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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
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
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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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Amentum
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Amentum Secures $256M Contract to Propel NASA’s Space Exploration Projects
October 07, 2024
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Amentum Completes Transformational Combination with Jacobs’ Critical Mission Solutions and Cyber and Intelligence Units
September 27, 2024
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Amentum Announces Board of Directors Effective Post Merger with Jacobs Businesses
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Amentum Hosts Capital Markets Day on August 13, 2024
August 13, 2024
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Amentum Announces Capital Markets Day on August 13, 2024
July 22, 2024
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Amentum Secures $145 Million Contract for UC-35D Aircraft Fleet Modernization and Maintenance
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Amentum Appoints Nathan Rutledge as Head of Investor Relations
July 02, 2024
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Amentum Awarded $245 Million IAC MAC Contract to Deliver Microelectronics Capabilities for the U.S. Navy
March 11, 2024
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Amentum Awarded $592 Million U.S. Navy NAVSEA PMS326 Contract for Lifecycle and Engineering Solutions for International Fleets
February 27, 2024
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Amentum Awarded $946M Contract to Manage U.S. Army Fixed Wing Aircraft Fleet Used in Transport Missions
January 15, 2024
From
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Via
Business Wire
Amentum Awarded $282.5 Million USCIS Contract Driving Advanced Biometrics Collection Technologies for the Application Support Center
December 18, 2023
From
Amentum
Via
Business Wire
Amentum Announces Agreement to Merge with Jacobs’ Critical Mission Solutions and Cyber and Intelligence Businesses
November 20, 2023
From
Amentum
Via
Business Wire
Tickers
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Amentum Awarded $441.3 Million ITEAMS Contract to Drive Agility and Innovations for USINDOPACOM C5ISR Missions
November 06, 2023
From
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Via
Business Wire
Amentum Announces New Client Executive Leader
October 30, 2023
From
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U.S. Army Corps of Engineers Awards Amentum Team $95.5 Million Contract to Decommission and Dismantle SM-1A Reactor
October 19, 2023
From
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Via
Business Wire
Amentum Awarded $326.9 Million C5ISR Research Contract Driving Advanced and Emerging Technologies for the U.S. Army
October 16, 2023
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Via
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Amentum Awarded Seat on $3.2B U.S. Army’s Gateway to Sustainment IDIQ to Provide Engineering Solutions
August 22, 2023
From
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Via
Business Wire
Amentum Awarded $223M Executive Airlift Contract to Transport U.S. Senior Leaders
August 15, 2023
From
Amentum
Via
Business Wire
Amentum and Beast Code Partner to Deliver Digital Engineering Technologies
August 08, 2023
From
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Via
Business Wire
Amentum Awarded $818M Contract to Modernize U.S. Navy F-16 Adversary Fleet
August 02, 2023
From
Amentum
Via
Business Wire
Amentum-Led Team Awarded $5.87B DOE Portsmouth Gaseous Diffusion Plant Decontamination and Decommissioning Contract
July 17, 2023
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Via
Business Wire
Amentum Launches U.S. Army Senior Advisory Committee to Drive Agile Engineering Solutions and Emerging Technologies for the U.S. Army
May 17, 2023
From
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Via
Business Wire
Amentum Selected for $75B HHS Contract to Provide Facilities and Services for Refugees
April 25, 2023
From
Amentum
Via
Business Wire
Amentum Team Awarded $45 Billion DOE Hanford Integrated Tank Disposition Contract
April 17, 2023
From
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Via
Business Wire
Amentum Awarded $4.6B Air Force IDIQ to Deliver Modernized Supply Chain and Procurement Systems
March 14, 2023
From
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Via
Business Wire
Amentum Awarded $487M Contract to Deliver Logistics Solutions for U.S. Military Equipment
February 07, 2023
From
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Via
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Amentum Awarded $126M Army Contract to Modernize Combat Support Systems
November 15, 2022
From
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Amentum Selected for $500M Multi-Award Contract by the U.S. Department of Treasury for Intelligence and Analysis to Investigate Financial Crimes
September 14, 2022
From
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Via
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Amentum Awarded $59M Contract for Unconventional Fuels Delivery to Commercial and Government Space Launch Programs
September 07, 2022
From
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Via
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Amentum Joint Venture Koa Lani Awarded Position on Remotely Piloted Aircraft IDIQ
June 07, 2022
From
Amentum
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