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home
about us
Investment Approach
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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
Services, Fees and Compensation
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
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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
Tax-Free Income Seminar
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Articles published by Aramark
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Aramark Recognized as One of the 50 Most Community-Minded Companies in the United States
May 14, 2024
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Aramark Hosts First International Innovation Summit in Santiago
May 08, 2024
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Aramark Reports Second Quarter Earnings
May 07, 2024
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Aramark Employees Worldwide Volunteer in Local Communities for Company’s Global Day of Service
May 02, 2024
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Aramark Refreshments to Showcase Breakroom Innovation at The NAMA Show 2024
May 01, 2024
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Aramark Declares Quarterly Dividend
April 29, 2024
From
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Aramark to Host Conference Call on Second Quarter Fiscal 2024 Results
April 16, 2024
From
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Aramark Completes Debt Repricing
March 27, 2024
From
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Business Wire
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ARMK
DiversityComm Magazine Names Aramark as a 2024 Top Supplier Diversity Program for Women's Business Enterprises
March 26, 2024
From
Aramark
Via
Business Wire
Tickers
ARMK
Aramark Chefs Awarded Distinguished ProChef® Certification From the Culinary Institute of America
March 14, 2024
From
Aramark
Via
Business Wire
Tickers
ARMK
Aramark to Participate in Upcoming BofA Securities Investor Conference
March 07, 2024
From
Aramark
Via
Business Wire
Tickers
ARMK
Aramark Reports First Quarter Earnings
February 06, 2024
From
Aramark
Via
Business Wire
Tickers
ARMK
Aramark Declares Quarterly Dividend
January 31, 2024
From
Aramark
Via
Business Wire
Tickers
ARMK
Aramark Publishes Annual Update on Responsible Business Practices in the 2023 Be Well. Do Well. Progress Report
January 30, 2024
From
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Via
Business Wire
Tickers
ARMK
Aramark to Host Conference Call on First Quarter Fiscal 2024 Results
January 16, 2024
From
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Via
Business Wire
Tickers
ARMK
Aramark Launches New Telehealth Program to Digitally Connect Hospital Inpatients with Clinical Nutrition Services
January 08, 2024
From
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Via
Business Wire
Tickers
ARMK
Aramark Announces Tom Ondrof Plans to Retire as Chief Financial Officer; Jim Tarangelo, SVP Finance & Treasurer, Appointed Successor
December 11, 2023
From
Aramark
Via
Business Wire
Tickers
ARMK
Aramark Receives Equality 100 Award from the Human Rights Campaign Foundation
December 04, 2023
From
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Via
Business Wire
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Aramark Student Nutrition’s “The ACE Show” Promotes Healthy Habits for Students
November 16, 2023
From
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Via
Business Wire
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Aramark Reports Fourth Quarter and Full Year Fiscal 2023 Results
November 14, 2023
From
Aramark
Via
Business Wire
Tickers
ARMK
Aramark to Participate in Upcoming J.P. Morgan Investor Conference
November 09, 2023
From
Aramark
Via
Business Wire
Tickers
ARMK
Fueling Student Athletes for Peak Performance Takes Precise Nutrition: Aramark Collegiate Hospitality Launches Eat to Excel™ Dining Platform Designed Specifically for Athletes
October 18, 2023
From
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Via
Business Wire
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Aramark to Host Conference Call on Fourth Quarter and Full-Year Fiscal 2023 Results
October 17, 2023
From
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Business Wire
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Aramark Sports + Entertainment Unveils New Food and Beverage Programs at Seven NBA and NHL Venues for 2023-24 Arena Season
October 12, 2023
From
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Sasha Day Named President and CEO of Aramark Destinations: Bruce Fears Retires After 40 Years of Service & Stewardship
October 12, 2023
From
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Aramark Completes Spin-Off of Vestis™
October 02, 2023
From
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Aramark to Participate in Upcoming Citi Investor Conference
September 08, 2023
From
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Business Wire
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Aramark Board of Directors Approves Spin-Off of Vestis™
September 06, 2023
From
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Via
Business Wire
Tickers
ARMK
Aramark Announces Vestis™ as the New Name for the Spin-Off of its Uniforms and Workplace Supplies Business
September 05, 2023
From
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Business Wire
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ARMK
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