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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Information
Client Contact with Portfolio Manager(s)
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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
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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ISDA and Ant International Lead New Industry Report on Use of Tokenised Bank Liabilities for FX Settlement and Cross-Border Payments Under Project Guardian
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June 05, 2025
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May 22, 2025
From
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CORRECTING and REPLACING MultiSafepay Supporting 20,000 SMEs to Scale Through Payment Integration and Digitisation with Antom Technology Engine
April 17, 2025
From
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Via
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Join the 2025 Global Challenger Innovation Contest: Driving Inclusion Through Innovation
March 28, 2025
From
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Ant International Launches Embedded Finance Service for E-Commerce SMEs in Brazil
March 17, 2025
From
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President of Ant International: Working With All AI Models to Drive Asia Growth for Global Merchants
March 12, 2025
From
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Ant International President Highlights AI and Connectivity as Key SME Growth Drivers
March 12, 2025
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Ant International’s Risk Tech Solutions Win WDTA AI STR-02 Certification
March 05, 2025
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ATEC Championship 2025 launched to Explore AI and Robotics Integrated Innovations
March 03, 2025
From
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Ant International Appoints Worachat Luxkanalode as 2C2P CEO Designate as 2C2P Expands to Serve More Regional SMEs with Innovative Products
February 24, 2025
From
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Ant International Opens First Middle East Office in Saudi Arabia in Drive to Expand Regional Partnership
February 12, 2025
From
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Via
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Ant International Deepens Payment and Digitalisation Ecosystem with AI-Driven Embedded Finance Solutions in Year of Transformation
December 06, 2024
From
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Via
Business Wire
Ant International Unveils its Global Sustainability Initiative ‘AquaViva’, Leveraging Digital Innovations and Ecosystem Partnerships for Marine Conservation
November 18, 2024
From
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Network International Signs Strategic Partnership With Ant International to Provide New Payment Solutions to Businesses in MEA, Driving Financial Inclusion
October 28, 2024
From
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Tottenham Hotspur Announces Ant International as Global Payment Solutions and Digital Wallet Partner
September 12, 2024
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Digital Payments Become Trending Payment Method for Global Merchants Operating in SEA, Ant International’s Antom Insights Show
September 06, 2024
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Ant Group Launches AI-Powered Mobile App Zhixiaobao at 2024 INCLUSION·Conference on the Bund
September 05, 2024
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Ant International Collaborates with Brazilian Partners to Drive Financial Inclusion with Innovative Credit Tech Solutions
August 30, 2024
From
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MultiSafepay joins Ant International’s Antom to Enhance Digital Payments Services for SMEs in Europe
July 01, 2024
From
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Business Wire
Ant International and Partners Support Almost 100 Million MSMEs, Launches Global “Embrace the Power of Small” Campaign
June 27, 2024
From
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Ant International Unveils Global SME Digital Lending Service Through Embedded Finance to Accelerate Financial Inclusion
June 18, 2024
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The Ministry of Investment of Saudi Arabia (MISA) Signs MoU with Ant International to Expand Business in Saudi Arabia, Supporting Regional Digital Innovation
May 10, 2024
From
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Ant International to Establish New Digital Business Centre in Malaysia, Creating More Than 500 Job Opportunities
April 18, 2024
From
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