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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
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
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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Articles published by Athene Holding Ltd.
Athene Holding Ltd. Declares Fourth Quarter 2025 Preferred Stock Dividends
October 28, 2025
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
ATH
Athene Announces Block Reinsurance Transaction with Sony Life in Japan
September 29, 2025
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
APO
ATH
Athene Holding Ltd. Declares Third Quarter 2025 Preferred Stock Dividends
August 05, 2025
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
ATH
Athene Announces Fixed Income Investor Call
July 16, 2025
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
APO
ATH
Athene Prices $600 Million Junior Subordinated Debentures Offering
June 24, 2025
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
ATH
Athene Announces Key Leadership Appointments Aligned with Five-Year Growth Plan
June 16, 2025
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
APO
ATH
Athene Announces Redemption of All Outstanding Series C Preferred Stock and Related Depositary Shares
May 30, 2025
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
ATH
Athene Holding Ltd. Declares Second Quarter 2025 Preferred Stock Dividends
May 22, 2025
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
ATH
Athene Prices $1,000,000,000 Investment Grade Senior Notes Offering
May 14, 2025
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
ATH
Athene Survey Finds Sandwich Generation’s Retirement Plans Affected by Intergenerational Caregiving
April 22, 2025
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
ATH
Athene Announces Fixed Income Investor Call
April 16, 2025
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
APO
ATH
Apollo, Athene and Motive Ventures Invest in ARS to Accelerate Availability of Guaranteed Income Offerings in Defined Contribution Market
March 13, 2025
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
APO
ATH
Athene Sets Record for Annual Annuity Sales for Second Year Running, Tops Rankings
March 11, 2025
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
APO
ATH
Athene Names Louis-Jacques Tanguy Chief Financial Officer
February 26, 2025
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
APO
ATH
Athene Holding Ltd. Declares First Quarter 2025 Preferred Stock Dividends
February 18, 2025
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
ATH
Athene Announces Fixed Income Investor Call
January 23, 2025
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
APO
ATH
Athene Holding Ltd. Declares Fourth Quarter 2024 Preferred Stock Dividends
November 19, 2024
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
ATH
Athene Announces CFO Martin P. Klein to Retire from Role
October 31, 2024
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
ATH
Athene Announces Fixed Income Investor Conference Call
October 24, 2024
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
APO
ATH
Athene Prices $600 Million Junior Subordinated Debentures Offering
October 07, 2024
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
ATH
Athene Holding Ltd. Declares Third Quarter 2024 Preferred Stock Dividends
August 30, 2024
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
ATH
Athene Announces Fixed Income Investor Conference Call
July 18, 2024
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
APO
ATH
Athene Holding Ltd. Declares Second Quarter 2024 Preferred Stock Dividends
May 22, 2024
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
ATH
Grand Opening Events Announced for Athene North Shore Recreation Area at Easter Lake
May 02, 2024
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
ATH
Athene Announces Fixed Income Investor Conference Call
April 18, 2024
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
APO
ATH
Athene Prices $1,000,000,000 Investment Grade Senior Notes Offering
March 19, 2024
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
ATH
Athene USA Tops Rankings for Annuity Sales, Pension Group Annuity Volumes
March 12, 2024
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
ATH
Athene Prices $500 Million Investment Grade Junior Subordinated Debentures Offering
February 29, 2024
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
ATH
Athene Holding Ltd. Declares First Quarter 2024 Preferred Stock Dividends
February 16, 2024
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
ATH
Athene Announces Fixed Income Investor Conference Call
January 31, 2024
From
Athene Holding Ltd.
Via
GlobeNewswire
Tickers
APO
ATH
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