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home
about us
Investment Approach
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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)
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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
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Back Dated Performance Reports
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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January 17, 2023
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Lynn McKee, Aramark Executive Vice President of Human Resources, Announces Her Retirement; Abigail Charpentier Named Senior Vice President and Chief Human Resources Officer
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November 23, 2022
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Aramark Reports Fourth Quarter and Full Year Fiscal 2022 Results
November 15, 2022
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November 10, 2022
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Aramark Declares Quarterly Dividend
November 08, 2022
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Aramark to Host Conference Call on Fourth Quarter and Full-Year Fiscal 2022 Results
October 18, 2022
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Aramark to Increase Plant-based Menu Offerings on College Campuses
October 10, 2022
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Thousands of Aramark Employees Unite to Volunteer for Company’s Annual Day of Service
September 19, 2022
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Aramark Reports Third Quarter Earnings
August 09, 2022
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Futures Better Served: Aramark Returns to Campus with Renewed Focus and a New Name
August 03, 2022
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Aramark Declares Quarterly Dividend
August 03, 2022
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Aramark Increases Support of Minority-Owned Businesses: Announces Centers of Excellence Mentoring Cohort for Pennsylvania, Southern New Jersey, Delaware, and Southern California Businesses
July 28, 2022
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Powering Potential: Aramark K12 Heads Back to School with New Menus, New Concepts, and a New Name
July 26, 2022
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Aramark Named One of the Best Places to Work for Disability Inclusion; Scores 100% on Disability Equality Index
July 21, 2022
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Aramark to Host Conference Call on Third Quarter 2022 Results
July 19, 2022
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June 13, 2022
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June 07, 2022
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Aramark Announces Participation in Upcoming Investor Conferences
May 24, 2022
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May 10, 2022
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Aramark Reports Second Quarter Earnings
May 10, 2022
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Aramark Ranked #10 on DiversityInc’s List of Top Companies for Employee Resource Groups
May 06, 2022
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Aramark Declares Quarterly Dividend
May 04, 2022
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April 19, 2022
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April 04, 2022
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Aramark Adds New Flavors to Its Culinary Roster, Cooks up New Latin Concept With Chef Grace Ramirez
March 23, 2022
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