague to Midwest Benefits Team
May 14, 2026
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Alliant Insurance Services’ Transportation Vertical Launches FleetLytics; Fleet Analytics Software Improves Insurance Availability and Affordability for Fleet Operators
May 12, 2026
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Houston-Based Benefits Consultant Ashley Lefebvre Joins Alliant Insurance Services
May 06, 2026
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Alliant Insurance Services Welcomes Rachel McCarter to Employee Benefits Team in Denver
April 29, 2026
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Matthew Friedson Joins Alliant Insurance Services’ Mid-Atlantic Benefits Team
April 29, 2026
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Amy Miller Joins Alliant Insurance Services’ Texas Employee Benefits Team
April 28, 2026
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Alliant Insurance Services Announces Leadership Appointments in Property & Casualty Operation
April 22, 2026
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Alliant Insurance Services Appoints Michael Cusack as President, Alliant Property & Casualty
April 22, 2026
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Keith Storie Joins Alliant Insurance Services’ Pacific Northwest Benefits Team
April 16, 2026
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Mendy Friedman Joins Alliant Insurance Services’ Employee Benefits Group in Chicago
April 15, 2026
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Alliant Insurance Services Unveils The ART of Risk at RIMS® RISKWORLD® in Philadelphia as Businesses Rethink Risk Strategies
April 08, 2026
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March 31, 2026
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Scott Machut Joins Alliant Insurance Services’ Value-Based Healthcare and Risk Management Solutions Team
March 25, 2026
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